Templates
Mortgage Broker
Mortgage Loan Auditor Onboarding
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Mortgage Loan Auditor Onboarding

1
Welcome and Introduction to the Team
2
Review Job Description and Duties of Mortgage Loan Auditor
3
Approval: Manager for Understanding of Job Description
4
Completion of Basic HR Documentation
5
Introduction to Mortgage Loan Auditing Software and Systems
6
Study Company's Mortgage Loan Policies and Procedures
7
Approval: Compliance Officer for Understanding of Policies and Procedures
8
Detailed Training on Mortgage Loan Audit Process
9
Understand Regulatory Requirements and Compliance
10
Review Past Audit Reports and Understand Expected Standards
11
Approval: Senior Auditor for Understanding of Previous Reports
12
Attend Basic Fraud Detection Training
13
Hands-On Training With Supervised Audit Task
14
Approval: Supervisor for Performance in Training Audit Task
15
Learn Reporting and Documentation Procedures for Audits
16
Become Familiar with Mortgage Industry Trends and Changes
17
Get to Know Key Contacts in Other Departments
18
Develop Personal Efficiency and Time Management Skills
19
Participation in Company Culture and Team Building Activities