Prepare the welcome kit for the new Mortgage Loan Packaging Specialist
2
Schedule introduction with the team
3
Provide job description details and goals
4
Setup work station including computer, software and telephone
5
Organize training on mortgage loan package software
6
Provide explanation on work procedures and requirements
7
Deliver training on the regulatory guidelines for mortgage loans
8
Provide overview about company's mission, vision and values
9
Arrange a tour of the office and introduce to departments they will interact
10
Approval: Manager on mortgage loan practices knowledge
11
Assign first mortgage loan package for practice
12
Provide support and guidance in drafting mortgage loan package
13
Review and provide feedback on first draft of mortgage loan package
14
Approval: Supervisor on first draft of mortgage loan package
15
Provide training on common issues in mortgage loan package and strategies for resolution
16
Ensure knowledge on underwriting, closings, and funding activities
17
Review of first week and address any concerns or questions
18
Approval: Manager on training progress and readiness for independent work
19
Assign independent work
20
Plan and schedule review meeting for feedback after a month
Prepare the welcome kit for the new Mortgage Loan Packaging Specialist
Create a welcome kit for the new Mortgage Loan Packaging Specialist that includes all necessary documents, forms, and instructions to help them get started. This kit will ensure that the new specialist has all the resources they need to begin their role effectively.
Schedule introduction with the team
Coordinate a meeting with the new Mortgage Loan Packaging Specialist and the team to introduce them to their colleagues. This will foster a sense of belonging and encourage collaboration within the team.
Provide job description details and goals
Share the job description details and goals of the Mortgage Loan Packaging Specialist position with the new employee. This will clarify their role and set clear expectations for their performance.
Setup work station including computer, software and telephone
Ensure that the new Mortgage Loan Packaging Specialist has a fully functional workstation including a computer, necessary software, and a telephone. This will enable them to perform their job tasks efficiently.
1
Computer
2
Software
3
Telephone
Organize training on mortgage loan package software
Arrange a training session to familiarize the new Mortgage Loan Packaging Specialist with the mortgage loan package software. This will equip them with the necessary skills to navigate and utilize the software effectively.
Provide explanation on work procedures and requirements
Provide a comprehensive explanation of the work procedures and requirements that the Mortgage Loan Packaging Specialist must follow. This will ensure that they understand how to perform their tasks accurately and comply with company standards.
Deliver training on the regulatory guidelines for mortgage loans
Conduct training sessions to educate the new Mortgage Loan Packaging Specialist on the regulatory guidelines that apply to mortgage loans. This will help them understand the legal requirements and ensure compliance in their work.
Provide overview about company's mission, vision and values
Introduce the new Mortgage Loan Packaging Specialist to the company's mission, vision, and values. This will give them a sense of the company's purpose and values, fostering alignment and motivation in their work.
Arrange a tour of the office and introduce to departments they will interact
Coordinate a tour of the office for the new Mortgage Loan Packaging Specialist, introducing them to the different departments they will interact with. This will help them understand the organizational structure and build relationships with colleagues in other departments.
1
Sales
2
Underwriting
3
Closings
4
Funding
Approval: Manager on mortgage loan practices knowledge
Will be submitted for approval:
Organize training on mortgage loan package software
Will be submitted
Deliver training on the regulatory guidelines for mortgage loans
Will be submitted
Provide overview about company's mission, vision and values
Will be submitted
Assign first mortgage loan package for practice
Assign the new Mortgage Loan Packaging Specialist their first mortgage loan package to practice their skills. This will give them an opportunity to apply their knowledge and gain hands-on experience in preparing loan packages.
Provide support and guidance in drafting mortgage loan package
Offer support and guidance to the new Mortgage Loan Packaging Specialist in drafting their assigned mortgage loan package. This assistance will ensure that they develop the necessary skills and produce accurate loan packages.
Review and provide feedback on first draft of mortgage loan package
Review the first draft of the mortgage loan package prepared by the new Mortgage Loan Packaging Specialist and provide constructive feedback. This feedback will help them improve their skills and ensure the quality of future loan packages.
Approval: Supervisor on first draft of mortgage loan package
Will be submitted for approval:
Assign first mortgage loan package for practice
Will be submitted
Provide support and guidance in drafting mortgage loan package
Will be submitted
Provide training on common issues in mortgage loan package and strategies for resolution
Deliver training to the new Mortgage Loan Packaging Specialist on common issues that may arise in mortgage loan packages and strategies for resolving them. This training will equip them with problem-solving skills and improve their ability to handle complex loan packages.
Ensure knowledge on underwriting, closings, and funding activities
Verify that the Mortgage Loan Packaging Specialist has a sound understanding of underwriting, closings, and funding activities related to mortgage loans. This will ensure that they can effectively coordinate with other departments and contribute to the loan processing workflow.
1
Underwriting
2
Closings
3
Funding
Review of first week and address any concerns or questions
Conduct a review of the new Mortgage Loan Packaging Specialist's first week, addressing any concerns or questions they may have. This review will help identify any challenges or areas where further support is needed.
Approval: Manager on training progress and readiness for independent work
Will be submitted for approval:
Review of first week and address any concerns or questions
Will be submitted
Assign independent work
Assign independent work to the new Mortgage Loan Packaging Specialist to continue developing their skills and gaining experience. This work should be aligned with their role and provide opportunities for growth.
Plan and schedule review meeting for feedback after a month
Plan and schedule a review meeting with the new Mortgage Loan Packaging Specialist after a month to provide feedback on their performance and address any areas of improvement. This meeting will help monitor their progress and ensure continuous development.
