Templates
Mortgage Broker
Mortgage Loan Servicing Specialist Onboarding
🏦

Mortgage Loan Servicing Specialist Onboarding

1
Provide an overview of the company's mission and culture
2
Introduce the new hire to the Mortgage Loan Servicing team
3
Setup company email and access to necessary software systems
4
Training: Understanding mortgage loan processes and terminology
5
Training: Use of the mortgage servicing platform
6
Review company's policies, practices, and procedures related to loan servicing
7
Assign a mentor from the Mortgage Loan Servicing team
8
Training: Understanding regulatory requirements for loan servicing
9
Workshop: Understanding customer service and handling borrower's queries
10
Approval: Manager for the initial understanding of the role and responsibilities
11
Workshop: Dealing with delinquencies and defaults
12
Training: Understanding foreclosure process
13
Work session: Review actual case files with mentor
14
Training: Understanding escrow accounts and insurance claims
15
Approval: Compliance Officer for understanding of regulatory requirements
16
Shadow a team member to understand day-to-day operations
17
Complete training quizzes and tests to assess understanding
18
Provide constructive feedback and setup weekly 1-1 meetings for a month
19
Approval: Team Lead for confidence in handling tasks independently
20
Encourage ongoing learning and participation in related professional development opportunities