Provide new hire with company workstation and login credentials
Introduction to Mortgage Operations team
Overview of company policies, confidentiality agreement signing
Introduction to company software and technology resources
Training on mortgage lending principles and regulations
Training on data analysis and reporting tools
Familiarize new hire with typical mortgage products and services
Understanding of the role of third-party service providers in the mortgage process
Approval: Manager on basic understanding of mortgage process
Mock assignment to analyze mortgage operational data
Review of mock assignment and feedback
Assignment of mentor for continuous support and guidance
Training on risk assessment related to mortgage operations
Understanding company's mortgage underwriting guidelines
Training on credit report analysis
Approval: Senior Mortgage Analyst on credit report analysis
Meetings with inter-departmental team leads
Understand procedure to escalate issues to management
Familiarity with ongoing projects and assignments
Commence work on real assignments under supervision of mentor