Provide introduction to company's mortgage policies and services
Conduct a tour and introduction of office and team members
Verify all necessary paperwork regarding employment is complete and in order
Provide company and job-specific training materials for review
Introduce to the mortgage origination software used by the company
Review the company's compliance procedure
Conduct first part of job-specific training (Mortgages and Loans)
Approval: Manager on job-specific training completion
Provide second part of job-specific training (Customer Service and Interaction)
Assign a mentor for a guided hands-on training
Review guidelines for client engagement and interaction
Demonstrate how to assess and evaluate creditworthiness and finances of a prospective borrower
Ensure understanding of loan process from application to closure
Conduct a practice run of the loan origination process with a dummy client account
Approval: Mentor on hands-on training and practice run
Detail the process of how to prepare and submit detailed loan packages to the Underwriting department
Provide an overview of continual education and professional development opportunities in the field
Emphasize and review company values and code of conduct
Ensure access to all necessary digital systems and accounts
Schedule first week assignments and tasks
