Review of job description and key responsibilities
3
Training on relevant software and technologies
4
Receive company handbook and policies
5
Approval: Company Policies Review
6
Overview of the mortgage industry and market
7
Training on Mortgage Pricing Techniques
8
Assignment of mentor or buddy
9
Training on compliance regulations in the mortgage industry
10
Approval: Compliance Training Completion
11
Overview of the mortgage products offered by the company
12
Introduction to key internal partners and stakeholders
13
Provide relevant contact and escalation information
14
Training on company's data monitoring and analytics tools
15
Mock task assignment to test knowledge and understanding
16
Approval: Mock Task Completion
17
Introduction to ongoing training and development programs
18
Clarification session for any doubts or queries
19
Discussion on performance expectations and goals
20
Final review session with immediate supervisor
21
Approval: Supervisor for final Onboarding
Introduction to the team and organization
In this task, you will be introduced to the team and organization you will be working with. This includes getting to know your team members, understanding the company's culture, and familiarizing yourself with the organizational structure. By the end of this task, you should have a clear understanding of the team dynamics, the company's goals, and how you fit into the overall organization.
Review of job description and key responsibilities
In this task, you will review your job description and key responsibilities. This will help you understand your role within the organization and the specific tasks and duties you will be responsible for. By the end of this task, you should have a thorough understanding of your job description and the expectations associated with it.
Training on relevant software and technologies
In this task, you will receive training on the relevant software and technologies used in your role as a Mortgage Pricing Specialist. This includes learning how to use mortgage pricing software, data analysis tools, and any other technology necessary to perform your job effectively. By the end of this task, you should be proficient in using the required software and technologies.
1
Mortgage pricing software
2
Data analysis tools
3
Other
Receive company handbook and policies
In this task, you will receive the company handbook and policies. It is important to review and understand these documents as they outline the company's rules, regulations, and guidelines. By the end of this task, you should have read and familiarized yourself with the company handbook and policies.
Approval: Company Policies Review
Will be submitted for approval:
Receive company handbook and policies
Will be submitted
Overview of the mortgage industry and market
In this task, you will receive an overview of the mortgage industry and market. This will include information on current industry trends, market conditions, and key players. By the end of this task, you should have a good understanding of the mortgage industry and market.
Training on Mortgage Pricing Techniques
In this task, you will receive training on mortgage pricing techniques. This includes learning how to analyze market data, assess risk, and determine pricing strategies. By the end of this task, you should be able to apply mortgage pricing techniques effectively.
Assignment of mentor or buddy
In this task, you will be assigned a mentor or buddy who will provide guidance and support as you settle into your role. Your mentor or buddy will be an experienced Mortgage Pricing Specialist who can share their knowledge and offer advice. By the end of this task, you should have established a relationship with your mentor or buddy.
Training on compliance regulations in the mortgage industry
In this task, you will receive training on compliance regulations in the mortgage industry. This includes understanding legal and regulatory requirements, as well as ethical standards. By the end of this task, you should have a clear understanding of compliance regulations in the mortgage industry.
Approval: Compliance Training Completion
Will be submitted for approval:
Training on compliance regulations in the mortgage industry
Will be submitted
Overview of the mortgage products offered by the company
In this task, you will receive an overview of the mortgage products offered by the company. This includes understanding the different types of mortgages, their features, and eligibility criteria. By the end of this task, you should be familiar with the mortgage products offered by the company.
1
Fixed-rate mortgages
2
Adjustable-rate mortgages
3
FHA loans
4
VA loans
5
Jumbo loans
Introduction to key internal partners and stakeholders
In this task, you will be introduced to key internal partners and stakeholders. This includes individuals or departments within the company who play a crucial role in the mortgage pricing process. By the end of this task, you should have a good understanding of who these key internal partners and stakeholders are and how they contribute to the mortgage pricing process.
Provide relevant contact and escalation information
In this task, you will provide relevant contact and escalation information. This includes sharing contact details of individuals you should reach out to for specific inquiries or issues, as well as the escalation procedures for urgent matters. By the end of this task, you should have a list of relevant contacts and a clear understanding of the escalation process.
Training on company's data monitoring and analytics tools
In this task, you will receive training on the company's data monitoring and analytics tools. This includes learning how to collect, analyze, and interpret data to make informed pricing decisions. By the end of this task, you should be proficient in using the company's data monitoring and analytics tools.
1
Data visualization tools
2
Statistical analysis software
3
Other
Mock task assignment to test knowledge and understanding
In this task, you will be given a mock task assignment to test your knowledge and understanding of mortgage pricing techniques. This will evaluate your ability to apply the concepts and strategies you have learned so far. By the end of this task, you should have completed the mock task assignment.
1
Analyze market data
2
Assess risk
3
Determine pricing strategy
4
Present findings
5
Report results
Approval: Mock Task Completion
Will be submitted for approval:
Mock task assignment to test knowledge and understanding
Will be submitted
Introduction to ongoing training and development programs
In this task, you will be introduced to the ongoing training and development programs available to you as a Mortgage Pricing Specialist. This includes workshops, webinars, and other learning opportunities to enhance your skills and knowledge. By the end of this task, you should be aware of the ongoing training and development programs offered by the company.
Clarification session for any doubts or queries
In this task, you will have a clarification session to address any doubts or queries you may have regarding your role, responsibilities, or any other aspect of the onboarding process. This is an opportunity to seek clarification and gain a better understanding of anything that may still be unclear. By the end of this task, you should have had your doubts and queries addressed.
Discussion on performance expectations and goals
In this task, you will have a discussion on performance expectations and goals. This includes setting clear performance expectations, discussing key performance indicators, and establishing goals for your role as a Mortgage Pricing Specialist. By the end of this task, you should have a clear understanding of the performance expectations and goals for your role.
Final review session with immediate supervisor
In this task, you will have a final review session with your immediate supervisor. This includes reviewing your progress during the onboarding process, addressing any final questions or concerns, and getting feedback on your performance. By the end of this task, you should have completed the final review session with your immediate supervisor.
