Templates
Mortgage Broker
Mortgage Pricing Specialist Onboarding
🏦

Mortgage Pricing Specialist Onboarding

1
Introduction to the team and organization
2
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