Templates
Mortgage Broker
Mortgage Processing Officer Onboarding
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Mortgage Processing Officer Onboarding

1
Provide welcome package and job description
2
Provide introduction to the team and department
3
Initial HR paperwork completion
4
Checking compliance with regulatory requirements
5
Completing legal paperwork for employment verification
6
Provide understanding of mortgage processing procedures
7
Training for various company software and databases
8
Learning about mortgage products and services
9
Client service training
10
Fraud detection and prevention training
11
Approval: Fraud Detection Training
12
Whistleblower policy orientation
13
Workplace safety and emergency procedures briefing
14
Introduction to the corporate culture and values
15
Meeting with team lead for role expectations briefing
16
Setting up company email and other necessary systems
17
Key performance indicators (KPIs) and targets briefing
18
Customer handling and communication training
19
Underwriting guidelines training
20
Approval: Underwriting Guidelines Training