Templates
Mortgage Broker
Mortgage Quality Control Analyst Onboarding
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Mortgage Quality Control Analyst Onboarding

1
Initial Profile Setup
2
Introductory meeting with Team Lead
3
Training on Mortgage Quality Control Basics
4
Understanding of Company's Policies
5
Approval: Understanding of Policies by Team Lead
6
Introduction to the Mortgage Management System
7
Software Skills Evaluation
8
Approval: Software Skills by IT Department
9
Training on Loan Review and Analysis
10
Detailed Understanding of Underwriting Guidelines
11
Approval: Understanding of Underwriting Guidelines by Supervisor
12
Training on Quality Assurance Procedures
13
Access to Mortgage Quality Control Platform
14
Hands-on Training with Assistance
15
Review of Previous QC Reports
16
Approval: Review Report by Supervisor
17
Test on Loan Review and Analysis Procedures
18
Initial Audit Task under Supervisor's Guidance
19
Feedback Session
20
Approval: Initial Audit Task by Supervisor