Templates
Mortgage Broker
Senior Loan Officer Onboarding
👨‍💼

Senior Loan Officer Onboarding

1
Complete Introduction and role overview
2
Submit necessary paperwork for HR
3
Complete compliance and anti-fraud training
4
Obtain necessary licenses and certifications
5
Meet the Team and Department walkthrough
6
Understand company's lending products and services
7
Study company's lending and underwriting standards
8
E-Learning on using Loan Origination Software
9
Approval: HR on completed paperwork and proof of certifications
10
Get to know your sales targets and responsibilities
11
Create access to relevant databases and softwares
12
Introduction to company culture and values
13
Establish communication channels with managers and colleagues
14
Approval: IT department for system access
15
Learn about the competition and market dynamics
16
Understand company's customer service standards and guidelines
17
Approval: Manager for completed anti-fraud training
18
Introduction to performance monitoring and reporting tools
19
Meet potential clients and initial interactions
20
Approval: Compliance Department for License Verifications