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
Complete Introduction and role overview
Welcome to the team! In this task, you will receive an introduction to your role as a Senior Loan Officer. We will provide an overview of your responsibilities, goals, and how you will contribute to the success of the company. By the end of this task, you should have a clear understanding of your role and its impact on the overall lending process.
1
Direct and to the point
2
Detailed and thorough
3
Adaptable to different styles
4
Collaborative and inclusive
5
Other
Submit necessary paperwork for HR
To ensure compliance with company policies and regulations, you are required to submit necessary paperwork to the HR department. This includes completing forms related to employment, tax information, benefits enrollment, and emergency contact details. Your prompt completion of these forms will facilitate a smooth onboarding process.
Complete compliance and anti-fraud training
In order to maintain the highest standards of integrity and professionalism, you are required to complete compliance and anti-fraud training. This training will provide you with the knowledge and skills necessary to identify and prevent fraudulent activities, as well as ensure compliance with regulatory requirements. By the end of this training, you should be able to apply the principles of compliance and anti-fraud in your daily work and contribute to safeguarding the company and its clients.
1
Yes
2
No
1
Yes
2
No
Obtain necessary licenses and certifications
As a Senior Loan Officer, it is important to possess the required licenses and certifications to perform your role effectively. This task involves obtaining the necessary licenses and certifications as per the regulatory requirements. The completion of this task will ensure that you are legally authorized to engage in lending activities and provide financial services to our clients.
Meet the Team and Department walkthrough
Teamwork makes the dream work! In this task, you will have the opportunity to meet your team members and go through a department walkthrough. This will help you familiarize yourself with your colleagues, their roles, and their contributions to the lending process. By the end of this task, you should feel connected and have a better understanding of how your team fits into the larger organizational structure.
1
In-person meetings
2
Email
3
Video conferencing
4
Instant messaging
5
Other
Understand company's lending products and services
Knowledge is power! In this task, you will gain an understanding of our company's lending products and services. This includes understanding the different types of loans we offer, their features and benefits, and the target market for each product. By the end of this task, you should be able to confidently promote and recommend our lending products to potential clients.
Study company's lending and underwriting standards
In order to effectively evaluate loan applications and make informed lending decisions, it is crucial to familiarize yourself with our company's lending and underwriting standards. This task involves studying the company's lending policies, credit criteria, and underwriting guidelines. By the end of this task, you should have a comprehensive understanding of our lending and underwriting standards and be able to apply them in your day-to-day work.
E-Learning on using Loan Origination Software
As a Senior Loan Officer, you will be using a Loan Origination Software to process loan applications and manage customer data. This task involves completing an e-learning course on how to effectively use the software. By the end of this task, you should be able to navigate the software, enter and retrieve customer information, and process loan applications efficiently.
1
Very comfortable
2
Comfortable
3
Neutral
4
Uncomfortable
5
Very uncomfortable
Approval: HR on completed paperwork and proof of certifications
Will be submitted for approval:
Submit necessary paperwork for HR
Will be submitted
Get to know your sales targets and responsibilities
In order to achieve success as a Senior Loan Officer, it is important to understand your sales targets and responsibilities. This task involves reviewing your individual sales targets, understanding the metrics used to measure performance, and familiarizing yourself with the strategies and techniques required to achieve your targets. By the end of this task, you should have a clear understanding of your sales goals and how to effectively meet them.
Create access to relevant databases and softwares
To perform your duties effectively, it is important to have access to the relevant databases and software tools. This task involves creating access to the databases and software tools necessary for your role. By the end of this task, you should have the necessary access and permissions to use these resources to support your lending activities.
Introduction to company culture and values
Welcome to a culture of excellence! In this task, you will be introduced to our company culture and values. We believe in fostering a positive and inclusive work environment where integrity, collaboration, and empathy are at the forefront. By the end of this task, you should have a clear understanding of our culture and values and be prepared to contribute positively to the team and organization.
1
Integrity
2
Collaboration
3
Empathy
4
Innovation
5
Excellence
Establish communication channels with managers and colleagues
Communication is key! In this task, you will establish communication channels with your managers and colleagues. This includes sharing contact information, setting communication preferences, and discussing the preferred modes and frequency of communication. By the end of this task, you should have clear communication channels established to facilitate effective collaboration and information sharing.
1
Slack
2
Microsoft Teams
3
Google Hangouts
4
WhatsApp
5
Other
Approval: IT department for system access
Will be submitted for approval:
Create access to relevant databases and softwares
Will be submitted
Learn about the competition and market dynamics
To stay ahead in the lending industry, it is crucial to understand the competition and market dynamics. This task involves conducting research and familiarizing yourself with our competitors, their products, and industry trends. By the end of this task, you should have a comprehensive understanding of the competitive landscape and market dynamics within the lending industry.
1
Daily
2
Weekly
3
Monthly
4
Occasionally
5
Never
Understand company's customer service standards and guidelines
Providing exceptional customer service is a top priority for us. In this task, you will familiarize yourself with our company's customer service standards and guidelines. This includes understanding our commitment to customer satisfaction, resolving customer complaints, and maintaining professionalism in all customer interactions. By the end of this task, you should be able to provide excellent customer service and build strong customer relationships.
Approval: Manager for completed anti-fraud training
Will be submitted for approval:
Complete compliance and anti-fraud training
Will be submitted
Introduction to performance monitoring and reporting tools
In order to track your performance and identify areas for improvement, it is important to be familiar with our performance monitoring and reporting tools. This task involves an introduction to the tools and systems used to monitor your sales performance, track key metrics, and generate performance reports. By the end of this task, you should be able to effectively use these tools to evaluate your performance and make data-driven decisions.
Meet potential clients and initial interactions
Time to put your skills into practice! In this task, you will have the opportunity to meet potential clients and engage in initial interactions. This includes conducting initial consultations, understanding the clients' needs and financial goals, and building rapport. By the end of this task, you should be able to effectively initiate client relationships and lay the foundation for successful lending transactions.
Approval: Compliance Department for License Verifications
