{"id":30109,"date":"2023-07-29T06:02:47","date_gmt":"2023-07-29T06:02:47","guid":{"rendered":"https:\/\/www.process.st\/templates\/consumer-loan-officer-onboarding\/"},"modified":"2024-03-05T13:17:19","modified_gmt":"2024-03-05T13:17:19","slug":"consumer-loan-officer-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/consumer-loan-officer-onboarding\/","title":{"rendered":"Consumer Loan Officer Onboarding"},"content":{"rendered":"\n<section id=\"provide-initial-employment-documentation\"> \n <h2>Provide initial employment documentation<\/h2>\n <div class=\"text-content\">\n   Please provide all necessary employment documentation to our HR department. This includes your resume, identification documents, and any relevant certifications or licenses. These documents are crucial for verifying your credentials and ensuring compliance with legal requirements. If you have any questions or need assistance with the process, please reach out to your HR representative. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"complete-the-banks-code-of-conduct-training\"> \n <h2>Complete the bank's code of conduct training<\/h2>\n <div class=\"text-content\">\n   It is important that all employees adhere to our bank's code of conduct. This training will familiarize you with our ethical standards, policies, and procedures. By completing this training, you will gain a clear understanding of our expectations and how to conduct yourself in a professional manner. Take your time to review the material thoroughly and feel free to ask any questions that may arise during the training. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Have you completed the code of conduct training? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"explain-job-duties-and-expectations\"> \n <h2>Explain job duties and expectations<\/h2>\n <div class=\"text-content\">\n   In this task, we will go over your specific job duties and expectations. We want to ensure that you have a clear understanding of what is expected of you in your role as a consumer loan officer. This will help you align your efforts towards achieving our team and organizational goals. Take note of any questions or concerns you may have, and we will address them during the discussion. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe your understanding of your job duties and expectations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduce-to-the-team-and-provide-office-orientation\"> \n <h2>Introduce to the team and provide office orientation<\/h2>\n <div class=\"text-content\">\n   Welcome to our team! We will introduce you to your teammates and provide an office orientation to help you settle in. Building relationships and fostering teamwork is a key aspect of our work culture. We want to ensure that you feel comfortable and supported in your new environment. Please let us know if there's anything specific you'd like to know or if you have any concerns. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select your team members <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"learn-about-and-understand-consumer-loan-products\"> \n <h2>Learn about and understand consumer loan products<\/h2>\n <div class=\"text-content\">\n   To effectively serve our customers, it's crucial that you have a comprehensive understanding of our consumer loan products. This knowledge will enable you to assist customers in choosing the right loan options and provide them with accurate information. Please familiarize yourself with our product catalog and take note of any questions or areas where you may need further clarification. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select a loan product you want to learn more about <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Personal Loans \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Auto Loans \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Mortgages \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Home Equity Loans \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Credit Cards \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-manager\"> \n <h2>Approval: Manager<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Learn about and understand consumer loan products<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"setup-access-to-consumer-lending-software\"> \n <h2>Setup access to consumer lending software<\/h2>\n <div class=\"text-content\">\n   In order to perform your job duties efficiently, you will need access to our consumer lending software. Our IT department will assist you in setting up your account. Please provide them with the necessary information to ensure a smooth setup process. If you encounter any difficulties or have any questions, don't hesitate to reach out to our IT team. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Enter your full name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Enter your email address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Enter your employee ID number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"train-on-using-consumer-lending-software\"> \n <h2>Train on using consumer lending software<\/h2>\n <div class=\"text-content\">\n   Now that your account is set up, it's time to get familiar with our consumer lending software. This training will guide you through the various features and functionalities of the software, enabling you to navigate it confidently. Take your time to explore the different modules and tools available. If you have any questions or need further assistance, our IT team is here to help. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Have you completed the consumer lending software training? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"learn-the-process-for-credit-checks-and-income-verification\"> \n <h2>Learn the process for credit checks and income verification<\/h2>\n <div class=\"text-content\">\n   As a consumer loan officer, it is essential to understand the process of conducting credit checks and verifying income. These steps are crucial in assessing a borrower's creditworthiness and determining their eligibility for a loan. Familiarize yourself with the specific procedures and tools we use to perform these checks. If you have any questions or need clarification, please reach out to your supervisor. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What are the key steps in conducting a credit check? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the process for income verification <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"observe-a-senior-loan-officer-conducting-loan-interviews\"> \n <h2>Observe a senior loan officer conducting loan interviews<\/h2>\n <div class=\"text-content\">\n   Observing a senior loan officer conducting loan interviews will provide valuable insights into effective customer interactions. Pay close attention to their communication skills, the questions they ask, and how they assess customer needs. Take notes on any notable techniques or best practices you observe during the session. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What are some key observations you made during the loan interview? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"complete-regulatory-compliance-training\"> \n <h2>Complete regulatory compliance training<\/h2>\n <div class=\"text-content\">\n   Compliance with regulatory requirements is crucial in the consumer lending industry. This training will provide you with an overview of the relevant regulations and legal frameworks that govern our operations. Understanding these rules will help you ensure that our loan processes are conducted ethically and in compliance with all applicable laws. Take your time to review the training material thoroughly and ask any questions you may have. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Have you completed the regulatory compliance training? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"train-on-customer-service-best-practices\"> \n <h2>Train on customer service best practices<\/h2>\n <div class=\"text-content\">\n   Providing excellent customer service is at the core of our business. This training will equip you with the necessary skills and knowledge to deliver exceptional service to our customers. We will cover effective communication strategies, problem-solving techniques, and how to handle challenging situations. Reflect on your own experiences as a customer and think about the qualities you appreciate in service providers. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What does excellent customer service mean to you? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"role-play-consumer-loan-interviews\"> \n <h2>Role play consumer loan interviews<\/h2>\n <div class=\"text-content\">\n   In this task, we will simulate consumer loan interviews to practice your skills. This exercise will help you become more comfortable in engaging with customers and handling their inquiries. Take on the role of both the loan officer and the customer during the role play. Seek feedback from your colleagues and supervisor to improve your performance. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe your experience during the role play <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-trainer\"> \n <h2>Approval: Trainer<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Train on using consumer lending software<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"learn-about-ongoing-certifications-and-learning-requirements\"> \n <h2>Learn about ongoing certifications and learning requirements<\/h2>\n <div class=\"text-content\">\n   Continuous learning and professional development are key to success in this industry. Familiarize yourself with our ongoing certifications and learning requirements. These enable you to stay updated with industry trends, regulations, and customer preferences. Discuss with your supervisor how to prioritize your learning goals and ensure compliance with these requirements. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select a certification or learning requirement to focus on <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Certified Consumer Loan Officer (CLO) \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Annual Customer Service Training \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Advanced Consumer Lending Seminar \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Digital Marketing for Loan Officers \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Ethics and Compliance Webinar \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"understand-the-process-for-loan-decision-making\"> \n <h2>Understand the process for loan decision making<\/h2>\n <div class=\"text-content\">\n   Understanding our loan decision-making process is critical to your role as a consumer loan officer. This knowledge will enable you to confidently assess loan applications and make informed decisions regarding loan approvals or rejections. Familiarize yourself with the criteria, review process, and factors considered during loan decision making. If you have any questions or need further clarification, please consult with your supervisor or a senior loan officer. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What factors are typically considered during the loan decision-making process? <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"go-over-process-for-documenting-loan-decisions\"> \n <h2>Go over process for documenting loan decisions<\/h2>\n <div class=\"text-content\">\n   Accurate and detailed documentation of loan decisions is essential for compliance purposes and maintaining an audit trail. Familiarize yourself with the process for documenting loan decisions in our system. Pay attention to the required fields, data entry guidelines, and any validation checks. If you have any questions or need guidance, please consult with your supervisor. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the process for documenting loan decisions <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-banks-privacy-policies-and-federal-regulations\"> \n <h2>Review bank's privacy policies and federal regulations<\/h2>\n <div class=\"text-content\">\n   Protecting customer privacy and adhering to federal regulations are top priorities for our bank. Familiarize yourself with our bank's privacy policies and the relevant federal regulations governing consumer loan operations. Awareness of these guidelines will enable you to handle customer information with care and ensure compliance with privacy regulations. If you have any questions or need clarification, please consult with your supervisor or our compliance team. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Have you reviewed the bank's privacy policies and federal regulations? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-compliance-officer\"> \n <h2>Approval: Compliance Officer<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review bank's privacy policies and federal regulations<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"receive-final-feedback-from-onboarding-coach-and-manager\"> \n <h2>Receive final feedback from onboarding coach and manager<\/h2>\n <div class=\"text-content\">\n   Congratulations on completing the consumer loan officer onboarding process! In this final task, we will provide you with detailed feedback on your performance throughout the onboarding process. Our goal is to support your growth and development as a loan officer. We value your input and encourage you to share any suggestions or areas where you feel further support is needed. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe your overall experience during the onboarding process <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide initial employment documentation Please provide all necessary employment documentation to our HR department. This includes your resume, identification documents, and any relevant certifications or licenses. These documents are crucial for verifying your credentials and ensuring compliance with legal requirements. If you have any questions or need assistance with the process, please reach out to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udc68\u200d\ud83d\udcbc","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"ir2t5vh4EdMP53WMRaxNhA","task_0":"Provide initial employment documentation","task_slug_0":"provide-initial-employment-documentation","task_1":"Complete the bank's code of conduct training","task_slug_1":"complete-the-banks-code-of-conduct-training","task_2":"Explain job duties and expectations","task_slug_2":"explain-job-duties-and-expectations","task_3":"Introduce to the team and provide office orientation","task_slug_3":"introduce-to-the-team-and-provide-office-orientation","task_4":"Learn about and understand consumer loan products","task_slug_4":"learn-about-and-understand-consumer-loan-products","task_5":"Approval: Manager","task_slug_5":"approval-manager","task_6":"Setup access to consumer lending software","task_slug_6":"setup-access-to-consumer-lending-software","task_7":"Train on using consumer lending software","task_slug_7":"train-on-using-consumer-lending-software","task_8":"Learn the process for credit checks and income verification","task_slug_8":"learn-the-process-for-credit-checks-and-income-verification","task_9":"Observe a senior loan officer conducting loan interviews","task_slug_9":"observe-a-senior-loan-officer-conducting-loan-interviews","task_10":"Complete regulatory compliance training","task_slug_10":"complete-regulatory-compliance-training","task_11":"Train on customer service best practices","task_slug_11":"train-on-customer-service-best-practices","task_12":"Role play consumer loan interviews","task_slug_12":"role-play-consumer-loan-interviews","task_13":"Approval: Trainer","task_slug_13":"approval-trainer","task_14":"Learn about ongoing certifications and learning requirements","task_slug_14":"learn-about-ongoing-certifications-and-learning-requirements","task_15":"Understand the process for loan decision making","task_slug_15":"understand-the-process-for-loan-decision-making","task_16":"Go over process for documenting loan decisions","task_slug_16":"go-over-process-for-documenting-loan-decisions","task_17":"Review bank's privacy policies and federal regulations","task_slug_17":"review-banks-privacy-policies-and-federal-regulations","task_18":"Approval: Compliance Officer","task_slug_18":"approval-compliance-officer","task_19":"Receive final feedback from onboarding coach and manager","task_slug_19":"receive-final-feedback-from-onboarding-coach-and-manager","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[65,11],"tags":[],"class_list":["post-30109","post","type-post","status-publish","format-standard","hentry","category-credit-union","category-employee-onboarding"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/30109","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=30109"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/30109\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=30109"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=30109"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=30109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}