{"id":30134,"date":"2023-07-30T05:03:30","date_gmt":"2023-07-30T05:03:30","guid":{"rendered":"https:\/\/www.process.st\/templates\/member-business-lending-officer-onboarding\/"},"modified":"2024-05-23T11:52:22","modified_gmt":"2024-05-23T11:52:22","slug":"member-business-lending-officer-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/member-business-lending-officer-onboarding\/","title":{"rendered":"Member Business Lending Officer Onboarding"},"content":{"rendered":"\n<section id=\"provide-initial-introduction-and-overview-of-the-position\">\n <h2>Provide Initial Introduction and Overview of the Position<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/93ccf1e2-3cac-4e82-b0bd-efe1063c838e\/utQoa2mmZW5oBaKQM4NEZQ.png\" alt=\"Provide Initial Introduction and Overview of the Position\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/93ccf1e2-3cac-4e82-b0bd-efe1063c838e\/utQoa2mmZW5oBaKQM4NEZQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  In this task, you will provide the new Member Business Lending Officer with an introduction and overview of their position. Explain the role of a Member Business Lending Officer and how it contributes to the overall lending process. Emphasize the importance of their role in supporting the growth and success of our business members. What challenges may arise in this role, and how can they be approached?\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are your key responsibilities as a Member Business Lending Officer? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"allocate-necessary-equipment-and-resources\">\n <h2>Allocate Necessary Equipment and Resources<\/h2>\n <div class=\"text-content\">\n  Ensure that the new Member Business Lending Officer has all the necessary equipment and resources to perform their job effectively. This may include a computer, phone, desk, chair, and any other tools specific to the role. What equipment and resources are essential for the Member Business Lending Officer to have access to?\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select the necessary equipment and resources <\/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     Laptop\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     Phone\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     Desk\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     Chair\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     Member Business Lending Software Access\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"set-up-member-business-lending-software-access\">\n <h2>Set Up Member Business Lending Software Access<\/h2>\n<\/section>\n<section id=\"provide-training-on-member-business-lending-software\">\n <h2>Provide Training on Member Business Lending Software<\/h2>\n<\/section>\n<section id=\"introduce-to-lending-team-and-key-contacts\">\n <h2>Introduce to Lending Team and Key Contacts<\/h2>\n<\/section>\n<section id=\"review-company-policies-and-regulations\">\n <h2>Review Company Policies and Regulations<\/h2>\n<\/section>\n<section id=\"approval-review-of-company-policies\">\n <h2>Approval: Review of Company Policies<\/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\">\n        <span class=\"title\">Review Company Policies and 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=\"complete-compliance-training\">\n <h2>Complete Compliance Training<\/h2>\n<\/section>\n<section id=\"faniliarise-with-common-loan-products-and-services\">\n <h2>Faniliarise with Common Loan Products and Services<\/h2>\n<\/section>\n<section id=\"shadow-senior-lending-officer-on-a-client-call\">\n <h2>Shadow Senior Lending Officer on a Client Call<\/h2>\n<\/section>\n<section id=\"review-risk-assessment-procedure\">\n <h2>Review Risk Assessment Procedure<\/h2>\n<\/section>\n<section id=\"train-on-loan-origination-process\">\n <h2>Train on Loan Origination Process<\/h2>\n<\/section>\n<section id=\"approval-training-on-loan-origination-process\">\n <h2>Approval: Training on Loan Origination Process<\/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\">\n        <span class=\"title\">Train on Loan Origination Process<\/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=\"understand-underwriting-guidelines\">\n <h2>Understand Underwriting Guidelines<\/h2>\n<\/section>\n<section id=\"reviewing-loan-documents\">\n <h2>Reviewing Loan Documents<\/h2>\n<\/section>\n<section id=\"engage-in-roleplaying-exercises\">\n <h2>Engage in Role-playing Exercises<\/h2>\n<\/section>\n<section id=\"discuss-performance-expectations-and-targets\">\n <h2>Discuss Performance Expectations and Targets<\/h2>\n<\/section>\n<section id=\"assign-first-client-case-to-handle-under-supervision\">\n <h2>Assign First Client Case to Handle under Supervision<\/h2>\n<\/section>\n<section id=\"approval-first-client-case-handling\">\n <h2>Approval: First Client Case Handling<\/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\">\n        <span class=\"title\">Assign First Client Case to Handle under Supervision<\/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=\"feedback-session-and-qna-with-supervisor\">\n <h2>Feedback Session and QnA with Supervisor<\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide Initial Introduction and Overview of the Position In this task, you will provide the new Member Business Lending Officer with an introduction and overview of their position. Explain the role of a Member Business Lending Officer and how it contributes to the overall lending process. Emphasize the importance of their role in supporting the [&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":"o4uWtxSpjqYT9Z5EubdMbg","task_0":"Provide Initial Introduction and Overview of the Position","task_slug_0":"provide-initial-introduction-and-overview-of-the-position","task_1":"Allocate Necessary Equipment and Resources","task_slug_1":"allocate-necessary-equipment-and-resources","task_2":"Set Up Member Business Lending Software Access","task_slug_2":"set-up-member-business-lending-software-access","task_3":"Provide Training on Member Business Lending Software","task_slug_3":"provide-training-on-member-business-lending-software","task_4":"Introduce to Lending Team and Key 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