THE KEY TO ONBOARDING A NEW LOAN OFFICER SEAMLESSLY
BY SHANNON HUYG
Naturally, joining a new organization can invoke anxiety. But it can be especially daunting for a loan officer whose livelihood depends on the ability to produce loans. From the start, Premier Mortgage Resources’ focus has been to enable loan officers to hit the ground running. We want the pathway to production to be limitless even as they are moving from one company to another.
Changing companies is challenging enough. That is why PMR is committed to bridging the gap of unfamiliarity so new loan officers feel at home and part of a team from the start. During the transition, loan officers send new applicants in through the PMR application system, where our Onboarding Loan Officer Assistants carry
the new applications forward. During that time, full transparency on the loan is offered through a shared folder, enabling them to maintain actionable communication with borrowers.
Over the years, we have tested and experimented with our onboarding system as much as possible to ensure a seamless transition. During that
The loan officer may be under a lot of stress during this time, that is why we have a keen focus on our philosophy of operational excellence. This helps companies meet a loan officer’s goals and provide rapid responses to their clients so they take swift action when it’s needed the most.
period, we found three keys to success: having a solid transition plan, infinite support, and in-depth training. We’ve set out to perfect all three.
Why experience counts
Easy hand off through technology
How do you accomplish excellence in transitions while remaining efficient? How do you empower new loan officers to perform at their best from the start? At PMR, we have tested and explored different options in onboarding to avoid as many hiccups as we can during the transition period. The first step we take is having a clear plan to move forward. Our onboarding crew maps this out for every loan officer, and works closely with until they’re 100% confident in their new role. This ensures every step of the process is carefully executed. Daily calls and contact points take place so that loan officers can get the assistance they need as quickly as possible with the training team.
Technology is critical in the mortgage world. At PMR, we’ve acquired some of the most cutting- edge programs so that loan officers can do what they do best: originate. Training on these technologies can be intimidating, though. While the onboarding team is standing by to assist with any training needs, our HelpDesk team also acts quickly to address glitches encountered with the new technology.
Work styles that promote growth
A positive work culture, communication, teamwork,
I have been in the Financial Industry for more than 25 years. I truly love helping clients purchase and refinance their homes, but my true passion is in training and mentoring new and fellow loan officers. I can’t wait to help you with your next loan! My husband Dave and I have been married for 21 years and love hanging out with our daughters Julia (19) and Quinn (16). ABOUT SHANNON HUYG
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