Loan Officer 30-60-90 Day Plan Example

Example: Loan Officer 30-60-90 Day Plan
New Loan Officers: ___________________ Date: __________________________
Description – This will outline our expectations for the first 90 days of employment for all Loan
Officers. A performance review will be performed after 90 days, based on these goals. (Dates for
accomplishments requiring the use of the new laptop computer will be adjusted based upon the
delivery date of the computer)
30 Day Goals – To Be Accomplished by (DATE)
Set up new laptop computer.
Install and become proficient using Outlook Email.
Begin using all COMPANY Software.
Install and begin using ACT! Input “Sphere of Influence” contacts into database.
Develop “Sphere of Influence” list and send out introduction letters/announcement cards.
(Submit list to Sales Manager (SM))
Become familiar with COMPANY products and programs.
Become familiar with COMPANY policies and complete all required online training courses
including: Privacy, Information Security, Advertising & Marketing, Code of Ethics, Fair Lending
Policy, Fraud Awareness, Anti-money Laundering, and Growing Your Business, etc...
(Outbound Marketing).
Attend all weekly sales meetings and scheduled training sessions.
Obtain a professional “Marketing” photo, and place on web-site.
Devise personal marketing system and begin writing annual business plan.
Schedule quality time with top producing COMPANY Loan Officers to review their business
strategies and unique selling propositions, and to join them for sales calls and closings
whenever possible.
Introduce yourself to the Team at the Closing Center (if not local).
Read and understand all compliance, disclosure and loan documentation including application
and loan closing documentation.
Understand work flow and file flow procedures.
Schedule time with SM to begin training on loan pricing strategy, pricing goals and commission
calculations.
Attend and complete organization Training programs by DATE.
Build your Loan Officer Marketing Kit.
60 Day Goals – To be accomplished by (DATE)
Schedule time with Manager to review pricing, and training from first 30 days
Develop and demonstrate a thorough knowledge of the organization loan pricing strategy,
pricing goals and commission calculations.
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