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THE SUPPLEMENTAL TRAINING GUIDE
For
The New Loan Officer's Handbook for Success
If you are looking for a Training Guide to assist you in your personal training of Loan Officers then this is the book for you. This Supplemental Training Guide is designed for those branch managers and/or mortgage trainers who wish to personally train their loan officers using The New Loan Officer's Handbook for Success as their main training resource. This Guide has 118 pages and covers each chapter in the main book, what to bring to training on that chapter and/or section, and the subjects to emphasize during your training. And, it has exams with answer sheets - which test on the information in each section of the main book.
This Training Guide begins with discussing the different ways of presenting and arranging your training presentation and sessions. Following that, to make this Training Supplement as meaningful and useful as possible for you, in preparing for your training, each chapter has a summary page with the following:
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I. Purpose:
Here it list the purposes and objectives of that chapter.
II. Focus of That Chapter:
In written form, this area expounds on the purposes of that chapter and highlights the main ideas and topics presented in that chapter (within the main book). Suggestions are also sometimes included here on how to present the information and what your Loan Officers should have learned following your training on that chapter.
III. Documents Needed For Training:
This lists those documents to prepare and bring to the training (if any). If any of those documents are available in the main book, I will also state where that document (its page number) can be found.
IV. Suggested Terms and Concepts to Emphasize:
This itemizes some of the suggested topics that could be covered during your training on that chapter. I included this because we all can get sidetracked sometimes by questions and/or stories we may be telling during the training. This is here so you can quickly tell, at a glance, if you are staying on track and/or have covered all the main points you wish to discuss on that chapter - before moving on.
Exams Covering each Section of the Main Book:
Also, once you have completed your training on each section in this guide, you have the option of testing your Loan Officers on the material covered in that section. Exams on each section are located at the back of this guide and each exam has an accompanying answer sheet. You can decide whether you wish to have your Loan Officers complete these exams on paper or to ask them individually or as a group for the answers to those questions. Of course, availability of time and content of that section will usually determine which way to go here.
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