Onboard a new commercial banker
Three new hires, three different teachers, three different memos. Fix the sequence.
The situation
You hired into commercial lending and each person learned from whoever sat nearest.
- Two memos on similar files argue in completely different shapes.
- A senior lender rewrites the recommendation instead of correcting it.
- Nobody can say when a new hire is ready to carry a file alone.
What Crediteris answers with
- Start from a diagnostic
- CA-000, 60 minutes, places each hire where they actually are.
- One sequence, not a catalogue
- Pathway PW-1: 39.5 hours, level 1 then level 2, in order.
- A plan the manager can see
- TT-09, the 30-60-90-day action plan, agreed in week one.
- A real file to finish on
- Excavation Petitcodiac: a $529k equipment loan, compiled statements, no cash flow statement.
How you know it worked
90 days
to a level 1 certification that was scored, not attended.
What is missing today
No module is available to learners yet, so no hire can be put through this today.