Service is Everything! So it is important to know the process and the vital roles of everyone in the team! In these 3 write-ups in a 6-month rolling calendar cycle = Termination, we discuss:
- Loan Processor: Miss a closing date established at handoff of file = write up.
- Junior Loan Processor: If a contract is received and not disclosed within 3 business days of handoff = write up.
- SDR: all requirements
- Account Executive / Sales Assistant: If you handoff a file to the lead sales assistant for pre-approval review / approval and the file is not ready for review
- Lead Sales Assistant: If you pre-approve a file and the file needs a restructure between contract received and closing
- Management & Underwriting
Download now to know more!