Follow Compan's regulations and
guidelines. Follow compliance and regulatory procedures.
Show continuous education to keep up to
date with the industry.
Create and implement protocol and
procedures for the Department.
Able to communicate with others on a day
to day basis in a professional and respectful manner. Work efficiently with
loan specialists, agents and employees.
Maintain accurate records of all credit
maintenance clients.
Maintain a tracking system and a follow
through system for all credit maintenance clients.
Cross train all processing staff on
credit maintenance and division's protocols. Educate and train leaders in
credit maintenance product and procedures to assist their agents.
Research efficient ways to enhance
products and services.
Step into other division's roles
whenever department work load is decreasing.
Everyday Work for Credit Division
Client Contact
When sending out e-mails all attachments
are sent in PDF or Password protected with the clients SSN (no spaces or
dashes)
Keep in contact with clients about their
credit report, any items they wanted disputed, and any new information.
Client cancellation – clients may wish
to cancel and will need to be e-mailed a Cancellation Request, or may be
cancelled because of payment delinquency and will need to be e-mailed a Notice
of Cancellation.
Loan Originator Contact
An L.O. may not wish to sign up a
client.
Save the e-mail in the denied clients'
folder in the Server-Raid.
An L.O. may wish to sign up a
client.
E-mail the L.O. a Responsibility Packet
and a Sign up process worksheet.
Manager Contact
Keep your manager informed at all times
with any questions and concerns.
Keep weekly records and e-mail your
status to your Manager to help them keep track of your progress.
