Templates
Finance
Credit Dispute Specialist Onboarding
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Credit Dispute Specialist Onboarding

1
Introduction to Company Policies and Procedures
2
Understanding the Role and Responsibilities of a Credit Dispute Specialist
3
Understanding the Process of Credit Dispute Resolution
4
Technical Training: Use of Credit Dispute Software
5
Understanding the Legal Aspects of Credit Dispute Resolution
6
Technical Training: Proficiency in Microsoft Office Tools
7
Training on Interfacing with Credit Bureaus and Financial Institutions
8
Training: Customer Relationship Management
9
Understanding the Company's Customer Service Policies
10
Participation in Mock Credit Dispute Scenarios
11
Review of Company's Privacy and Data Protection Policies
12
Introduction to Team and Key Contacts
13
Approval: Team Leader's Initial Assessment
14
Understanding the Company's Code of Conduct
15
Understanding the Escalation Process for Difficult Disputes
16
Receiving Company ID and Access Credentials
17
Learning about the Company's Work Culture and Employee Benefits
18
Understanding the Employee Performance Review and Feedback Process
19
Approval: Manager's Final Assessment
20
Assignment of First Case