Learn how to use mortgage servicing tools and software
10
Understand the company's quality and customer service standards
11
Approval: HR Onboarding Completion
12
Begin hands-on mentoring with an experienced agent
13
Receive assignment of first mortgage servicing portfolio
14
Learn how to track and record customer interactions
15
Understand how to handle missed payments and foreclosure proceedings
16
Approval: Supervisor for Handling Customer Interactions
17
Attend team meetings and trainings regularly
18
Master process for monthly statement generation and communication
19
Learn how to perform loan modifications and refinancing procedures
20
Approval: Mortgage Servicing Manager on Task Competency
Receive and review job description and responsibilities
This task is the first step in the onboarding process for a Mortgage Servicing Agent. It involves receiving and reviewing the job description and responsibilities to understand the role and its impact on the overall mortgage servicing process. By completing this task, you will gain clarity on what is expected from you and how your role contributes to the success of the team and company. Key Results: - Familiarity with the job description and responsibilities - Understanding of the role's impact on the mortgage servicing process - Clarity on expectations and deliverables Know-How: - Read and comprehend job description and responsibilities - Analyze and interpret the role's impact on the mortgage servicing process - Seek clarification if needed Challenges and Remedies: - Complex or technical terms and concepts in the job description can be challenging to understand. Seek guidance from team members or supervisors to ensure clarity and comprehension. Required Resources or Tools: - Job description and responsibilities document
Tour and become familiar with the office environment
This task involves taking a tour of the office environment to become familiar with the layout, facilities, and amenities. By completing this task, you will gain a better understanding of the office space, which will help you navigate and utilize the resources available to you. Key Results: - Familiarity with the office layout - Understanding of facilities and amenities Know-How: - Walk through the office and explore different areas - Observe and take note of important facilities (e.g., restrooms, break room, meeting rooms) - Familiarize yourself with office equipment and their locations (e.g., printers, scanners) Challenges and Remedies: - Large office spaces can be overwhelming. Seek assistance from a colleague or supervisor for guidance and support. Required Resources or Tools: - Office floor plan or map (if available)
Meet the team and understand their roles
In this task, you will have an opportunity to meet the team members and understand their roles within the mortgage servicing department. By completing this task, you will develop relationships and gain an understanding of how each team member contributes to the overall success of the department. Key Results: - Introduction to team members - Understanding of team members' roles and responsibilities Know-How: - Attend team introductions or meetings - Engage in conversations with team members - Ask questions to understand team members' roles Challenges and Remedies: - Remembering multiple names and roles can be challenging. Take notes during introductions and refer back to them as needed. Required Resources or Tools: - Team roster or organizational chart (if available)
Setup workstation, email, and necessary software applications
This task involves setting up your workstation, configuring your email account, and installing necessary software applications. By completing this task, you will have the necessary tools and resources to perform your daily tasks efficiently and effectively. Key Results: - Functional workstation with necessary software applications - Configured email account Know-How: - Set up and connect hardware components (e.g., computer, monitor, keyboard) - Install required software applications - Configure email account Challenges and Remedies: - Technical issues or software compatibility can arise during setup. Seek assistance from IT support or supervisors to resolve any issues. Required Resources or Tools: - Computer workstation with necessary hardware components - Software installation files or access to a software repository
1
Connect hardware components
2
Install necessary software applications
3
Configure email account
Complete HR paperwork and compliance documents
This task involves completing HR paperwork and compliance documents to ensure compliance with company policies and legal requirements. By completing this task, you will fulfill administrative requirements and provide necessary information to the HR department. Key Results: - Completed HR paperwork and compliance documents - Compliance with company policies and legal requirements Know-How: - Read and understand the purpose and content of each document - Provide accurate and complete information - Seek clarification from HR department or supervisors if needed Challenges and Remedies: - Complex legal terms or unfamiliar requirements can be challenging. Seek assistance from the HR department or supervisors to ensure accurate completion. Required Resources or Tools: - HR paperwork and compliance documents
Undergo training with inbound and outbound calls
In this task, you will undergo training to handle inbound and outbound calls related to mortgage servicing. By completing this task, you will develop the necessary skills and knowledge to communicate effectively with customers and provide quality service. Key Results: - Training on handling inbound and outbound calls - Development of communication skills Know-How: - Attend training sessions or workshops on call handling - Learn and practice effective communication techniques - Understand call scripting and customer interaction guidelines Challenges and Remedies: - Nervousness or difficulty in handling customer interactions can be challenging. Seek guidance and support from trainers or mentors to build confidence. Required Resources or Tools: - Training materials and guides
This task requires you to review the company's mortgage servicing policies and procedures. By completing this task, you will gain a comprehensive understanding of the company's guidelines and processes for managing mortgage accounts. Key Results: - Familiarity with company's mortgage servicing policies - Understanding of procedures for managing mortgage accounts Know-How: - Read and comprehend mortgage servicing policies and procedures - Analyze and interpret the guidelines and processes - Seek clarification if needed Challenges and Remedies: - Complex or technical terms can be challenging to understand. Seek guidance from supervisors or colleagues to ensure clarity and comprehension. Required Resources or Tools: - Company's mortgage servicing policies and procedures document
Study different mortgage products and services
This task involves studying different mortgage products and services offered by the company. By completing this task, you will gain knowledge of the various mortgage options available to customers, enabling you to provide informed assistance and recommendations. Key Results: - Understanding of different mortgage products and services - Knowledge of product features and benefits Know-How: - Read and study information on different mortgage products and services - Analyze and compare product features and benefits - Seek clarification if needed Challenges and Remedies: - Technical jargon or complex terms can be challenging to understand. Refer to training materials or seek guidance from experienced team members. Required Resources or Tools: - Mortgage product and services information
Learn how to use mortgage servicing tools and software
This task involves learning how to use mortgage servicing tools and software applications. By completing this task, you will gain the necessary skills to navigate and utilize these tools, enabling you to efficiently manage mortgage accounts. Key Results: - Proficiency in using mortgage servicing tools - Ability to navigate software applications Know-How: - Attend training sessions or workshops on mortgage servicing tools - Explore and practice using the tools and software applications - Seek assistance from IT support or supervisors if needed Challenges and Remedies: - Technical issues or unfamiliar interfaces can be challenging. Seek guidance from IT support or supervisors to resolve any issues. Required Resources or Tools: - Mortgage servicing tools and software applications
1
Attend training sessions
2
Explore software features
3
Practice using the software
Understand the company's quality and customer service standards
This task requires you to understand the company's quality and customer service standards. By completing this task, you will align your service delivery with the company's expectations and contribute to maintaining high-quality customer service. Key Results: - Understanding of company's quality and customer service standards - Alignment of service delivery with standards Know-How: - Read and comprehend quality and customer service standards - Analyze and interpret the guidelines - Seek clarification if needed Challenges and Remedies: - Ambiguity or inconsistencies in the standards can be challenging. Seek guidance from supervisors or colleagues to ensure clarity and alignment. Required Resources or Tools: - Company's quality and customer service standards document
Approval: HR Onboarding Completion
Will be submitted for approval:
Complete HR paperwork and compliance documents
Will be submitted
Begin hands-on mentoring with an experienced agent
In this task, you will begin hands-on mentoring with an experienced agent. By completing this task, you will have the opportunity to learn from their expertise, observe their workflows, and gain practical insights into the role of a Mortgage Servicing Agent. Key Results: - Hands-on mentoring with an experienced agent - Observational learning and practical insights Know-How: - Shadow the experienced agent during their daily tasks - Observe and take note of their workflows and practices - Ask questions and seek clarification on processes and best practices Challenges and Remedies: - Overwhelm or difficulty in keeping up with the experienced agent's pace can be challenging. Communicate your learning needs and expectations to ensure a productive mentoring experience. Required Resources or Tools: - None
Receive assignment of first mortgage servicing portfolio
This task involves receiving the assignment of your first mortgage servicing portfolio. By completing this task, you will be assigned a specific set of mortgage accounts to manage, enabling you to apply your knowledge and skills in a practical setting. Key Results: - Assignment of first mortgage servicing portfolio - Ownership of a specific set of mortgage accounts Know-How: - Receive assignment details from supervisors - Review and familiarize yourself with the assigned mortgage accounts - Seek clarification on any specific requirements or considerations Challenges and Remedies: - Complexity or high volume of assigned mortgage accounts can be overwhelming. Seek support from supervisors or colleagues to manage workload effectively. Required Resources or Tools: - Assignment details from supervisors
Learn how to track and record customer interactions
In this task, you will learn how to track and record customer interactions related to mortgage servicing. By completing this task, you will develop the skills to document customer interactions accurately and comprehensively, providing a comprehensive history of customer engagements. Key Results: - Ability to track and record customer interactions - Accurate and comprehensive documentation of customer engagements Know-How: - Attend training sessions or workshops on tracking and recording customer interactions - Understand the importance of accurate and timely documentation - Practice entering customer interaction details into appropriate systems Challenges and Remedies: - Technical issues or unfamiliar interfaces in tracking systems can be challenging. Seek guidance from IT support or supervisors to resolve any issues. Required Resources or Tools: - Tracking systems and software applications
1
Attend training sessions
2
Practice documentation using tracking systems
Understand how to handle missed payments and foreclosure proceedings
Understand how to handle missed payments and foreclosure proceedings for mortgage accounts. This includes learning the company's policies and procedures for managing late payments, handling payment arrangements, and initiating foreclosure proceedings when necessary. Are there any specific scenarios or cases you would like to understand better? Discuss them with your supervisor or experienced colleagues.
1
Missed payment handling
2
Payment arrangements
3
Initiating foreclosure proceedings
Approval: Supervisor for Handling Customer Interactions
Learn how to use mortgage servicing tools and software
Will be submitted
Understand the company's quality and customer service standards
Will be submitted
Attend team meetings and trainings regularly
Make it a priority to attend team meetings and trainings regularly. These meetings and trainings provide updates on processes, policies, and best practices. They also offer a platform for sharing knowledge and discussing challenges. Are there any specific topics or areas you would like to see covered in future team meetings or trainings? Share your suggestions with your supervisor or training coordinator.
Master process for monthly statement generation and communication
Master the process for monthly statement generation and communication with mortgage customers. This includes understanding the steps involved in generating accurate and timely statements, as well as ensuring effective communication with customers regarding their mortgage accounts. Do you have any questions or need further guidance on the monthly statement generation process? Ask your supervisor or experienced colleagues for assistance.
Learn how to perform loan modifications and refinancing procedures
Learn how to perform loan modifications and refinancing procedures for mortgage accounts. This includes understanding the eligibility criteria, documentation requirements, and process steps involved in these procedures. Are there any specific loan modification or refinancing scenarios you would like to explore? Share your interest with your supervisor or experienced colleagues to gain insights.
1
Change of interest rate
2
Loan term extension
3
Cash-out refinancing
Approval: Mortgage Servicing Manager on Task Competency
Will be submitted for approval:
Begin hands-on mentoring with an experienced agent
Will be submitted
Receive assignment of first mortgage servicing portfolio
Will be submitted
Learn how to track and record customer interactions
Will be submitted
Understand how to handle missed payments and foreclosure proceedings
Will be submitted
Attend team meetings and trainings regularly
Will be submitted
Master process for monthly statement generation and communication
Will be submitted
Learn how to perform loan modifications and refinancing procedures
