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NEW Loan Management (Account Inquiries (Interest calculations, Statements…
NEW Loan Management
Account Inquiries
Interest calculations
Statements of account
Deposit inquiries
Balance
Payment calculations/adjustments
Equifax reporting/impact
Loan Setup (post approval)
Loan Documents
All disbursements
Preparation for loan
Void Cheque, Banking, Payments
Compliance
Subsequent Disbursements
Adjust schedule
DDR, Promissory Note docs
Liaise with accounting
Incoming task from Coaches
Loan Account Administration
Issue Resolution
Reconciliation (accounting support)
Deactivation
Account Reminders/Messaging
Paid in Full
Failed Payment
Increase in Payments
Loan Restructures
Decision notes and interaction history
Assess financial situation
Adjust schedule
Complete Data Entry
Turn Key
Upcoming CRM
Additional Loan Processing
To be discussed - assessment from Client Success
Financial Literacy coaching