Intro to FC New Hire

Where can I find a list of telephone extensions for the MHC?

• Google

• Reference Guide

• OneNote

• My phone!

Answer explanation

MHC Contact Sheet can be found in the Reference Guide! You can print off a copy, but if you use the electronic copy you can hover over sections for more details!

It is this person's job to be the first point of contact for our members.

(a)  

Answer explanation

The Originator is the first point of contact for our members when they are starting the loan application process. They often set the mood for the entire process!

What is an important step regarding Processors and Loan Applications?

• Check the Navigation Icon to see if the application has been assigned.

• Check to see if the Processor is in office.

• Check to see if the application is ready for Processing.

• All of the above

Answer explanation

These are all great steps to ensure a wonderful Member experience! If your application is ready for a decision, or already has one - check to see if there is a Processor already assigned, is that Processor in office today? If not, assign the application to the queue or follow procedure!

Who do I contact with a "How to?" question regarding loan applications or systems?

• Lucy George

• MRS

• Partner Support

• Processors

Answer explanation

Check the Reference Guide first! If you cannot find the answer, call Partner Support at 6615 option 2.

Who do I contact with "Can I?" questions?

• Lucy George

• MRS

• Partner Support

• Processors

Answer explanation

While Partner Support can help with the "How To?" questions, Member Resolution can help with "Can I" questions - this is our supervisor extension and they are there to help out with any difficult questions regarding permissions or escalations.

Where can I find detailed information on Member Eligibility?

• OneNote

• Reference Guide

• Your neighbor

• Specfile

Answer explanation

Reference Guide is an excellent tool to help you locate a plethora of information, including Member Eligibility.

Where can I find the Reference Guide?

• PartnerNet

• G Drive

• OneNote

• Google

Answer explanation

You can locate Reference Guide on PartnerNet - you can even save it as a frequently used App!

This Partner will gather the documents for the loan to prep it for funding.

(a)  

Answer explanation

The Processor will provide a point of contact for our member, gather documents needed, and communicate any additional needs from Underwriting. Once they have these documents, the Processor will fund the loan or create an appointment to close in a Member Center.

Where can I find information on time expectations and documents needed that will provide contact information for our members?

• Outlook

• Symitar

• OneNote

• MeridianLink

Answer explanation

Your OneNote template is a good one stop shop for information regarding documents needed and time expectations for the loan. You can also find this information in Reference Guide.

Whose responsibility is it to send out the email template to our members?

• The Originator

• Virtual Branch

• The Processor

• Whoever provides the decision.

Answer explanation

Whoever provides the decision to the member will send out the email template. This template will contain documents needed as well as a link for the member to upload directly to the application.