Basic Function
Review processes within Operations and Client Services to ensure procedures are being met according to company guidelines, policies, laws, or regulations. Accurately update and record findings.
ESSENTIAL JOB FUNCTIONS*
• Maintain knowledge of company guidelines, policies, laws and regulations
• Identify opportunities for improvement and present to management
• Review processes within Loan Origination to ensure all policies, laws, procedures and guidelines are being met
• Perform review of loan files to ensure policies and program guidelines are adhered to; document and report findings
• Perform reviews of outgoing customer correspondence
• Perform reviews of customer complaints
• Analyze/audit emails, voice calls (live and recorded) and customer surveys to identify areas of service delivery that do not meet pre-established performance standards within the Call Center; documents findings
• Facilitate calibration/group sessions regarding the customer service quality program
• Accurately update and record findings
• Provide structured and timely recommendations; verbal and/or written feedback to Call Center leadership, Call Center operations, analysts and the Training Team.
• Assist with inquiries from regulatory agencies, the Better Business Bureau, Internal Departments (e.g. Legal, Fraud, Audit, and Compliance etc.)
• Assist with internal and external audits as assigned
• Assist with system testing and validation
• Complete monthly, quarterly, and annual testing of established controls
• Assist in the development of automated systems to improve the Quality Assurance process
• Maintain a high level of professionalism and integrity
• Support departmental initiatives, objectives and strategic goals
• Keep Management informed of any related issues, concerns or problems
• Perform other duties and special projects as assigned by Management
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