Monitor assigned portfolio in order to ensure compliance with specific requirements pursuant to contractual servicing agreements.
December 06, 2022
Lead the management, operations, training, coaching and support of a team of Account Strategists to ensure improved business growth, high agency satisfaction, and enhanced portfolio health.
December 23, 2022
Prepare necessary documents such as auto id cards, certificates, and evidences of property insurance once account has been bound.
January 10, 2023
Provides weekly and monthly updates on territory performance, key accomplishments, opportunities and priorities for the upcoming week/month along with other administrative responsibilities.
January 10, 2023
Manage client expectations with ongoing communications around meeting recaps, action items, task status and other pertinent information.
February 06, 2023
Develop Action Plans for any loans that are not meeting established standards for overall property performance and report these plans on specific, scheduled dates to the investor.
April 19, 2023