Student Loan Sales (Secondary Market) Process Workflow Template

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Overview: Student Loan Sales (Secondary Market) Workflow Template

This workflow template illustrates the sales of student loans to other financial institutions, including initial sales prospecting, request for proposal/information (RFP/RFI) processing and post-sales service and performance monitoring. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Student Loan Sales (Secondary Market) process.

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Process Details and FAQ: Student Loan Sales (Secondary Market)

What is included in the Student Loan Sales (Secondary Market) process?

The Student Loan Sales (Secondary Market) process involves coordination between multiple financial institutions (banks, broker/dealers, loan servicers, etc.), marketing staff, sales representatives, sales support team members and credit/risk management staff to market and sell educational loans (i.e., student loans) on the secondary market. Loans originated by banks, or other loan originators, are often "bundled" and sold to third parties on the secondary market.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Student Loan Sales (Secondary Market) process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Student Loan Sales (Secondary Market) process:

  • Financial Institutions
  • Sales Representatives
  • Sales Support Staff
  • Marketing Staff
  • Credit/Risk Management Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Student Loan Sales (Secondary Market)

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Mapped in BPMN 2.0 format


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