Student Loan Sales (Secondary Market)
Workflow Template
Student Loan Sales (Secondary Market)
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.
Related KPIs : Calls Handled per Representative, Sales Representative Activity Breakdown: On-Phone, Sales Quota Attainment
What is Student Loan Sales (Secondary Market)?
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.
Download a Sample Student Loan Sales (Secondary Market)
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A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
Q: What can a Workflow Template do for me?
A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!
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