Student Loan Sales (Secondary Market)

Workflow Template

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.

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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