Hello, This assignment is to create a 12-15 page power point presentation based on a company I have experince and knowledge about. In this case we will be using The Federal Savings Bank. https://www.thefederalsavingsbank.com/ we will need to develop key performance indicators in four of the departments. Mortgage origination (sales), Mortgage operations (processing), mortgage underwriting and marketing (leads). We need to develop key performance indicators at each level of each department and how they relate to each other. Sales will have indicators based on funded volume but also processing and underwiring feed back. Operations will be based on units funded with a component for clean submission to UW. UW will have a KPI for units funded but also speed for approvals and final approvals. Marketing will have a KIP for lead delivery to sales, but also submissions to underwriting to ensure quality. all departments will need to have an associated KPI. A dash board will need to be devoped to track the KPI’s of each division. Sales – #of calls, # of applications, #of submissions to processing, #of fundings. Operations- #of of submissions to Underwirting, #of submissiont o clear to close, #of attempts for clear to close, #of fundings Underwriting – #of approvals issued, #of conditions per approval, #of clear to close issued, Time from submission to approval, time from submission of clear to close to clear to close. marketing – #of leads delivered daliy, #of leads lasting in conversations more than 10 min, #of submissions to UW.
