Roles/Responsibilites
Purpose of ECF Follow Up
What is to ensure payments counting toward 10 year forgiveness program & verify employer
CARES Act end date
What is January 31st, 2022
Requirements for Forgiveness Program
What is type of loans eligibility, repayment plan, qualifying payment count
Billing Dates
1st or 15th
Name Company's Top Goal for the Next 5 Years
What is to be the #1 Recognized Student Loan Forgiveness Industry Leader
Purpose of Zendesk
What is ticketing system for internal and external follows up from clients
CARES Act purpose
What to zero payment due & zero interest rate during March 14th,2020 until January 31st 2022
10 Year Forgiveness Program
MES draft clients accounts when
1st of every month
Standalone system that can help provide solutions for other companies or individuals
Role Expectations
What is build relationship with MES clients, provide white glove service, quick response time, follow up with all client communication and needs, build referrals
Payment count toward Forgiveness Program
Yes as long as loans are eligible and renewal is current
What is $49
Outgoing payments applied on?
15th of every month
Projected growth rate of client base for end of 2021
What is 6,500
Importance of CAP
To showcase transparency of client program, payments, and future be hub of all client historical data of all program updates/documents
Loan servicers that have a contract ending at the end of the year
Fedloan and Granite
List all documents needed to enroll
Signed Enrollment packet, 2 forms of ID, FSA Login, Banking info, income docs
What is by their income and family household size
Name 2 redesigned departments focused on to help scale client base
What is Ambassador Program & Sales
BONUS Best way to help build client base
What is asking for referrals and highlighting promo code
Payments count during CARES ACT
What is Yes
Explain the Enrollment Process from beginning to end
What
Approval process length
Simply Processes, Building National Partnerships, Build Client Advocate Portal as a Standalone