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About Our Client
Industry: Financial Services
Co size: <10 MM
Business driver:
Manage growth & Improve service levels.
Create exit strategy for owners
Accomplishments
Increased ops capacity by 50%, 20% reduction in costs |
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Service Excellence Client
The Challenge:
Creating alignment and standardization in a rapidly growing mortgage brokerage firm to increase loan origination capacity, improve services to stakeholders and improve employee retention. Increase overall market value.
Road Map:
Identified strengths and business bottlenecks in operations and decrease loan transaction processing time – more loans processed touching fewer hands;
Revamped organizational structure and increased organizational skill and competencies in the areas of management, finance, operations and HR
Ignition:
Assessed of all stakeholder needs and market requirements and aligned them with company goals;
Retooled roles and responsibilities and created new compensation models to increase higher levels of accountability at all levels in the organization
Acceleration:
Mapped existing and created new standard operating procedures to minimize operational inefficiencies;
Improved hiring and evaluation process
Cruise Control:
Developed new performance measurements and metrics to be reported on a timely basis;
Grew transaction volume on monthly basis without increasing overhead |
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