DCSI TURNS YOUR CHALLENGE INTO SUCCESS
DCSI responds to the specific needs of our clients – turning challenges
into success stories. Below are some highlights of our most recent projects.
Story 1: Promote Consistent Training on National Level
Story 2: Support Rapid Growth in Staff Numbers
Story 3: Create Training for New Proprietary Software
Story 4: Increase Sales with Ongoing
Education
Story 5: Re-engineer Processes Post Merger
Story 6: Create Customer Service Training Materials for Loan Servicing
Story 7: Customize New-Hire Training for Specific Business
Objectives
Story 1: Promote Consistent Training on National Level
Upgrades to loan servicing software created an urgent need for additional
training staff at this nationally recognized mortgage
lender and servicer. Dynamic Corporate Solutions provided seven mortgage lending
professionals with training experience and expertise to participate in a 3-day
"Train the Trainer" session in preparation for delivery of software
training to loan servicing personnel in three national servicing centers. As
the immediate training need was addressed, the client retained DCSI for an
additional year to facilitate ongoing loan servicing procedure and system training.
Nine DCSI facilitators assisted the client company training professionals in
addressing the education and performance needs of loan administration personnel
in Milwaukee, Northridge, Chicago and Jacksonville.
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Story 2: Support Rapid Growth
in Staff Numbers
To
help this Fortune 100 financial
institution support the increasing
number of residential mortgage loan processing, closing
and administrative personnel, DCSI facilitators delivered
software, process and mortgage
lending basics to newly hired
bank employees. Since 2002,
DCSI has continued as a partner
with the institution to provide
the bank Consumer Products
Training and Development
group with assets needed
to support the rapid growth
required by the interest
rate environment.
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Story 3: Create Training
for New Proprietary Software
In
2001, this
nationally recognized
bank initiated a strategy
to grow their share of
the mortgage lending market.
An integral part of that
strategy was the development and implementation
of a new proprietary loan origination software.
Nine DCSI technical facilitators teamed with the
bank’s facilitators
to introduce the new software and lending process to branch sales representatives
in all the client’s markets. Since the introduction
of the software, the company has secured its position
as the top mortgage lender in the United States.
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Story 4: Increase Sales
with Ongoing Education
As
interest rates began to climb and the number of
refinance applications began
to slow, a large regional
mortgage company recognized
a need to remind loan originators
of the keys to successful
loan production. Dynamic Corporate Solutions used
a multimillion dollar
mortgage loan executive
to assist in the development
and facilitation of a
one-day training course
on successful mortgage
lending sales. The training
increased the ability
and effectiveness of the
residential mortgage lending
originators so that the impact of rising interest
rates and subsequent fall
out of refinance applications was significantly reduced.
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Story 5: Re-engineer Processes
Post Merger
As a result of extensive merger and acquisition
activity, a nationally recognized mortgage lender
and servicer needed to redesign all aspects of
its loan servicing training. DCSI
assigned more than 20 Instructional Design specialists
to assist the company led teams to update and develop
materials for Escrow Administration, Customer Care,
Bank Reconciliation, Cash Management and other
loan administration support topics. Development
of materials required extensive meetings and relationship
building with the client’s subject
matter experts. Initial deliverables required the
development and distribution of job aids and scripted
on-the-job training in order to migrate employees
to new and unfamiliar job tasks. Later project deliverables
included detailed instructor guides and participant
materials for facilitator-led training lasting two
days to three weeks as required by the course content.
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Story 6: Create Customer
Service Training Materials for Loan Servicing
In
order to educate newly hired
loan servicing personnel,
DCSI was contracted to develop
materials regarding the effective
use of MSP and Director to
respond effectively to customer
inquiries. Working in conjunction
with client training department
employees, the DCSI consultant
directed the creation of
a 4-day class. Development
of the materials for this
7-hour facilitator led course
required extensive mortgage
servicing experience, as
well as knowledge of the
MSP and Director systems.
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Story 7: Customize New-Hire
Training for Specific Business Objectives
This
self-study course
was created
for line managers who
needed a cost effective
way to educate newly recruited
staff. The course provided
basic information on the mortgage lending process
and included numerous opportunities for the learner
to test his/her understanding of the concepts presented.
The course was customized to the practices and
policies of the client and was so well received;
it was also used to orient experienced mortgage
lenders to this large regional mortgage company’s
operation.
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