Operations Specialist Readiness Feedback (to Underwriting)


  1. The Operations Specialists were prepared for the latest transition into their Underwriting roles.
     
      1 2 3 4  
    Strongly Agree  Strongly Disagree


  1. What worked well with respect to refresher/update training prior to transitions?


  1. When is it appropriate to provide Operations Specialists with departmental updates?

    (i.e.: Real-time, regardless of current Role; Immediately pre-transition; As needed based on current role)



  1. Please describe the ideal process for preparing the Operations Specialists prior to their transitions. (Who is involved? When does this happen?)


  1. Please describe the ideal process for preparing the Operations Specialists prior to their transitions. (Who is involved? When does this happen?)


  1. What are your expectations in regards to the Operational Specialist’s time to competency?


  1. When should an Operations Specialist associate be proficient in a given department?
    Immediately without any refresher
    pre-transition
    1 week into transition
    2 weeks after transition
    1 month after transition





OD&L
TX