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CSO – Chief Security Officer; CSR – Corporate social responsibility; CRM – Customer Relationship Management; CVP – Cost Volume Profit; CTA – Call to action; CTO – Chief Technology Officer; CX – Customer Experience; CXO – Any chief officer(s), x being a placeholder. C2B – Consumer-to-business; C2C – Consumer-to-consumer; C&F ...
Duties of a mortgage broker. The nature and scope of a mortgage broker's activities vary with jurisdiction. For example, anyone offering mortgage brokerage in the United Kingdom is offering a regulated financial activity; the broker is responsible for ensuring the advice is appropriate for the borrowers' circumstances and is held financially liable if the advice is later shown to be defective.
Until the 1960s, the bulk of its business was conducted via mail. In the late 1960s, USAA began a transition from mail to phone-based sales and service. It launched a toll-free number in 1978, and Internet sales and service in June 1999 via its website. USAA offered restricted membership to civilians between September 2009 and August 2013.
After the underwriting software produces a recommendation, loan officers review the output of the software and consider any additional information to make a final decision. The work of loan officers has sizable customer-service and sales components. Loan officers often answer questions and guide customers through the application process.
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Customer service representatives, customer service advisors, customer service agents, or customer service associates are employees who interact with customers to handle and resolve complaints, process orders, and provide information about an organization’s products and services. They may work in an office with a call center or in retail.
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