NEW HIRE PROCEDURES

In general: ......................................................................................................................................... 2
Internal Reverse LO that passed SAFE and moving on to Dialer class or Internal Forward LO: ....... 8
Outside Sales LO that have NMLS license:...................................................................................... 12
Processor: ....................................................................................................................................... 14
Customer Service or BLemcke’s NFS CSR: ....................................................................................... 17
Transaction Coordinator: ................................................................................................................ 20

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 New Hire Procedures
In general:

1. Mirror new employee AD account per New Hire notification

New Hire Name:

Refer to as:

Department Description:

Department Code:

State & Call Center:

Tier:

Role:

Manager:

Start Date:

New Hire Orientation Date:

Physical Location:

Branch Location:

Branch ID:

SAFE Class Date:

(SAFE) Personal Email:

Office Location:

Floor:

Cube:

Mirror User:

NMLS # (if licensed)

Equipment Needed :

Software Needed (LF / RV / SF,

etc.)

Last 4 Digits of Primary Phone #:

Phone Stipend:

RM 101 Date:

Notes:

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2. Password: AAG@xxxx (last 4 digits of primary phone number)

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3. Review group memberships, job title, manager, etc; edit if applicable

4. Create mailbox

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5. Create IC account based on available phone numbers

https://intranet.aag.com/sites/informationtechnology/telecom/private/Shared%20Documents/Reports/Telecom%20Master%
20Reference.xlsx

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6. Configure Outbound ANI to toll-free main number 8669480003

7. Enable licenses

8. Add Role

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9. Configure client

10. Forward (This is to create a ticket for LF) new hire notification to LendForce, AAG Human Resources, manager, and the
new hire. (Pay attention to the different access because some of the new hires will also need a Salesforce account, at which
Salesforce Support will need to be included in the notification email, as well).

11. Once desktop support has configured the PC, add and license the workstation then assign to new hire

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Internal Reverse LO that passed SAFE and moving on to Dialer class or Internal Forward LO:

1. Check Client Paycom to confirm spelling and legal name of LO

2. Create AD account based on assigned TL/Sales Manager (Add Extension when phone setup is done to AD)

3. Review group memberships, job title, manager, etc; edit if applicable

4. Create mailbox

5. Create IC account
https://intranet.aag.com/sites/informationtechnology/telecom/private/Shared%20Documents/Reports/Telecom%20
Master%20Reference.xlsx

6. Configure Outbound ANI to non-toll free main number 6572365500

7. Enable licenses

Scroll down and select

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8. Add workgroup Dialer and assigned Sales team for Reverse LO.

For Reverse LO: For Forward LO:

For Forward LO:

9. Add role

10. Configure client

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11. Add SalesForce ID for Reverse LO only.

12. Add recorder policy

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13. Forward the new hire notification to LendForce, AAG Human Resources, requesting trainer, and the users below:

SalesForce Support [email protected] - SalesForce account

Crysie Quinones [email protected] – Sales
Melissa Alamo [email protected] – IC skills
Andre De la Cruz [email protected] - Marketing
Kerry Schoonover [email protected] - Licensing

Trainer is dependent on dialer location:

Kim Louise Smith [email protected] – Training (CA)
Amanda Manos [email protected] – Training (NY)
Ryan Gaddis [email protected] – Training (GA)

Equipment is dependent on dialer location:

Gall Levi [email protected] – desktop config (CA)
Desiree La Grandier [email protected] – desktop config (NY)
Abigail Wilson [email protected] – desktop config (GA)

**For new TL Loan Officers: Team info:

Team – Distribution list/security group – Make a distribution group as a security group in Exchange
Sales Team – Phone workgroup for call logs – IA – Create New Workgroup depending on the next workgroup #
(866) – Create fax number - EFAX
Faxes Team – Create Public Folder in Outlook – Exchange – Toolbox – Public Folder Management Console

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Outside Sales LO that have NMLS license:

1. Create AD account based on assigned sales manager direct reports

2. Review group memberships, job title, manager, etc; edit if applicable

3. Create mailbox

4. Create IC account. Assign extension based on available extensions in the Telecom report on SharePoint

5. Configure Outbound ANI to the assigned toll-free number for the Field Sales Dept. 8889886939

6. Add Call Forwarding Role to enable calls to forward to personal phone number. Do not license user in IC.

7. Create eFax account https://www.efaxcorporate.com/mgmt/login

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8. Forward the new hire notification to LendForce, AAG Human Resources, manager, the new hire LO, requesting
recruiter, and the users below:

SalesForce Support [email protected] - SalesForce account

Nolan Reiber [email protected] – Field Sales
Andre de la Cruz [email protected] - Marketing
Kerry Schoonover [email protected] – Licensing
Kelli Mendenhall [email protected] – Training

9. Create VPN and AirWatch accounts; save in KeePass

https://intranet.aag.com/sites/informationtechnology/desktopsupport/secured/VPN/VPN.kdbx

10. Business day before start date, configure IC client to forward calls to personal phone number

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Processor:

1. Mirror new employee AD account per New Hire notification

2. Review group memberships, job title, manager, etc; edit if applicable

3. Create mailbox – Place the user in a Mailbox Database based on first initial of last name

4. Create IC account

5. Configure Outbound ANI to non-toll free main number 6572365500

6. Add workgroup

7. Assign direct phone number based on available (657) number

https://intranet.aag.com/sites/informationtechnology/telecom/private/Shared%20Documents/Reports/Telecom%20Master%
20Reference.xlsx?web=1

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8. Configure DID (direct phone line)

9. Create eFax account https://www.efaxcorporate.com/mgmt/login

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10. Forward the new hire notification to LendForce, AAG Human Resources, manager, and the new hire Processor.

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Customer Service or BLemcke’s NFS CSR:

1. Mirror new employee AD account per New Hire notification

2. Review group memberships, job title, manager, etc; edit if applicable

3. Create mailbox

4. Create IC account

5. Configure Outbound ANI assigned to CS dept 9497514477 or BLemcke’s NFS CS Team 8668425873

6. Enable licenses

Scroll down and select

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7. Add workgroups

For Normal CSR: For Brandee’s CSR:

8. Select role

9. Add ACD skills and auto-answer

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10. Configure client

11. Add SalesForce account

12. Add recorder policy for a Normal CSR

13. Forward the new hire notification to LendForce, AAG Human Resources, SalesForce Support, manager, and the new
hire Customer Service.

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Transaction Coordinator:

1. Mirror new employee AD account per New Hire notification

2. Review group memberships, job title, manager, etc; edit if applicable

3. Create mailbox

4. Create IC account

5. Enable licenses

6. Select workgroup

7. Add SalesForce account

8. Forward the new hire notification to LendForce, AAG Human Resources, SalesForce Support, manager, and the new
hire Transaction Coordinator.

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