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Dear Potential
Employee:
Congratulations! Welcome to Trand
Finacial & New Star, where “Meritocracy is achieved
through Commitment, Integrity, Approachability and
Innovation!” This
is your New Hire package complete with the
following:
- New Hire
Paperwork (For Branch
Managers and all W-2 employees) – See below for a list of
documents you need to thoroughly and accurately
complete.
Important:
YOU MUST RETURN YOUR NEW HIRE PAPERWORK TO HR AT
LEAST ONE WEEK BEFORE YOU BEGIN WORKING. HR MUST RUN A
BACKGROUND CHECK ON ALL NEW EMPLOYEES BEFORE THEY MAY BEGIN
WORKING. PLEASE
NOTE: THE
BACKGROUND CHECK MAY, IN SOME CASES, TAKE LONGER THAN A WEEK
TO COMPLETE, SO PROMPT SUBMISSION OF PAPERWORK IS
CRITICAL.
- Employee
Handbook – Your employee
handbook contains important information about the policies
and procedures of New Star. Take time to read
the handbook and sign the
acknowledgement.
- Offer
Letter – Your offer
letter will be sent separately. Once received, sign,
date, and return the original. Please keep a copy
for your records.
Use this checklist
to help you complete all the necessary
paperwork:
˙
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Employment
application˙
|
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Disclosure
Release Form, Personal
Data Sheet, Discrimination
and Harassment Policy, Arbitration
Agreement, Anti
Fraud
Policy,
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Federal
or State W-4 |
|
I-9 Form
(Employee completes section 1 and the
Branch Manager completes section
2) |
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Confidentiality
Agreement |
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Employee
Handbook
Acknowledgement |
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Code of
Conduct |
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Do Not
Call Policy Agreement |
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Only One
Sign Up
Sheet |
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Setup
Fee
Agreement |
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Offer Letter (will be emailed to your
manager upon completion of background
check) |
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NOTE: Loan
Officers are required to remit a one-time setup fee of
$295.00, then a monthly recurring fee of $25.00 for your
Only One Personal Phone
System.
Features Included in
the Loan Officer Service Plan:
- 5,000
Color Business Cards
- Loan
Origination Boot Camp
- Internet
access to Mortgage DashBoard Loan Origination Software
and/or Planet Realty
- Online
access to mortgagedashboard.com and or Trand Financial
Internet Tools and Resources
- Personalized
Web Page with Online Loan Application integrated with
Mortgage DashBoard
- Online
LP/DU/DO/AU submission (LO responsible for cost of
each run)
- Online
Lender, Appraiser and Processing lookup
- Built-in
Alert Notification system: Alerts you to incoming
faxes, email and online applications
- Online
Support Chat Room
- Integrated
Credit Reports (LO is responsible for credit account
charges)
- Loan
placement tools and search engine
- Contact
management system
- Online
Training for Mortgage DashBoard, Marketing and
Sales
Online
Template letter head, brochures and
tri-folds
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Once all necessary
paperwork has been completed, please be sure to include a copy
of two forms of ID, your Branch Manager will send the packet
to the corporate office.
I am here to help
you so please do not hesitate to call me at (407) 831-5464 if
you have any questions. Please Fax only the documents that you
must fill out to 407-628-5464.
Welcome to Trand
Financial
Sincerely,
Antwoyn
Boone Human
Resource Manager |
