The mortgage processing area of this savings and loan was faced with dynamic and rapid growth through both acquisition and merger, creating inconsistencies and a lack of continuity within both the archival storage facility and the mortgage file facility. LoBue Associates was hired to identify and report the opportunities for organizational and process improvement in this area. Specific objectives of the program included:
- Establishment of appropriate management control processes within the permanent files facility.
- Rationalization of the processes associated with the file room as they applied to input/output controls, current systems and filing methodology.
- Evaluation of the current facility in terms of physical layout and future adequacy