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DMAC Project Charter for Bank Loan Process Optimization

This document outlines the Project Charter for the DMAC initiative aimed at optimizing the Bank Loan Process. Led by Project Manager Tom Steinker, the team's focus is on addressing risk factors such as external influences, multiple geographic locations, and data insufficiencies. The agenda includes producing a project charter, documenting high-level processes, and conducting Voice of the Customer (VoC) assessments. Next steps involve measuring the current state, creating a detailed process analysis, and engaging stakeholders to mitigate identified risks efficiently.

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DMAC Project Charter for Bank Loan Process Optimization

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  1. Tax Cert Sales Define Phase TollgateGreen Belt Candidate: Audrey HopkinsProject Manager: Tom SteinkerDate: March 1, 2012

  2. Agenda • Produce a Project Charter • Document High level process • Conduct VoC • Next Steps

  3. D M A I C Project Charter: Bank Loan Process Project

  4. D M A I C Project Risk Assessment - Bank Loan Process Areas of highest risk involve “possible causes outside of department and influence”, “multiple geographic locations”, and lack of data. Mitigation for “out of department” causes is to include both up and downstream stakeholders in the project. Mitigation for risk associated with multiple geographic locations is to have one representative from representative location assigned to the project as subject matter experts. Mitigation for lack of data is to establish ongoing data collection mechanism which will continue through Control

  5. D M A I C Receive summons & complaint or sales notice Borrower goes delinquent on taxes Perform equity analysis Research validity of cost and fees County arranges for sale Contact the Borrower Final Decision SIPOC - Bank Loan Process We are at risk from external Third Parties because part of the process resides outside our control

  6. D M A I C Voice of the Customer CTQs - Bank Loan Process Reduce the number of times the bank incurs a property loss

  7. Next Steps • Measure Phase • Create detailed current state process • Conduct Measurement Systems Analysis • Determine Baseline (Y)

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