Tag

#disclosure

Member help

How does Harbor Mutual handle a member complaint?

Logged the day it arrives, acknowledged within two working days, owned by a named person, reviewed against dated sources. The procedure is short because the hard part is following it when the member is upset.

Tess Nakamura · Compliance officer, Harbor Mutual · · 3 min read

Compliance

Is a rate quote the same as loan approval?

No. A quote is a sentence about a document. An approval is a decision about a member. Keeping them apart is the simplest piece of compliance we do, and the one most often blurred in a friendly conversation.

Tess Nakamura · Compliance officer, Harbor Mutual · · 3 min read