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© 2007 First Marblehead CorporationThe information contained herein is subject to change without notice
The FirstMarbleheadCorporation
New Employee Orientation
Slide 2
Getting Started at First Marblehead Corporation Our goals for today…
— Welcome! (Gift)
— Introductions: Getting to know one another
— Where we work and who works where
— Overview of Union Federal Savings Bank
— Understanding your environment:
• Your facility • Your space• Dress code• Benefits overview• Incentive programs• Employee discounts
— Getting started: • Learning & Development @FirstMarblehead• The Online Learning Center • Forms
— Answer your questions
Slide 3
Introductions
Who are you and where did you come from? What brought you to First Marblehead?
Share an interesting fact about yourself with the group, such as interests, hobbies, travels, family, background, etc.
Where will you be going after orientation? What is your role here at First Marblehead?
Slide 4
Our Mission Statement…
How do we do this?— Using our services, our clients can offer student borrowers
access to customized, competitive student loan products.
— In fiscal 2006, we assisted our clients in originating over $3.4 billion in private student loans.
Who do we work with?
— Clients of First Marblehead's private education loan facilitation services range from large banks to membership organizations to colleges and universities.
We will be the best provider of financial solutions that help students achieve their dreams.
Slide 5
The First Marblehead Corporation….Where we work and who works where!
Marblehead, MA
When the company started up in 1991, this was the original and only site (hence the name!)
It didn’t take long to out grow this space and in December, 2003 we closed our office in this historic site on the ocean.
Slide 6
Where do we work?
Prudential CenterBoston, MA29th & 34th floors
Park Square BuildingBoston, MA4th, 5th & 6th floors
One Cabot RoadMedford, MA2nd & 3rd floors
Today we occupy four sites…
Union Federal Savings Bank
North Providence, RI
Slide 7
Which groups work in the Prudential Building (PRU)?
Business Continuity/Disaster Recovery
Business Development
Corporate Compliance
Compliance & Audit
Corporate Law
Corporate Planning
Executive Group
Facilities
Finance
First Marblehead Data Services,
Inc.
Human Resources
Marketing
Product Strategy
Risk Management
Strategic Alliances
Strategy, Corporate Development & Market Research
Slide 8
Which groups work in the Park Square Building (PSB)?
Corporate Audit & Investigations
Client Services
Facilities
Finance
Human Resources
Information Technology
Slide 9
Which groups work in the Medford location (OCR)?
Client Services
Facilities
Human Resources
Information Technology
Loan Operations
Slide 10
Overview of our work in North Providence (UFSB)
Union Federal Savings Bank (UFSB) was acquired by First
Marblehead on November 30, 2006.
$40 million asset community bank with a single branch.
Banking channel which provides deposit and loan
services to retail customers.
Slide 11
Understanding your environment: Your space
We work in an environment that is physically open as possible to:
— Facilitate the flow of information— Sustain an open culture— Promote collaboration
Space guidelines: Due to our open environment, please be mindful of the neatness of your workspace.
Slide 12
Understanding your environment: Your space
At your desk you’ll find:
— A fully configured computer (desktop or laptop), with your user ID, intranet user ID, and passwords
— Your phone, activated and ready to use with your voicemail password and instructions (dial 9 to get an outside line)
Slide 13
Understanding your environment: Dress code and badge We strive to maintain a businesslike, yet comfortable environment.
Please dress in business casual attire. Please avoid wearing the following:
• Jeans*
• Sneakers
• Flip flops
• Tank tops
• Sweats
• Other forms of casual dress
Appropriate attire includes clothes that are clean, without holes, fit properly and cover midriffs & shoulders.
ID badge must be worn at all times.
*Jeans may be worn on Friday’s at the Park Square and Medford buildings.
Slide 14
Understanding your environment: Your facility
At all of our locations, for your comfort and enjoyment we have:
coffee, tea and filtered drinking water available
reduced price vending machines where you can purchase sodas, juices, and snacks
kitchen/galley areas available with refrigerators and microwaves for breaks and lunch
Note: There are also some additional comforts at the Medford/OCR location.
Wellington Grill – full service cafeteria located on the 1st floor
Fitness Center – free to all employees based in OCR
Parking – free to all employees
Slide 15
Understanding your benefits
You will be invited to a comprehensive benefits overview to fully acquaint you with all of you benefit options. Here is a quick overview.
— Our health plan: Blue Cross Blue Shield of MA
— Our dental plan: Delta Dental Premier
— Our life/disability insurance plans: MetLife
— Employee stock purchase plan: ticker symbol FMD
— 401(k): Fidelity
— Paid holidays, vacation and floater days
Slide 16
Incentive Programs: Employee Referral Bonus Program
Employee Referral Bonus Program (ERP)
Program available to regular full-time employees only.
- Director level and above and HR employees are not eligible.
Bonus is paid as taxable income and is payable immediately after the referred employee starts! No waiting period!
The referral bonus is $1,000 but may vary depending on the position.
Upon completion, submit the ERP form to Human Resources for payment.
For more information, please visit our corporate intranet site at https://fmc.webexone.com
Slide 17
Incentive Programs: Tuition Reimbursement ProgramTuition Reimbursement Program
All regular full-time employees that have at least six months of service and are considered in good standing are eligible for tuition reimbursement.
Reimbursement is 100% of the cost of tuition, up to $1,312.50 per course, or $5,250 per year.
The fee will be reimbursed upon receipt of proof of successful completion and a grade of “C” or better is attained.
All courses must be considered work related and be approved by the Senior Vice President of your Division and by Human Resources prior to registration.
For more information or Education Assistance forms, please contact the Human Resources department.
For more information, please visit our corporate intranet site at https://fmc.webexone.com
Slide 18
Employee Discounts
Commuting tax benefit
Employees are offered MBTA/Charlie Card pre-taxed benefit up to $110 per month; and/or
Parking pre-taxed up to $215/month
Fitcorp membership at a reduced rate
Waive $25 initiation fee
$35 monthly fee instead of $85
Slide 19
Employee Discounts
Boston Sports Clubs membership at a reduced rate
— Waive $129 initiation fee
— $59.95/month for a passport membership
— Enroll by going to www.companiesgetfit.com
For more information, please visit our corporate intranet site athttps://fmc.webexone.com
Slide 20
Employee Discounts
Corporate Movie Club— Movie ticket entertainment discount
Employees wishing to purchase tickets at a discount can have the amount deducted from their paycheck.
For more information, please visit our corporate intranet site at https://fmc.webexone.com
Slide 21
Enough about us…let’s talk about you
Now that we have provided some background about First Marblehead, let’s discuss how you will become a part of our team!
Slide 22
Where do we go from here
We view new employee orientation as a process, not an event…
So you will be hearing from us throughout your first six months at First Marblehead to help you meet your fellow associates, learn about our business, and begin to grow your skills.
Slide 23
Today and the next two weeks
You will get your building ID badge and tour your facility.
You’ll be contacted by your manager or HR to review the time management process.
You will access the First Marblehead Online Learning Center (ePath Campus) to read and familiarize yourself with:
Information Security Policy and complete a short test
Insider Trading Policy and complete an affirmation
*There will also be some optional courses which we recommend you take
You will be invited to attend a Benefits Overview training with Linda Haley, Benefits Manager or Diane Soucy, Senior Benefits Analyst.
You will receive an email from the Helpdesk with login instructions for the Intranet (https://fmc.webexone.com)
Slide 25
Learning & Development @FirstMarblehead
First Marblehead is about education so learning is extremely important to us!— The L&D Portal is a virtual campus where you'll find the
classroom, online and other resources that support your growth and development within our Company.
— Access: • Go to the First Marblehead Intranet:
https://fmc.webexone.com
• Click on Learning
Slide 26
Learning & Development @FirstMarblehead
Slide 27
New Employee Home
Access the programs that introduce our business model and organization, as well as the courses that fulfill our corporate governance and compliance requirements.
Slide 28
New Employee Home
You will also find an overview of your next six months. Click on a blue arrow for more information about a
topic. Managers and supervisors can click on a link on the
bottom of the page for additional information.
Slide 29
First Marblehead Online Learning Center
First Marblehead’s Online Learning Center allows you to:— Enhance your career growth through Web-Based Training — Review and understand critical company policies and procedures
When you log on to the Online Learning Center, your home page displays training and corporate policies that are specifically for you
A complete history of allyour training activity ismaintained in your History page.
Slide 30
Log on to Online Learning Center
Log on by typing the following URL:
The Login screen displays:
Your login information will be found in your First Marblehead Corporation folder.
Questions? Send an email to: [email protected]
Slide 31
First Marblehead Online Learning Center
Remember, by the end of your second week at First Marblehead, you must log into the Online Learning Center and complete:
— The Information Security Policy course
— The Insider Trading Policy course
The following courses are optional but it is strongly recommended that you review:
— Introduction to the First Marblehead Online Learning Center
— The Business Overview
— Your Workspace
— Student Loan Marketplace
Slide 32
Your first quarter at First Marblehead
You will be invited to a New Employee Luncheon with First Marblehead’s CEO, Jack Kopnisky.
You will attend the following classroom trainings:
Life of the Loan
Code of Conduct
Slide 33
Your first six months: Managers and Supervisors
In addition to the courses listed in the previous slide, managers and supervisors will also complete the following:
— Classroom training• Managing at First Marblehead
• Employee Development Planning Workshop
• People Skills
— Online training• Performance Management
• Purchasing Policy and Procedure
Slide 34
Reviewing your forms
I-9 with a photo copy of your employment eligibility documents
Payroll
— W-4 Federal Tax Withholdings Form
— M-4 Massachusetts Tax Withholdings Form
— Direct Deposit with voided check
— ADP iPay Statements
— Non-exempt employees are paid weekly (in arrears) – every Friday
— Exempt employees are paid semi-monthly (current) – the 15th & last business day each month
Equal Opportunity Information
Life and Disability Beneficiary Form
Emergency Contact Information
Slide 35
What questions can I answer for you?