12.01C Online Credit Cards: Loan Creation and Card Embossing

SettleMINT EFT

Summary

In this class you will learn the steps for creating the credit card loan on CU*BASE and how to modify the loan if needed after the credit report is pulled.  We will also discuss card embossing, and what you need to know!

Audience

This class is designed for any staff member that will originally set up the credit card on CU*BASE, or need to understand the process. 

Objectives

By the completion of this course, students will have:

  • Discussed setting up the credit card loan
  • Explored the options for modifying the loan if needed
  • Discussed risk based pricing
  • Reviewed multiple products

Topics

  • Creating the loan
  • Selecting the credit card product
  • Pulling the credit report
  • Changing categories after the credit report is pulled
  • How to handle authorized users

Course Offerings Schedule

Online Credit Cards: Loan Creation and Card Embossing