Cards and Payments
Summary
In this class you will learn the steps for creating the credit card loan on CBX 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 CBX, 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
