Lender*VP
Summary
Audience
This class is designed for marketing and loan product developers.
Objectives
- Analyzed CU*BASE loan categories and their flexible configuration.
- Learned about business-unit configuration
- Discussed loan-underwriter approval limits
- Examine configuration tools (purpose codes, security codes, etc.) for analyzing and reporting on the loan portfolio.
Topics
- Loan Categories as the Controlling Service Parameter
- Multiple Account Suffixes
- Interest Calculation Methods
- Delinquency Calculation Methods
- Disbursement Alternatives
- Insurance Alternatives
- Mortgage/Construction Loan Information
- Understanding the Difference Between MEMBER5 and MEMBER6
- General Ledger Interfaces
- IRS Reporting
- Payment Change Options
- Purpose Codes
- Security Codes
- Collateral Codes
- Insurance Tracking
- Other Miscellaneous Configuration Options
- Configuring Loan Products for Rate Inquiry and the Online Banking Rate Board