Trainer Evaluation

Lender*VP - Trainer Evaluation Form

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Updated
April 5, 2023

Tips from Lender*VP: Verifying Maturity and Review Dates for Online Credit Cards and LOC Products

Tips from Lender*VP: Verifying Maturity and Review Dates for Online Credit Cards and LOC Products

For online credit cards, as well as for any LOC products where you’ve elected to use the new % to use for calculating payment feature for calculating payment amounts, the system will not always be able to assign maturity/review dates the way other loan products do, since the payment isn’t being amortized in the usual… Read more »

Feb 28, 2024

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the first session of the 2024 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Feb 7, 2024

Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!

Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!

SavvyMoney offers robust credit score solutions that empower you with digital personalization and real-time analytics, which can help you to strengthen and deepen your relationships with customers. If you’re interested in learning more, we invite you to join our upcoming webinar!  Use the button below to register today. Have questions?  Reach out to us at lendervp@cuanswers.com. … Read more »

Feb 5, 2024

Don’t Forget: Changes to the CU*BASE LOS Arriving this Weekend

Don’t Forget: Changes to the CU*BASE LOS Arriving this Weekend

On Sunday, January 28th, we will be implementing a project that will change the way that incomplete loan applications are routed in CU*BASE, how online credit card payments are calculated, and (if configured) how LOC payments are calculated.  To help prepare your credit union for these changes, we’ve compiled a variety of resources, which we… Read more »

Jan 26, 2024

Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!

Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!

SavvyMoney offers robust credit score solutions that empower you with digital personalization and real-time analytics, which can help you to strengthen and deepen your relationships with customers. If you’re interested in learning more, we invite you to join our upcoming webinar!  Use the button below to register today. Have questions?  Reach out to us at lendervp@cuanswers.com. … Read more »

Jan 25, 2024

Important Training for Changes Coming to the CU*BASE LOS in Late January

Important Training for Changes Coming to the CU*BASE LOS in Late January

If your credit union has online credit cards, please be aware that payments will be calculated differently starting at the end of January 2024! At the end of January, we will be implementing a project that will change the way that incomplete loan applications are routed in CU*BASE, how online credit card payments are calculated,… Read more »

Jan 19, 2024