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How did you do in this challenge? As the Credit Union leader, did you answer the questions yourself? Did you pass them on to your team? Let's start the tour and see if your answers match up to ours. |
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Where can you find loan application statistics for specific loan products, interviewers, dealer numbers, delivery channels, and loan categories? |
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Here's Help: |
- MNMGMT #19 - Loan Queue Activity Tracking
- MNLOAN # 8 - Work/View Application Status > then F17 - Activity Tracking
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Where will you find a summary of all members according to their outstanding loan balances? |
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Here's Help:
- MNMGMT #18 - Loan Concentration Analysis
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Which feature allows you to track record counts for up to 6 Underwriting Codes? |
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Here's Help:
- MNLOAN #8 - Work/View Application Status > view under Key Activity Tracking
or to show all codes, use > F20-Show All Codes
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Where will you find the total number of applications your lending team has taken in December? Compare the numbers from November. |
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Here's Help:
- MNMGMT # 17 - Loan App Monthly Stats Comparison
- MNMGMT # 19 - Loan Queue Activity Tracking > F17-Stats
- MNLOAN # 8 - Work/View Application Status > F17-Activity Tracking > F-17 Stats
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Where will you find a history of credit scores for your members? |
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Here's Help:
- MNLOAN # 18 - Loan Concentration Analysis Report
- MNLOAN # 1 - Process Member Applications > then enter CH as the Action Code
- MNLOAN # 1 - Process Member Applications > Action Code LC (Open End Loan Contract) then F12-Credit Score History
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Where will you find Line of Credit Review Dates? |
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Here's Help:
- MNRPTE #2 Selective Loan TB/Statistics
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Keep Asking Questions! |
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Did you find all the answers? Did you discover some trends or learn some facts about your credit union through this exercise? Have you asked your team if they arrived at different answers from yours? Next edition we'll send new questions on a whole different topic. Look for the next periodic CEO Tickler.
Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/ |
