Loan Class
This is a general loan class and will be directed toward the loan teller. This is a good class for new people in the loan area, plus it will be a good time to brush-up and get questions answered. Some areas to be covered are Loan Input, Loan Maintenance, and reports. There will also be time for questions on particular problems or situations.
Who should take this class?
This Loan class is designed for loan tellers. New and existing tellers can brush up on the basics and get their questions answered. You will be taught how to use loan tickets, input new loans
and review maintenance screens. Loan update reports will be reviewed for content and purpose.
We will show you screen and report samples with live files available to change and review as needed.
What will be covered?
- Introduction to Loans
- Loan ticket usage
- Overview
- Green Credit Ticket
- Blue Debit Ticket
- White Capture Ticket
- Loan Input
- Entering Transactions
- Input Toolbar
- Loan Maintenance
- Loan Maintenance Screens
- Loan Maintenance Buttons
- Loan Reports
- Update Report
- Trial Balances
- Others
- Open question and answer period.
- Bring your questions!