Loan Officer Lookup

Screen ID:  n/a images\341g_shg.gif
Screen Title: Assigned Employees
Panel ID: 341
Tool Number: n/a
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This window appears when using Loan Officer (F14) on the Member Account Inquiry screen for loan and line of credit accounts.

This window shows all of the employees that have been assigned responsibility for this loan:

  • Approving - The ID of the loan officer or other employee responsible for approving this loan.  This is the person who clicked the "Create Loan Account" button on the Loan Recap screen.

  • Processor - The ID of the loan officer or other employee who handled the paperwork on this loan and entered it into the CU*BASE system. This is referred to as the “Interviewer” prior to the loan actually being created.

  • Collector - The ID of the loan officer or other employee who is responsible for handling any collections efforts on this loan.

  • Opened by  - The ID of the loan officer who opened the loan