View/Edit Employment and Reference Information

These steps explain how to view or edit a member's employment and reference information listed on a loan application.

• Follow your credit union's fraud-prevention procedures to verify the member's identity prior to changing any personal information.

1. Launch Tool #394 Household Database Maintenance/Stats.

2. Enter the member's Account base.

3. Use the forward arrow.

4. Select an individual from the list.

5. Choose the Change option.

6. On the Household screen:

   • Click the Employers/Income tab to view or edit employment information.

   • Click the References tab to view or edit reference information.