Trainer Evaluation

Lender*VP - Trainer Evaluation Form

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Updated
April 5, 2023

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

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 17, 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 11, 2024

Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Jan 10, 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 9, 2024