BCE Team
What apps do the BCE Team work
Low Line J&S Premier Applications
You must log in to every system every ____ in order to not lose access
30 Days
What apps do the Corporate Liability Team work
- Highline J&S Apps
- ALL Corporate Liability Liability Structure Apps
What are 3 things that CANNOT be in and SLD Comment
- Covid
- Gender specific terms
- Wife/ Husband/ GF/ BF/ Spouse
- MR., MRS., MS., Maam, Sir
- Protected classes
- Cannot copy and paste ANYTHING
True or False- A Client had a Fraud Charge off back in May of 2019 for $19M... This should be included in exposure because of the amount of it.
false
Who needs to be copied on ALL RM Communications
YOUR 1 Manager and the corresponding INK PSS team member that the RM belongs to
If you had access to a system previously, but you go to log in today and you do not have access!!! What should you do?
Search in MyTecHub for any solutions, then create a ticket in MyTecHub
What financials are required for Corporate Liability Applications?
- Past 2 years of Year End Financial Statements
- Year to Date Interim Financial Statements
What are 3 requirements for SLD Comments (Not Kana ID or Env ID)
- Any Judgement rational
-Risk and mitigates
- conversation summary of call
- fins requested or received
- NAICS code
- Full sentences
Where can I find the "Applicant Requests Tile?
Things You Can Do --> Update App Data
If something comes across your desk or something is placed on your to-do list to complete and you have never seen anything like it before.... what should you do?
TRY IT! Use your tools and resources to try to complete it.
Your Password to C3 Expired!! What should you do?
Reset your Main Frame Password in MyTecHub
Where do Corporate Liability Liability Type Premier RM Applications come to?
BCE Kana Mailbox!
Scenario: An RM Calls the BCE hotline and you pick up. They ask you for your Connect Us code. What is the next step?
You should never provide Connect Us Code or SID to someone who calls you
What needs to be done on a CLI application that does not need to be done on a ACQ application
Pull a business bureau
What Ink PSS Member is responsible for Southern Texas?
Nesha Adeleke
In what scenario should you send an email to Corporate Liability
NEVER
Where are 3 places to look for financials from the RM?
1. WDR/ end of Application
2. CDR (RM Sent in)
3. APStar
What are 3 sayings to NEVER say to an RM via email or phone call
- "Secondary Signer"
- "I am having system issues"
- "I am recommending"
- "I think you should do a CLE"
I went to Book a CLI for $100M... it fell in to V10!!! Why?
I didn't pull a business bureau prior to booking :(
Who are the 4 Designated Secondary Signers (At this time)
- Beronica Wilmore
- Rochelle Johnson
- Jeffery Barker
- Sonal Shah
Which of the following is correct?
A. AMEX-2020
B. FINS-AMEX
C. STMT- AMEX
D. STMT-AMEX-2021
B
What are the 5 financial statements? (Double points for putting them in order of preparation)
1. Income Statement
2. Statement of Retained Earnings
3. Balance Sheet
4. Statement of Cash Flows
5. Foot notes
A customer calls Customer service about a Premier card. Customer Service transfers them to BCE. What verification on the Customer needs to be completed?
None
I try to process an application in SLD... its not working for some reason!!! What is my first step to take to help remediate the issue?
SLD addendums on Front Page