Business Services
Our Commercial/Business Services representative covering Comox Vally North.
Who is Janine Lewis?(Hutchings)
You would notify these people if you were conducting a change of signors package for a member with commercial borrowings.
Who are the Commercial Services Administrators OR CSA’s
Gavin, Sarah & Heather
“LTV” stands for....
What is Loan to Value?
This queue would be used in Salesforce if you were looking to send a referral for a new commercial loan.
What is Courtenay Business Centre Queue?
This fee is associated with conducting an annual review of a commercial borrower's credit facility.
What is an annual review fee?
Typically about $250
A Point of Sale service that CCCU can offer our members.
What is Moneris?
You receive a commercial payout document for a mortgage, so you send it here!
What is the Courtenay Business Centre
(Heather, Gavin, Sarah)
"LTC" stands for.....
What is Loan to Cost?
This queue would be used in Salesforce if you had a new member looking to set up CAFT.
What is Business Services Queue?
The CEBA deadline to qualify for the forgivable portion.
What is December 31, 2023?
CCCU currently offers _____ different types of Business Mastercards.
What is 3?
This position is primarily responsible for the commercial underwriting of new credit, and completion of annual reviews for existing credit.
Who is a Business Credit Analyst?
AKA Adria Cowan
“CFLA” stands for....
What is Credit Facilities Letter Agreement?
This queue would be used in Salesforce for inquiries on a new letter of credit.
What is Courtenay Business Centre Queue?
To find the Business Relationship Manager whom owns the relationship, you would look here in Salesforce.
What is the “relationship owner” located on the relationship banner?
These are the names of the 3 different types of Collabria Cards we offer.
What is....
-Low Rate
-No fee cash back
-Platinum
This position is primarily responsible for developing and sourcing new commercial relationships and is seen as a business developmental type of role.
Who is a Business Relationship Manager?
AKA Kelly, Angie & Dakota
“EOI” stands for...
What is an Expression of Interest?
A member of a mobile home park is complaining to you about the pain of collecting monthly rent. You send a lead to this queue.
What is Business Services Queue?
These 4 communities have a Business Centre.
Where is Victoria, Nanaimo, Parksville & Courtenay?
You receive these monetary benefits for the successful referral to Moneris. You must name both amounts.
What is $10 for PAYD and $25 for POS?
This document is a financial contract between the CCCU, their borrower and a beneficiary. (This guarantees the beneficiary will be paid once the conditions have been met.)
What is a Letter of Credit?
“ASP” stands for...
What is an Assignment and Postponement Agreement?
(which is used to give the bank priority over shareholders.)
HR Pro Bundle provides small businesses with help to better manage HR, reduce compliance risks and help employees be more productive. This CCCU partner is also know as…
Who is ADP?
(This would go through Janine first)
These are the 7 CCCU values.
Innovation
Integrity
Cooperation
Accountability
Responsiveness
Excellence
Social Responsibility