Reports
Mixed Bag
Process
Who does what?
100

Name of report to find renewals?

What is the 125 day report

100

How many carries are allowable each month?

ZERO
100

60 days

What is enter a renewal without RE collateral

100

Collect Conditions to Close

BCM and/or RM

200

Where are conditions to close located

What is Elite?

200

ACH renewals require a credit application over what amount

What is 1MM

200

RM send comm card renewal email to

Who is the BCM

200

Officer Memo

Who is the Relationship Manager

300

Name of report to find auto renewals

What is the Auto Renewal Letters report

300

What year was Huntington founded?

1866

300

Who issues the new Letters of credit once approved?

International Standy

300

Request Financials

Who is RM, BCM, and Port Specialist
400

A loan that matures the 1st of the month needs to be completed by when to avoid a carry

What is the guaranteed booking date of the same month
400

What is it called when a loan is not renewed in time.

What is a carry?

400

90 days

What is enter a renewal with RE collateral

400

Loan closing

Who is the Relationship Manager

500

Where can comm card renewal information come from?

Report on Essentials or email to RM from TM comm card group

500

Who owns Risk

We all Do

500

Who collects financials from the customer

Can be BCM or RM

500

Enter Velocity & Elite Application

Who is the BCM

M
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