Partners
This partner can help in assisting business clients obtain speedy lending for equipment
What is FinPac?
This lending product is eligible to certain business entities that have been in operation for a minimum of 18 months
What is an SBA Express?
This Program is available to Eligible Associate in good Standing after 90 Days
What is the Premier Program?
This is how often you should log in to Sales Force
What is Daily?
The Initiative runs during what dates?
What are May 1st to July 15th?
This Partner can book business loans for you, you do not receive Points but you do receive Production
Who is a Business Banker?
The required documents for an SBA Express Line of Credit
What are Loan Application, 1919, 3 Years Tax returns, COBO and Citizenship form?
This actress played Princess Leia in Star Wars
Who is Carrie Fisher?
Both Customers and Non-Customer can have these input in Sales Force
What are Opportunities?
These are the types of Lending included in the UB Star Trek Initiative.
What is consumer and business?
The partner you refer SBA Express apps to.
Who is Ashley Zapalac?
Loan to value limit for an OO home on a $500M Line
What is 80%
This list may give us indications that a client is "Quietly Leaving" the bank.
What is the Diminishment List
This number of Weekly Activities / Events is your 2025 SMART goal for Sales Force
What is 5?
The number of points for a Closed Merchant Services Referral during the UB Star Trek Initiative
What is 20?
Annual revenue needed for Commercial Card
$5MM
Schedule C's are required for SBA Express in when what Tax forms are Filed by your client
What is a 1040?
You notice you missing credit for Production such a Loan or Partner Points. This is how you get the credit adjusted
What is a Varicent Inquiry?
This is the Sales Force Term for an item added to your Pipeline
What is an Opportunity?
This tool will help you uncover client needs
What are CFR/BFRs?
This loan type provides 10 Points but no Loan Production?
What are SBA Loans?
Branches receive full Loan Production when they refer to which partner?
Who are Business Bankers?
This species most famous character is Chewbacca
What are the Wookies?
The Proposal Stage of an Opportunity indicated what Percentage of likelihood of the deal to Close?
What is 50%
This is the prize for Top Producing branch in SBA Applications during the Initiative
$250 for a team event / treat