Get the background you need to set up IBS Collections for delinquent loans or overdrawn deposit accounts. In this step-by-step training, you’ll learn how to setup the procedures for collector activities and how to manage collection letters. Be prepared to take what you learn in this class and apply it to your daily collections tasks.
In this self-paced eLearning, you’ll learn that IBS provides you with quick access to customer and loan account information. This maximizes your customer interactions because up-to-the-minute information is conveniently available when you need it. You’ll learn about searching for a customer or account to view critical customer and loan account information in IBS Insight.
Examine Loan Bank Control. In this comprehensive, instructor-led course, we explore the important control parameters that give the Loan System its vast function and flexibility. This course will prepare you for making Bank Control decisions that contribute to the value of your organization's loan products and services. You will also learn how to accomplish changes.
Examine nonaccruing and charged-off loans in depth. Our knowledgeable instructor guides you through the process of handling nonaccruing and charged-off loans using Insight. Be ready to practice what you learn in this informative, step-by-step course.
In this instructor-led workshop, we explore all the options available with commitment processing using Insight. You’ll learn how to set up commitments and then maintain them. Be ready to practice what you learn in this informative, step-by-step training. You’ll be able to take what you learn in class and apply it to your job tasks.
Examine escrow analysis and mass disbursement in depth. In this instructor-led workshop, we help you get ready for your annual escrow disbursements and analysis. We cover it all from running mass escrow disbursements to reviewing escrow analysis reports. If you are preparing for your annual escrow analysis or trying to improve on past performance, this course is for you!
Get acquainted with escrow operations. In this instructor-led course, we provide you with the know-how to handle day-to-day escrow processing as well as periodic and annual procedures. Be prepared to practice what you learn in this informative, step-by-step course. If you are responsible for day-to-day escrow operations, disbursements, and analysis, this course is for you.
Advance your knowledge of fee processing. In this in-depth one-day workshop, you’ll learn how you can assess and maintain various types of fees using Insight. We begin with a basic discussion of fee processing and include steps for correcting fee problems.
In this course, we cover it all, from establishing new floor plan loans to maintaining them in Insight. You’ll come away from the course with an understanding of the parameters and procedures necessary to use floor plan processing. Be ready to practice what you learn in this in-depth training.
In this instructor-led course, you’ll learn how to manage the investor records and reconcilement tasks associated with investor-sold loans. Be prepared to practice what you learn in this informative, step-by-step course.
In this instructor-led class, we cover it all from setting up letters to performing letter inquiries. If you are responsible for entering Loans letters and training other users, this class is for you.
If you have general Loan System experience, broaden your understanding of this integrated system by processing aspects of Bill Types A, B, and C. Individuals responsible for loan Bank Control, payments, or maintenance will benefit from this class.
In this comprehensive workshop, you’ll gain need-to-know information that will get you up-to-speed fast with using Insight. Our experienced instructors show you how to navigate in the system and then show you how easy it is to add or maintain loan information in Insight. Finally, we provide you with a brief understanding of service request workflows and using the Work Queue. Hands on practices solidify your learning experience so you can take what you learn and apply it to your job tasks.
If your organization is planning to offer revolving credit loans with check access, this course is required. Learn the preliminary setup functions as well as the daily operations.
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