FCU
Frankenmuth Credit Union
Inbox
18
My Work
3
Activity
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New Request
Member Service
Account Servicing
8
Complaints
4
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New Loan
23
Loan Preparation
16
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10
Loan Processing
15
Loan Portfolio
Overview
Loan Growth vs Goal
Origination Pipeline
Officer Production
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Demo Lenny Review
Round-robin blur
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AM
Amy
MSR Supervisor
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Inbox
Unassigned work and anything mentioning Amy.
18
Account Servicing
Beneficiary change · Marcus D····
Update the POD beneficiary on savings.
Unassigned
To Do
Account Servicing
Fee reversal · Priya S····
Overdraft fee, first this year — within policy.
Unassigned
To Do
Account Servicing
Add joint · Robert & Lin T····
Add spouse as joint owner.
Unassigned
To Do
Complaints
Fee dispute · Karen B····
Disputes the monthly maintenance fee.
Unassigned
To Do
Complaints
Wait time · Jordan M····
Lobby wait complaint, Vassar branch.
Unassigned
To Do
New Loan
Aug 26
Personal · Marcus Braun
Debt consolidation. Awaiting round-robin assignment.
Unassigned
To Do
New Loan
Aug 26
Auto Refi · Dana Fischer
Triaged, ready to hand to Loan Preparation.
Unassigned
To Do
New Loan
Aug 28
Kasasa Take-Back · Ryan Bauer
In queue.
Unassigned
To Do
ClickHouse Reporting Pipeline
Aug 21
Add YTD share draft rollup view
Jason asked for a rollup by Friday.
Unassigned
To Do
Tax Garnishment EPD
Aug 29
Stakeholder review of garnishment workflow
No description.
Unassigned
To Do
New Loan
Personal · Brittany W****
App #676785 · SIGNATURE LOAN PROMOTION-NO COLLATERAL
Unassigned
To Do
New Loan
Credit Card · Diva P****
App #676784 · Diamond MasterCard Credit Card Application
Unassigned
To Do
New Loan
Personal · Shawanda S****
App #676783 · SIGNATURE LOAN PROMOTION-NO COLLATERAL
Unassigned
To Do
New Loan
Personal · Shawanda S****
App #676781 · SIGNATURE LOAN - SECURED (COLLATERAL OR COSIGNER)
Unassigned
To Do
New Loan
Credit Card · Heather P****
App #676779 · Diamond Cashback 10% Credit Card
Unassigned
To Do
New Loan
Credit Card · Veronica S****
App #676778 · Diamond Cashback 10% Credit Card
Unassigned
To Do
New Loan
Personal · Allan H****
App #676777 · SIGNATURE LOAN - NO SECURITY
Unassigned
To Do
New Loan
Personal · Cheri H****
App #676776 · SIGNATURE LOAN PROMOTION-NO COLLATERAL
Unassigned
To Do