Command Palette

Jump to a view or workstream

Account Servicing

members.msr

Non-loan member requests — address changes, beneficiaries, joints, sub-accounts, fee reversals, memberships. What to do: pick it up from the shared queue, work it, close it. The two-button intake infers the reason from the member's own words. A request untouched for 72h returns to the queue (Tammy: if it's not worked, it's fair game).

New3
From the intake fork; unassigned, in the round-robin queue.
SVC-8
Beneficiary change · Marcus D····
Update the POD beneficiary on savings.
—Unassigned
0%
0
SVC-9
Fee reversal · Priya S····
Overdraft fee, first this year — within policy.
—Unassigned
0%
0
SVC-10
Add joint · Robert & Lin T····
Add spouse as joint owner.
—Unassigned
0%
0
Assigned3
An MSR owns it; not started yet.
SVC-5
Account work · Brittany W····
Address change + debit reissue to the new address.
AMAmy
10%
0
SVC-6
Kasasa checking · Cody R····
New Kasasa checking request.
LWLori White
5%
0
SVC-7
New membership · Okafor family
Two members + minor sub-accounts.
LWLori White
5%
0
In Progress2
Being worked; may await a member document or a core step.
SVC-3
New sub-account · Sam H····
Savings sub-account — awaiting member ID upload.
AMAmy
55%
0
SVC-4
Add joint · Grace L····
Joint owner added, docs in review.
LWLori White
60%
0
Completed2
Resolved and logged; counts toward the MSR touchpoint report.
SVC-2
Fee reversal · Tina V····
Within-policy reversal, $34.00.
ATAmber Thurston
100%
0
SVC-1
Beneficiary change · Omar F····
Beneficiary updated in the core.
LWLori White
100%
0