The Education Report

February 2021

Enroll For

Classes

Education Opportunities

CU*Answers understands that not every training approach will work best for every credit union; therefore, we pride ourselves in offering a variety of training methods that accommodate the preferences of our clients from coast to coast! Our team not only provides a bevy of training styles to best fit your needs, we provide all basic training free of charge (the only exception is customized training, which incurs a nominal fee). The Client Services and Education Team encourages you to explore our various training methods!

This Client Services and Education program is geared towards both MSR’s and experienced staff seeking information about the Member Service functions in CU*BASE.

This Client Services and Education program is geared towards both newer Tellers and experienced staff seeking information about the Teller functions in CU*BASE.

February.03

3:00 PM ET

Education Express

Review of Tool #2 Work/View Loan Application Status

The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests. All incoming applications, regardless of their source, are marked with the date and time when the application record was created. This screen is also the access point for working Flex Loan modifications and for working 1Click Offers.

Join Pete Winninger to learn more!

February.23

3:00PM ET

Learning Café

Balancing Made Easy

This course will focus on reviewing the Balancing Made Easy Guide. The Balancing Made Easy Guide is designed to guide the accounting department through the procedures CU*Answers recommends for reconciling all CU*BASE daily processing and interfaces. Join Stephanie Raven to learn more!

Join Stephanie Raven to learn more!

The CU*Answers OnDemand site is a growing library of CU*BASE training, special events, and multi-media presentations provided at no charge. Over 100 items are posted on the site, ranging from CU*BASE training to informative

regulatory-compliance reviews.

Have you checked out the Client Services and Education Store? There are a variety of products including Educational Resources like our CU*BASE Custom Training Edition (CTE) and our Exercises for Success Training Manuals.