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Column 1

Activity
Default Mortgage Loan Collections
Mortgage Loan Foreclosure
Mortgage Loan Origination
Mortgage Loan Risk Assessment
Mortgage Loss Mitigation
Mortgage Payment Processing
Mortgage Post-Close Servicing
Cash Management Product Sales
Commercial Loan Sales (Large Client)
Commercial Loan Sales (SMB Client)
Student Loan Sales (Secondary Market)
Investment Management New Business
Wealth Management Account Onboarding
Wealth Management Account Closing
Investment Management Client Services
Trade Execution
Lead Generation & Research
Investment Data Collection & Reporting
Investment Escrow Account Management
Estate Administration
Institutional 401k Management
Institutional Investment Plan Implementation
Portfolio Setup & Reporting (Bundled)
Portfolio Setup & Reporting (Unbundled)
Retirement Services
Trade Research & Entry
Trade Analysis & Reporting
Retail Trade Capture & Entry
Trade Review & Settlement
Retail Trade Support
Trade Fill & Confirmation
Trade Execution
Trade Execution
Lead Generation & Research
Trade Reconciliation
Prime Brokerage Account Closing
Broker Dealer Account Conversions
Prime Brokerage Account Opening
Loan Origination
Account Closing
AML: Financial Crime Compliance
AML: Payment Transactions
Asset Based Lending
ATM Card Requisition
Automated Clearing House (ACH) Operations
Call Center: Account Closing
Call Center: New Accounts
Call Center: Product Servicing
Cash Vault Operations
Trade Execution
Lead Generation & Research
Cash Vault: Automated Clearing House
Cash Vault: Automation & Data Entry
Commercial Account Onboarding
Commercial Client Services (Account Maintenance)
Commercial Loans (General)
Consumer Lending (General)
Correspondent Lending
Credit Card Fraud Resolution
Direct Banking: New Accounts
Foreign Exchange: New Accounts
International Banking: New Accounts
Internet Banking: Account Information Update
Internet Banking: Customer Communication
Internet Banking: New Accounts
Internet Banking: Product Servicing
Trade Execution
Lead Generation & Research
Item Processing
Lockbox Operations (General)
Loan Servicing
Mortgage Loan Closing
Mortgage Loan Setup
Mortgage Loan Underwriting
Retail Branch: Account Information Update
Retail Branch: Client Services
Retail Branch: Inbound Transactions
Retail Branch: Money Withdrawal
Retail Branch: New Accounts
Portfolio Implementation
Trust Account Product Life Cycle
Small Business (SMB) Lending
Wire Transfers
Trade Execution
Lead Generation & Research
Description
This workflow template illustrates the generation of past due borrower lists (including overdue bala...
This workflow template illustrates activities that occur before, during and after a mortgage loan is...
This workflow template illustrates the collection and initial processing of mortgage loan applicatio...
This workflow template illustrates the generation of credit reports for potential borrowers and the...
This workflow template illustrates the processing of requests from current borrowers to modify the t...
This workflow template illustrates the processing and completion of borrower mortgage loan payments...
This workflow template illustrates the performance of vital insurance and tax-related tasks by borro...
This workflow template illustrates the sales of cash management, or treasury management, services to...
This workflow template illustrates the origination of commercial (i.e., business) loans for large cl...
This workflow template illustrates the origination of commercial loans for small/medium-sized busine...
This workflow template illustrates the sales of student loans to other financial institutions, inclu...
This workflow template illustrates the onboarding of new investment management account holders (incl...
This workflow template illustrates the opening of new Private Wealth Management customer accounts, i...
This workflow template illustrates the customer-initiated closure of private wealth management accou...
This workflow template illustrates the development of investment strategies and the execution of tra...
This workflow template illustrates the development, confirmation and execution of large-scale trades...
This workflow template illustrates the targeting and generation of potential sales prospect(s), or l...
This workflow template illustrates the extraction, collection, analysis and reporting of data relate...
This workflow template illustrates a series of tasks related to managing and maintaining investment...
This workflow template illustrates the planning and execution of estate beneficiary distributions (f...
This workflow template illustrates the end-to-end lifecycle for institutional 401k investment produc...
This workflow template illustrates the development, approval, implementation and post-implementation...
This workflow template illustrates the setup and maintenance of investor portfolios (for bundled pro...
This workflow template illustrates the setup and maintenance of investor portfolios (for unbundled f...
This workflow template illustrates the sales of retirement services products to retail (i.e., indivi...
This workflow template illustrates the initial data collection, research, funding and entry of trade...
This workflow template illustrates both the daily (T+0, T+1) and monthly reporting related to tradin...
This workflow template illustrates the collection of trade orders from retail, or individual, invest...
This workflow template illustrates the post-trade review of recently executed trades, as well as the...
This workflow template illustrates the detection, investigation and resolution of trade errors, or e...
This workflow template illustrates the fulfillment of trade orders for institutional investors, incl...
This workflow template illustrates the development, confirmation and execution of large-scale trades...
This workflow template illustrates the development, confirmation and execution of large-scale trades...
This workflow template illustrates the targeting and generation of potential sales prospect(s), or l...
This workflow template illustrates the review of all trades executed over a certain period of time (...
This workflow template illustrates the closing and final servicing of prime brokerage customer accou...
This workflow template illustrates the movement of client securities (or other assets) to a prime br...
This workflow template illustrates the initial setup and opening of new prime brokerage customer acc...
This workflow template illustrates the involvement of four functional groups (Sales, Underwriting, C...
This workflow template illustrates the processing of account closing requests from retail and/or com...
This workflow template illustrates the generation of alerts, reporting and compliance writing relate...
This workflow template illustrates the back end processing and underwriting of customer payment requ...
This workflow template illustrates the setup and closing of an asset based loan. Purchase and downlo...
This workflow template illustrates the processing of requests for new ATM cards from existing or new...
This workflow template illustrates the setup, payment and reporting of Automated Clearing House (ACH...
This workflow template illustrates the processing of customer account closing requests through the c...
This workflow template illustrates the handling and completion of new account enrollments through th...
This workflow template illustrates the processing and handling of inbound customer calls related to...
This workflow template illustrates the sorting, processing and balancing of cash vault deposits for...
This workflow template illustrates the development, confirmation and execution of large-scale trades...
This workflow template illustrates the targeting and generation of potential sales prospect(s), or l...
This workflow template illustrates the transaction, setup and inspection of cash vault automated cle...
This workflow template illustrates the batch processing of payments from a bank's cash vault to reta...
This workflow template illustrates the opening and enrollment of new commercial banking accounts. Pu...
This workflow template illustrates how the maintenance of commercial client accounts is rendered by...
This workflow template illustrates the origination, underwriting and approval/denial of commercial l...
This workflow template illustrates the origination, approval, setup and verification of consumer loa...
This workflow template illustrates the sales of loans to correspondent lenders (i.e., banks, mortgag...
This workflow template illustrates the process for resolving a case of credit card fraud. Purchase a...
This workflow template illustrates the processing of requests for new banking accounts from retail c...
This workflow template illustrates the assessment and setup of institutional foreign exchange accoun...
This workflow template illustrates the enrollment and processing for new customer international acco...
This workflow template illustrates the processing of self-administrated customer information updates...
This workflow template illustrates the request and fulfillment of customer requests through the inte...
This workflow template illustrates the customer account enrollment, underwriting and approval for ne...
This workflow template illustrates the servicing and fulfillment of customer banking products though...
This workflow template illustrates the development, confirmation and execution of large-scale trades...
This workflow template illustrates the targeting and generation of potential sales prospect(s), or l...
This workflow template illustrates the processing and verification of cash tickets and general ledge...
This workflow template illustrates the setup and sales of lockbox products for banking customers and...
This workflow template illustrates the generation and review of new loans and their subsequent maint...
This workflow template illustrates the process of closing a new mortgage and involves a closing grou...
This workflow template illustrates the involvement of three functional groups (loan officer, team su...
This workflow template illustrates the detailed review of borrower mortgage applications by the unde...
This workflow template illustrates the servicing and administration of customer profile information...
This workflow template illustrates the resolution and fulfillment of banking branch customer issue s...
This workflow template illustrates the acceptance and processing of incoming customer fund transacti...
This workflow template illustrates the service and execution related to customer outbound money tran...
This workflow template illustrates the inquiry, processing and fulfillment of the customer new accou...
This workflow template illustrates the involvement of three functional groups (Portfolio Managers, M...
This workflow template illustrates the initiation, maintenance and closing of investment trust accou...
This workflow template illustrates the processing and approval/denial, documentation and maintenance...
This workflow template illustrates the setup, approval and execution of electronic wire transfers to...
This workflow template illustrates the development, confirmation and execution of large-scale trades...
This workflow template illustrates the targeting and generation of potential sales prospect(s), or l...

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