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LOAN OFFICER CODES
Function
Enter, edit, or print loan officer codes to assist in managing the loan portfolio and related reports.


Fields

Code 
Enter new numeric codes to be established.

Description 
Enter descriptive text to be attached to the code number just entered.

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Things You Should Know​
  • Loan Officer is not a required field, so it is not necessary to establish codes. If it is decided at a later time to use this information, codes may be established at that point. Loan Master files should then be edited to contain the appropriate loan officer. 
  • These codes may be edited and deleted as required, an especially helpful feature when it is necessary to accommodate staff turnover. For example, loan officer 10 John Smith is established. Mr. Smith then resigns and is replaced by William Brown. Editing loan officer code 10 from John Smith to William Brown will eliminate the need to edit each Loan Master file individually.