Collateral Review image

Collateral Review

By Fiserv Academy

Embark on an introductory session that delves into the features and functionality of the Collateral Accounting for Premier management system, including a comprehensive review of collateral master records, addenda options, specifications, pledging, LTV options, and reporting capabilities.

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Locations & Dates:

Meta information

Platform

Premier

Requirements

Premier

Category

Fiserv Academy

Offering Type

  • Client Care

Level

  • 4 - Optimization & Custom Training

Functional Area

  • Loans

Role

  • Lending

Embark on an introductory session that delves into the features and functionality of the Collateral Accounting for Premier management system. This comprehensive review covers collateral master records, addenda options, specifications, pledging, LTV options, and reporting capabilities. The session offers an introduction to the features and functionalities available within the CAS system.

Who is this course for?

Loan Origination, Loan Servicing, Lenders, Loan Officers, Credit Administration staff will benefit from our Collateral Review session.

Key Benefits

  • Establish process to use CAS record to track supporting collateral values
  • Discuss best practices for tracking collateral-based information, such as UCC filings, post-closing documentation, insurance, etc.
  • Explore options for migration of existing collateral information which may currently reside on the note level
  • Discuss benefits of maintaining historical information, such as appraisal data

Highlights

  • Collateral Master Record review
  • Addenda Options
  • Specifications
  • Pledging
  • LTV Options
  • Reporting Capabilities

Optimize your collateral management with Fiserv's Collateral Review session. Contact us today to schedule your introductory session and empower your team with the knowledge and tools they need to succeed!