Learning Solutions Core Catalog

Transcription

1 Learning Solutions Core Catalog

2 2 LEARNING SOLUTIONS CORE CATALOG Welcome to FIS Community Banking Learning Solutions Successful institutions realize that employee education and development is an ongoing process. The FIS Community Banking Learning Solutions team is committed to providing the right tools to meet those ongoing learning goals. We work closely with our clients to deliver personalized learning experiences through a variety of delivery channels. Courses focus on the job role, incorporating practical scenarios and activities to bring students to a level of proficiency that encourages problem solving and critical thinking. Whether self-paced, virtual, classroom or custom onsite, our courses provide the right education at the right time. The cost of each service varies depending upon the subject matter, the length of the course and the delivery channel. All of the Learning Solutions services are managed through an online Learning Management System (LMS). Using this tool makes it easy to register for courses and track participant performance. To view our calendar and register for courses, visit the LMS here: Learning Solutions currently offers a wide array of courses and we re adding more all the time. Over the last year we ve made exciting developments to our learning programs, the latest being our Universal Service Representative Certificate Program. We continue to invest in bringing you relevant training opportunities to get the most out of your core investment. I look forward to working with you! Sincerely, Shelley Stanley Learning Solutions Manager

3 LEARNING SOLUTIONS CORE CATALOG 3 Table of Contents What is a Bank? BP 10 Regional User Group Custom Training BP 10 Learning Management System (LMS) 6 Training Types 6 Virtual 6 Classroom 6 Self-paced 6 Other Training Opportunities 6 Custom Learning Solutions 6 InfoShare Preconference Workshops 6 Regional User Group Training Opportunities 6 Training Marathons 6 Subscriptions Available 7 Annual Training Subscriptions 7 Core Icon Legend 7 All users 8 Bankway Browser Service Desk Navigation 9 Bridging the Generational Gap BP 9 Browser Dashboard 9 Core Basics Resource Center 9 Customer and Contact Notes 9 HORIZON-XE Overview 9 Introduction to Being a Teller BP 10 Introduction to BancPac BP 10 Lending Basics BP 10 Relationship Management Overview 10 Social Media and You BP 10 Virtual Training Marathon BP 10 Operations 11 Conversion Resource Center 12 Core Security BP 12 Core Software Administration BP 12 Creating Meaningful Dashboards 12 Deposits BCR Overview 12 Deposits BCR Settings Overview 12 General Ledger BCR Overview 13 HORIZON Enterprise Alerts 13 HORIZON-XE Security 13 ido Setup and Administrator Training 13 New Account Desk New Product Setup 13 Relationship Management BCR Settings Overview 13 Release Overviews BP 14 Release Resource Center 14 Security Administration 14 Security Center and Bank Standards 14 Software Administration Overview Bank Information & Deposits Standards 14 Software Administration Overview Bank Information & General Ledger Standards 14 Teller Setup 15 Year-End Release Overview 15 Year-End Release Resource Center 15 Year-End Release Tools 15 Account Analysis BP 15 Account Reconciliation 15 ACH Balancing 15

4 4 LEARNING SOLUTIONS CORE CATALOG Table of Contents Streamlining Your Call Center Operations 19 Tackling BSA Processing 20 Using Account Analysis to Increase Income BP 20 ACH Training Data Center 15 ACH Training In-house 16 Advanced ACH 16 Advanced ACH File Manager and Exceptions & Returns 16 Bankway Cash Management 16 CIF/Customer Record Life Cycle BP 16 Conditional Processing 16 Deposit Funds Escrow 17 Deposit Operations BP 17 Deposit Payment Decisions 17 Dynamic Transfer Processing 17 Exception Item Processing 17 General Back-office Functions 17 icm Training 17 ido Workflow Best Practices to Promote Efficiencies 18 Introduction to IRAs BP 18 Opening Accounts BP 18 Positive Pay 18 Positive Pay 18 Prevent Check Fraud with Positive Pay 18 Relationship Interest Bonus Program 19 Repurchase Agreements 19 Return Deposited Items 19 Secured Transaction Entry 19 Streamlining Your Call Center Operations 19 Executive Perspective 20 General Ledger 20 General Ledger Overview 20 GL Application Training 20 Optimizing General Ledger BP 21 Profitability Training 21 Profitability Analysis 21 Profitability BP 21 Regulation D Reclassification 21 Adjustable Rate Mortgage Loans 21 Boarding a Loan BP 21 Collateral Application and Notes 22 Collections Administrator Training 22 Collections User Training 22 Construction Project Application 22 Credit Bureau Reporting 22 Credit Facilities 22 Dealer Floor Plan 23 Dealer Reserve 23 Delinquency and Credit Bureau Reporting 23 Escrow Solutions Investigations 23 Lending Application Training 23 Lending BCR Settings Overview 23 Lending Beyond the Basics 24 Lending Services BP 24 LN Escrow Processing Administrator 24 LN Escrow Processing User 24

5 LEARNING SOLUTIONS CORE CATALOG 5 Table of Contents A2i Report Writing Workshop 28 Access to Information (A2i) Level II 29 BancPac 360 BP 29 Loan Collections 24 Loan Escrow Processing Analysis 24 Loan Foundation Begins with Bankway Standards 25 Loan Inquiry 25 Loan Inquiry 25 Loan Level Non-accrual and Shadow Accounting 25 Loan Origination Web BP 25 Loan Participations BP 25 Loan Payment Posting 26 Maintaining Loans in Service Desk 26 Managing Credit Risk 26 Master Account 26 Master Commitment Review 26 Master Commitment Inquiry 26 Master Loans with Tranches 27 Maximizing Efficiencies in Your Loan System 27 Mortgage Loan BCR Settings 27 Mortgage Loan Daily Accrual 27 Mortgage Loan Escrow Processing 27 Mortgage Loan Training 27 Mortgage Loan Inquiry 27 Participation Loan Processing 28 PMI Milar Loan Reporting 28 SBA Reporting 28 What Is Shadow and Where Is Accrual? 28 Access to Information (A2i) Level I 28 HORIZON 360 BI Training 29 HORIZON 360 BI Advanced 29 HORIZON 360 BI Trend Models 29 Query Training 29 Tips and Tricks for A2i 30 Tips and Tricks for HORIZON 360 BI 30 Retail Banking 31 CSR Training with New Accounts Desk 32 CTR 32 Deposits Inquiry 32 Electronic Signature 32 ID Scan 32 New Account Desk Special Account Setup 33 New Account Desk Processing 33 Opening Accounts 33 HORIZON-XE Customer Processing 33 Introduction to Teller 33 Teller BP 34 Teller Capture 34 Teller Processing 34 Teller Supervisor 34 Teller Training BP 34 Teller Training with Teller Capture 34 Identifying Opportunities to GROW Your Customer Base 35 GROW Program BP 35 BP

6 6 LEARNING SOLUTIONS CORE CATALOG Learning Management System (LMS) FIS Learning Management System is a powerful tool that enables participants to register for courses and view, track and manage your institution s learning activities. Through the LMS, students can self-register for instructorled courses and access the elearning courses at their convenience. The LMS retains a student s training course history, allows them to track their success in completing elearning modules and provides learning paths. Managers can access the LMS to view staff member reports and their training history. Through robust reporting, users are able to view training cost information, enrollments by organization, subscription training usage, course descriptions and agendas, and the current training calendar. The LMS can be found at Training Types Virtual In our virtual classroom education, we provide detailed instruction on specific topics. Each Web-based course includes a comprehensive participant guide and provides an opportunity to interact with the instructor to learn more about how to perform your job. Our Web courses provide an excellent way for clients to learn without the time and expense of travel. Classroom To provide more in-depth learning, we offer a multitude of workshops and courses throughout the year at our facility in Orlando, Florida and regionally at client sites. In all of our courses, your staff receives hands-on, detailed instruction from our learning strategists. These courses provide a wonderful opportunity to share best practices among peers. Self-paced Our self-paced courses include learning modules that provide training for key job categories in a bank. Our library contains many courses that are easily accessed through our LMS anytime. Other Training Opportunities Custom Learning Solutions Duration: Varies based on situation Fees apply The FIS Learning Solutions team offers custom learning engagements on request. Whether outsourcing all or part of your training, a learning strategist will work with you to develop a customized plan for virtual or on-site delivery. InfoShare Preconference Workshops Fees apply Each year we offer a series of live workshops during the two days prior to InfoShare. These interactive sessions cover a variety of topics and provide additional opportunities for networking with your peers. Class description and registration is available in the LMS. Regional User Group Training Opportunities Duration: Various Fees apply FIS offers various regional user training opportunities, including sessions scheduled around the Regional User Group meetings and bank-hosted training. The lengths and topics vary and will be described in the LMS. Please watch the LMS Training Calendar for upcoming sessions and us at communitybanking.learning@fisglobal.com if you are interested in hosting a regional session at your location. Training Marathons Duration: 2 days Fees apply During the marathon, FIS trainers lead a series of eight virtual sessions covering a variety of topics. Each session is offered twice over the course of two days and is open to unlimited participation. FIS also facilitates roundtable sessions to provide opportunities for participants to ask additional questions and discuss common themes with industry peers. This intensive training opportunity provides employees the chance to review essential core procedures and delve into specific topics in a cost- and time-efficient manner.

7 LEARNING SOLUTIONS CORE CATALOG 7 Subscriptions Available Annual Training Subscriptions A clear understanding of your core and its integration with ancillary FIS products will maximize the benefits of your investment with FIS. An annual training subscription keeps your employees current and knowledgeable while offering savings over retail pricing. Contact your strategic account manager (SAM) to learn more. An annual training subscription guarantees keeping your employees current and knowledgeable while saving your institution up to $10,000 over retail pricing. The larger the package purchased, the larger the savings. Please your SAM or communitybanking.learning@fisglobal for more details. Core Icon Legend BancPac BP Bankway HORIZON

8 Course Descriptions All users

9 LEARNING SOLUTIONS CORE CATALOG 9 Bankway Browser Service Desk Navigation Core Basics Resource Center, HORIZON Job Role: All users Job Role: All users Duration: 3.6 hours This course is designed to guide you through the best practices for navigating in Bankway. This is the first class you should take if you are a new Bankway user. Bridging the Generational Gap Core: BancPac, Bankway, HORIZON Job Role: All users BP Bankers today cross several generations. How can you strengthen your team to benefit from this diversity? Learn the characteristics of generations in the workforce to help blend the differences into a unified team. Browser Dashboard Job Role: All users Duration: 45 min The purpose of our Core Basics Resource Center is to provide an off-the-shelf learning center for both new hires and cross-training. This tool will contain a reference library, self-paced learning sessions and tips from the experts designed to provide participants with the core foundation knowledge needed to be proficient in their new jobs. Customer and Contact Notes Job Role: All users Duration: 50 min This course shows you how to add and maintain Customer and Contact notes so there is a consistent communication flow within your bank and to customers. Learn to use these notes to maintain regulatory standards, as well as have legal record of customer communications. This course will help you use the Dashboard functionality to create quick access to daily activities. You will learn to add customer profiles and reports to your customized dashboard to save time in completing your recurring core activities. HORIZON-XE Overview -XE Job Role: All users Duration: 15 min This course provides an overview of the general functionality and benefits of our system. This virtual tour shows features such as workspaces, help functions, favorites and customizing screen content.

10 10 LEARNING SOLUTIONS CORE CATALOG Introduction to Being a Teller Core: BancPac, Bankway, HORIZON Social Media and You BP BP Core: BancPac, Bankway, HORIZON Job Role: All users Job Role: All users Whether you re brand new to banking or have worked in banking for years, this course focuses on the basics of being a Teller. Join this session to learn about current social media tools and how to track, manage and effectively capitalize on activity. Introduction to BancPac Virtual Training Marathon BP BP Core: BancPac Core: BancPac, Bankway, HORIZON Job Role: All users Duration: 21 min Job Role: All users This course covers how to navigate BancPac, search for and view customer information, and access online help. These virtual training marathons are offered periodically on a variety of core topics at a low, flat fee for unlimited bank access. Lending Basics Core: BancPac, Bankway, HORIZON What is a Bank? BP BP Core: BancPac, Bankway, HORIZON Job Role: All users Duration: 20 min Job Role: All users Duration: 15 min Delivery: Self-Paced This introductory course explains the overall concept of lending and the typical life cycle of a loan. Relationship Management Overview This course focuses on how the U.S. banking system operates and the basics of banking services. It will give you a foundation to begin your journey in learning about banking. Regional User Group Custom Training BP Job Role: All users Core: BancPac, Bankway, HORIZON Job Role: Regional User Group Training Duration: 3 hours This Relationship Management overview shows you how to navigate the system and how to use the functions to better manage your clients. Delivery: Classroom $150/person Instructor-led classes are offered in conjunction with each of the core Regional User Group meetings. These courses are voted on by board members and offered based on demand.

11 Operations

12 12 LEARNING SOLUTIONS CORE CATALOG Conversion Resource Center Creating Meaningful Dashboards Job Role: Administrator Duration: 3 hours Job Role: Administrator This tool provides tips and tricks to guide you through some of the conversion tasks and gives easy access to documents and reference materials. Core Security Core: BancPac, Bankway, HORIZON Job Role: Administrator Duration: 2 hours This is an interactive session to increase knowledge about the core Security Administration job role. The basics of managing users will be reinforced with live exercises and real-life applications. A requirement for this session is the successful completion of the core Security Administration Self-Paced Course. Core Software Administration Core: BancPac, Bankway, HORIZON Job Role: Administrator Delivery: Classroom Duration: 3 days BP BP The Software Administration Workshop provides you with an overview of how to set up and maintain deposit controls, loan controls and bank controls. You will learn how to keep up with bank-wide loan and deposit specific controls so that any change necessary can be immediately applied with ease. This class will give you the knowledge to create customized, relevant Dashboards for all areas within your bank. Once you have the Dashboards built, users will have access to the information needed to manage the performance of their business lines. The class will contain the best-in-class functionality available within Bankway Dashboards. Deposits BCR Overview Job Role: Administrator This course focuses on building a product using the best process for ensuring that product is ready for roll out. It includes an overview of document origination, BCR settings and GL Interface. This course walks system administrators through the process of creating a new Student Checking, Savings and 15-month Time Deposit. Deposits BCR Settings Overview Job Role: Administrator Duration: 30 min This self-directed, self-paced class will help you navigate through the tools within HORIZONS BCR settings. This course is a great place to start for new BCR administrators.

13 LEARNING SOLUTIONS CORE CATALOG 13 General Ledger BCR Overview ido Setup and Administrator Training Job Role: Administrator Duration: 30 min Job Role: Administrator Duration: 3 days Delivery: Classroom Our General Ledger Bank Control Overview will help you make sure you are using HORIZON to its full GL capabilities. This class covers the basics of account setup, structure of the GL and how the GL works within HORIZON. You will also learn about the controls available to you within the GL system. HORIZON Enterprise Alerts Job Role: Administrator Duration: 15 min The Enterprise Alerts System provides the ability for a financial institution to offer real-time and/or after processing alert messages to their customers via and/or SMS message. This training will cover the steps for the initial set-up to be completed by FIS and the enrollment process for customers. HORIZON-XE Security -XE Job Role: Administrator Duration: 25 min This course introduces Security Administrators to the concepts of setting up users and groups to control access to functionality within the system and how to set up users so they can access the system. This course covers the best practices for the setup of the Integrated Deposit Origination (ido) parameters in your system. You will learn about the role of the Bank Control Records (BCR) in HORIZON and how they affect ido. New Account Desk New Product Setup Job Role: Administrator Duration: 45 min This course reviews the process for establishing a new deposit product in Bankway. This course will teach you how to create or model products. You will also learn to add custom information into your bank documents that are related to your products. Relationship Management BCR Settings Overview Job Role: Administrator Duration: 30 min This course will help you navigate the Relationship Management system and allow you to ensure you are maximizing the functionality with HORIZON BCR settings. You will learn to use the flexibility within HORIZON to maximize the data you gather to comply with your bank s policies.

14 14 LEARNING SOLUTIONS CORE CATALOG Release Overviews BP Security Center and Bank Standards Core: BancPac, Bankway Job Role: Administrator Job Role: Administrator In this session, you will find overviews of the enhancements. Included is general information about the enhancement and the benefits of implementing. You will also have easy access to the Release Notes and related screens for the enhancements, as well as the Release Scorecard. Release Resource Center Job Role: Administrator Duration: 2 hours Within this tool, you will find access to the release notes, instructor commentary and related screens for all the enhancements, as well as the Release Scorecard. You will also find downloadable PowerPoint files for you to use to create your own training materials, as well as a release management tool called the Release Scorecard. Security Administration Job Role: Administrator Duration: 40 min This course is designed for new HORIZON Security Administrators who need to control access to functionality within the system and to set up users so they can access the system. You will learn how to use the Security Spreadsheet and Group Profile Templates to streamline your security setup. You will also become familiar with setting up IBM i User Profiles and templates. This course is designed to help you secure Bankway and use the functionality to limit employee access based upon job responsibilities. This is also a great class for your Bankway Security Center system administrator. You will learn how to set up new users, reset passwords, build workflows, entitlements and processes. Software Administration Overview Bank Information & Deposits Standards Job Role: Administrator Duration: 30 min This class will focus on the Bank Standards for Deposit Accounts within Bankway. This is a must for employees tasked with the setup of existing or new standards within Bankway. Software Administration Overview Bank Information & General Ledger Standards Job Role: Administrator Duration: 30 min This course is designed to show you how to administrator the General Ledger and Integration Standards for Bankway. You will also learn how information flows in Bankway s Software Administration and how this relates to the General Ledger.

15 LEARNING SOLUTIONS CORE CATALOG 15 Teller Setup Account Analysis BP Core: BancPac, Bankway, HORIZON Job Role: Administrator Duration: 5 days Duration: 3 hours Delivery: Classroom You will learn how to set up and maintain the teller system settings, hot keys, screens and other time saving features. Year-End Release Overview This course provides an introduction to the account analysis service activities and pricing tables. You will gain an understanding of how to use these features to maximize commercial account service charge revenue. Account Reconciliation Job Role: Administrator, HORIZON This training will provide an overview of tax changes for this year. Year-End Release Resource Center This session reviews using the account reconciliation application to reconcile internal accounts such as CD Interest Checks and Official Checks. ACH Balancing Job Role: Administrator Duration: 2 hours The Year-End Release training is critical for your bank in order to meet IRS and other regulatory requirements. This training will prepare your bank to understand and implement required procedures for year end, including Year-End processing, changes and tax considerations, and updated tax fields. Year-End Release Tools Job Role: Administrator Are you ready for Year End? Learn how to use the tools in the Release Resource Center to help Year End run smoothly. This session covers the ACH Balancing Process, including a review of the recommended reports and troubleshooting differences. ACH Training Data Center Duration: 3 hours This class offers a detailed review of our ACH functionality. The class is designed to allow you a better way to manage all of your ACH needs. From loading incoming ACH files, to managing returns and exceptions, this course has it all.

16 16 LEARNING SOLUTIONS CORE CATALOG ACH Training In-house Bankway Cash Management Duration: 3 hours Duration: 3 hours This class offers a detailed review of our advanced ACH functionality from loading incoming ACH files, to managing returns and exceptions, this course has it all. You will also understand how to enter batches, create recurring batches, view and maintain ACH transactions, as well as balance the ACH GL accounts. The Bankway Cash Management class is designed to help you evaluate and implement cash management features to your customer base. You will learn to set up various automatic transfer types, including Zero- Balance and Maintain Minimum Balance. Advanced ACH This class offers a detailed review of using the advanced ACH functionality to manage all of your ACH needs. You will learn to load incoming ACH files and to manage returns and exceptions. You will also understand how to enter batches, create recurring batches, add originators, view and maintain ACH transactions, and balance the ACH GL accounts. Advanced ACH File Manager and Exceptions & Returns This class offers a detailed review of our advanced ACH File Manager and Exceptions & Returns functionality. The course covers the process of loading incoming ACH files, creating extract files, and managing returns and exceptions. CIF/Customer Record Life Cycle Core: BancPac Duration: 2 hours The course covers adding, maintaining and deleting Customer Records and CIFs. Address maintenance and customer relationships are included. Conditional Processing BP Duration: 2 hours HORIZON s Conditional Processing* module offers you a robust and flexible engine to reward customers who utilize more cost-effective services and transactions, such as estatements and Point of Sale. Based on your criteria, you can offer your customers a higher interest rate or lower/waived Service Charges. *Note: Conditional Processing is a licensed feature in HORIZON and must be purchased before training is provided.

17 LEARNING SOLUTIONS CORE CATALOG 17 Deposit Funds Escrow Dynamic Transfer Processing Duration: 3 hours Escrow Funds Management provides the management of the funds that are taken on deposit based on a written agreement authorizing the holding of funds by an escrow agent for the rendering of future services. These services are provided by agents such as landlords, who hold the security deposits for their tenants; attorneys that hold retainers for their clients; municipalities that hold deposits from developers for real estate development; and funeral homes that offer prepayment arrangements for funeral expenses. Deposit Operations BP Discover using the Dynamic Transfer functionality to transfer funds automatically between two or more accounts using varying types of transfers. Exception Item Processing Duration: 2 hours This course covers RIP (NSF and OD decisioning), UIR (unposted item repair) and PEP (posted exception processing). Core: BancPac, Bankway General Back-office Functions Duration: 3 hours This course will teach you how to maintain and/or modify deposit accounts using your core. You will gain insight for services related to general deposit and customer maintenance. Duration: 3 hours This course covers general back-office functions, including charge backs, escheatment, OFAC, RMD, Regulation D processing and the Central Lookup file. Deposit Payment Decisions icm Training Duration: 45 min During this lesson, you will learn how Bankway can assist you to make payment decisions and perform return items processing. Business tasks related to general deposit maintenance are taught using Bankway demonstrations and simulations. If you are interested in learning about HORIZON icm Card Management Application, this class covers all the basics. You will learn how to locate and add cards. You will learn how to add or close a related account to a card, increase or decrease card limits, add temporary limits, view history and more. During this session, you will also learn how to add cards via ido or directly from Card Management.

18 18 LEARNING SOLUTIONS CORE CATALOG ido Workflow Best Practices to Promote Efficiencies Positive Pay This session will show you how to leverage the new account workflow in ido to promote cross-selling and CIP information gathering. Additionally, learn best practices in using workbench tools to streamline processes and minimize back-office maintenance. The Positive Pay training class covers how to maintain check payment control and reduce or eliminate check fraud. You will learn how Positive Pay and Account Reconciliation interface with the online banking feature. Introduction to IRAs BP Core: BancPac, Bankway, HORIZON Duration: 2-3 hours This introduction to IRA class is a great place to start or a valuable refresher of the functions within the core that can help you service IRAs. From IRA account management, maintenance, beneficiaries, contribution and distributions, this class has it all. Positive Pay Duration: 2 hours Bankway s Positive Pay application can help you protect your customers and bank from unnecessary losses due to check fraud. This course will show you how easy the Bankway Positive Pay system is. You will learn how to upload files and maintain issued and return suspects. Opening Accounts BP Prevent Check Fraud with Positive Pay Core: BancPac Duration: 2 hours The course explores the setup of deposit accounts, reviews the process of adding and deleting names from accounts, and provides in-depth discussion of account relationships. With check fraud on the rise, Bankway s Positive Pay application can help protect your customers and bank from unnecessary losses due to check fraud.

19 LEARNING SOLUTIONS CORE CATALOG 19 Relationship Interest Bonus Program Discover how to use customers account relationships to promote bonus interest rates and encourage customer retention. Secured Transaction Entry Duration: 50 min In this course, learn to use Secured Transaction Entry (STENTR) to create, modify and approve credit and debit transaction batches. Repurchase Agreements Streamlining Your Call Center Operations Duration: 45 min This session reviews the steps necessary to establish Repurchase Account types, creating and maintaining collateral, Repurchase Agreement new account set-up, and creating and maintaining the Dynamic Transfer. This session will also include general inquiry and maintenance instructions relative to the Repurchase and the Master Account. This course offers tips and tools that will assist the end user help customers more efficiently, both on the phone and in person. Streamlining Your Call Center Operations Return Deposited Items Duration: 45 min This course will show you how to use Bankway to establish account controls, generate the appropriate GL and deposit account entries, and to inquire on the history of an RDI. Business tasks related to general deposit maintenance are taught using Bankway demonstrations and simulations. This course will help you streamline your call center environment using existing functionality. Proper security settings and user interaction will allow your customer service personnel to quickly and efficiently assist their customers, resulting in improved customer and employee satisfaction.

20 20 LEARNING SOLUTIONS CORE CATALOG Tackling BSA Processing General Ledger, HORIZON Job Role: Financial Duration: 6 hours This course teaches the best practices for BSA and Currency Transaction Report (CTR) processing. You will learn how account relationships affect reporting, the types of Teller CTR messages generated and the CTR/ MIL and tran code settings. Using Account Analysis to Increase Income Core: BancPac, Bankway, HORIZON BP This course will give you all of the General Ledger (GL) tools from inquiry, setting up new accounts and centers, posting to the accounts, running and reviewing reports, and balancing the GL. This class also will give you the tools to design customized Financial Information reports, load the budget and see the results of backdated entries during the day on financial statements. General Ledger Overview Job Role: Financial Duration: 15 min Discover how this feature allows you to capture, charge and collect fees from commercial customers. Executive Perspective Job Role: Financial Duration: 3 hours The Executive Perspective Course provides users with the ability to extract marketing and financial information from Bankway to modify/create graphs and reports, integrating them into a personal review list. Financial Information capabilities give users the option to convert this information into financial presentations or graphs outlining daily, weekly or monthly activity. Bankers can also create graphs that correspond with items significant to meetings or presentations and analyze the bank s financial position. Our short General Ledger Inquiry course will help you make sure you are able to find everything you may be looking for within the GL. This class covers the basic functionalities available for conducting research on your banks GL accounts, including the number of transactions posted in the past month, average balances for the past few months, and being able to see balances for business units tied to various accounts. GL Application Training Job Role: Financial Delivery: Classroom Duration: 2 days This class teaches participants how to use HORIZON General Ledger with inquiry, setting up new accounts and centers, posting to the accounts, running and reviewing reports, and balancing the GL. This class also will give you the tools to customize online transaction templates, work with the budget, run GL Intra Day and view the results on financial statements.

21 LEARNING SOLUTIONS CORE CATALOG 21 Optimizing General Ledger Core: BancPac, Bankway, HORIZON Job Role: Financial BP Learn best practices to better use your GL system for more accurate and efficient accounting. Profitability Training Regulation D Reclassification Job Role: Financial Duration: 3 hours In this virtual workshop, you will gain an understanding of how the setting decisions impact the reserve and non-reserve amounts that interface to GL. You will also learn about the reports that are produced from the reclassification module. Job Role: Financial Duration: 2 hours Adjustable Rate Mortgage Loans This course reviews the reports produced after the first month-end processing after the profitability tool is enabled. Duration: 2 hours Profitability Analysis Job Role: Financial In this course, you will learn how to set the parameters to rank your customers according to their contributions to the bank s profitability. You will also learn how to use this information to make well-informed decisions about customers, products and services. This course is designed for existing Bankway users who are involved in booking, servicing and viewing reports for Adjustable Rate Loans (ARLs). Attendees will learn how to properly book ARLs directly on Bankway, how to set up the automatic payment recalculation, detect erroneous information immediately, ARL disclosures and special considerations for ARLs. Boarding a Loan BP Profitability Core: BancPac Job Role: Financial BP Core: BancPac, HORIZON Duration: 30 min This class covers how to put a basic loan in the HORIZON system, tie collateral and add a co-borrower. This course reviews the profitability at the CIF level and the account level. The course also includes setting up your banks parameters used to determine your bank s profitability.

22 22 LEARNING SOLUTIONS CORE CATALOG Collateral Application and Notes Construction Project Application Duration: 2 hours This course will provide a comprehensive overview of the entire collateral application with a particular emphasis on the setup and maintenance of Exception notes. Learn how to track collateral, LTV and collateral exceptions. In this session, you will gain the skills and knowledge that will get you up-to-speed fast using HORIZON s Construction Module. Our experienced instructors show you how to navigate in the system and how to add or maintain Projects, including specific Budget Items as well as Budget Line Items in HORIZON. Collections Administrator Training Credit Bureau Reporting Duration: 3 hours This course is designed for employees who are charged with working through the collection accounts from the charge off, to the collection activity as well as the charge off reporting. Collection managers as well as collections staff will learn about the control options and functionality within HORIZON ism Collections Administrator to help you track collection activity. Learn the proper core settings to utilize the lending Credit Bureau s reporting capabilities to its full potential. Credit Facilities Collections User Training Duration: 4 hours This course is designed for employees who are charged with working through the collection accounts from the charge off, to the collection activity as well as the charge off reporting. Collection managers as well as collections staff will learn about the functionality of HORIZON ism Collections to help you work your collection accounts efficiently. Our Credit Facilities class can help you manage the lending relationships you currently have, as well as identify potential revenue earning opportunities. This class also ensures you have a clear understanding of the process to monitor and control lending relationships with your borrowers.

23 LEARNING SOLUTIONS CORE CATALOG 23 Dealer Floor Plan Escrow Solutions Investigations, HORIZON The Dealer Floor Plan class will teach you how to use the features within HORIZON to extend a line of credit to a dealer, maintain an inventory of the units purchased, invoice the dealer based on the inventory, and audit the dealer on a regular basis. Dealer Reserve This class will teach you how to extend a line of credit to a dealer, maintain an inventory of the units purchased, invoice the dealer based on the inventory, and audit the dealer on a regular basis. Delinquency and Credit Bureau Reporting Join us for an engaging session that offers an interactive way to address the challenges of escrow analysis and processing. Our expert speakers will present complex case studies and provide attendees with an opportunity to use resources and tools to provide the correct solutions. Lending Application Training Duration: 3 days Delivery: Classroom In this comprehensive three-day workshop, you ll gain the skills and knowledge that will get you up-to-speed quickly using the core lending applications. Learn how to navigate in the system and add or maintain loan and collateral information. Hands-on practice solidifies your learning experience so you can take what you learn and apply it to your job tasks. Duration: 15 min Lending BCR Settings Overview Join us for a detailed overview of Bankway s Delinquency Processing business task and how loan exception conditions are reported to the credit bureaus. Duration: 30 min This class will give you an overview of the BCR settings and their use with HORIZON Lending applications.

24 24 LEARNING SOLUTIONS CORE CATALOG Lending Beyond the Basics LN Escrow Processing User Duration: 3 hours This course will show you how to modify loan terms, review for customer exposure, renewals, loan card inquiries and all other maintenance you may need to perform. This class is not for beginners. Escrow processing set-up, inquiries and maintenance are covered along with Auto disbursement and Analysis capabilities. Loan Collections Lending Services BP Core: BancPac, Bankway Duration: 2 hours Duration: 6 hours This class will help you create a seamless processing map for your daily loan services. You will learn how to use the system to efficiently maintain your lending portfolio. LN Escrow Processing Administrator This course covers setting up Escrow Types and Payees, Initial Analysis. You will also gain an understanding of escrow and its relationship with the GL and to other related escrow Bank Control Records (BCRs) The Loan Collection course guides you through the Bankway Collections capabilities such as determining the past due loans, working the past due collection list of loans via various sort options, documenting collection results and comments after communicating with the borrower, and managing impaired loans. Special reports are discussed in addition to on-line profiles, mail merge, and the organization of customers and their accounts from a central location. Loan Escrow Processing Analysis Duration: 12 hours Our Bankway Loan Escrow Processing Analysis class offers you a comprehensive view of the options you have available in Bankway s Loan Escrow system. This class will help both new and experienced employees with understanding the processing of escrow, managing payees, performing escrow analysis and correcting escrow errors. You will also learn about the reporting and notice functionality choices within Bankway. This class is a must for all team members who handle escrows.

25 LEARNING SOLUTIONS CORE CATALOG 25 Loan Foundation Begins with Bankway Standards Loan Level Non-accrual and Shadow Accounting Duration: 6 hours Duration: 6 hours For the bank personnel with the critical role of Software Administrator, knowing the ins and outs of Bank Information, Customer Information Standards, Software Administrator, and Loan Controls Standards is vital as they relate to how your bank does business. In this course, participants will learn the process and rationale for establishing Bankway loan standards, how standards affect bank decisions, and the way loans are processed in Bankway. The Shadow Accounting Course teaches participants the new non-accrual controls available in Bankway, payment and accounting processing options, and charge off procedures under the Shadow Accounting capabilities in Bankway. This is accomplished in two three-hour web sessions. Loan Origination Web BP Loan Inquiry Core: BancPac, Bankway Duration: 6 hours This class covers the best practices for adding loans and collateral in the system. This course reviews the best practices for navigation and account inquiry within the lending application. Loan Participations BP Loan Inquiry Core: BancPac, Bankway Duration: 6 hours This class is designed to help those team members tasked with providing basic loan information navigate through the Loan Inquiry functions. The Loan Participation sessions are designed to teach you how to add, service and manage sold loan participations for non-government investors. In addition, participants will learn to add and service the investors pass through control account(s) and gain an understanding of the flow of debits and credits to the GLs.

26 26 LEARNING SOLUTIONS CORE CATALOG Loan Payment Posting Master Account Learn about the different loan payment posting options and the best practices for using them. Maintaining Loans in Service Desk In this session, you will learn master account capability that allows the setup of an account relationship with a primary credit line and up to nine subordinate accounts. Topics will include Master Account fields and review of fields within the maintenance functionality. Master Commitment Review Discover best practices to maintain loans using the Service Desk feature in Bankway Managing Credit Risk Duration: 3 hours From onboarding of new loan relationships to the monitoring of existing loan portfolios, this course will help you navigate the risk classification system within Bankway. This class will ensure that you have a clear picture of your institution s lending risk classification systems and how Bankway can help create a uniform process. This course provides a top-to-bottom review of the Master Commitment application with a particular emphasis on the setup and maintenance of Master Commitments and Intermediate Commitments. Specific topics include a review of the Master Commitment Bank Control Records, setting up Master and Intermediate Commitment, adding accounts to a commitment, creating fees, billing, and payment of fees. Master Commitment Inquiry This class will help you understand how the Master Commitment tool integrates with either the Mortgage Loan or Loan applications to manage large, complex lending relationships.

27 LEARNING SOLUTIONS CORE CATALOG 27 Master Loans with Tranches Mortgage Loan Daily Accrual Learn the ins and outs of using Master Loans with Tranches. You will need a working knowledge of the LN application to complete this session. Are you ready for the Mortgage Loan daily accrual project? This session takes you through the utility and discusses how daily accruals work. Maximizing Efficiencies in Your Loan System Mortgage Loan Escrow Processing, HORIZON If you are looking for some tips and tricks to make better use of your core loan system, this workshop is for you. During the session, we will help you find several tactics you can employ immediately to make your lending business more efficient, contain less data entry errors and have stronger legal integrity. This session covers establishing escrow processing parameters and best practices for processing escrow in the ML application. Insurance, taxes, disbursements, scheduling and analysis are included. Mortgage Loan Training Mortgage Loan BCR Settings Duration: 14 min Delivery: Classroom Duration: 3 days This course is designed to give you a look at the common tasks and uses of the Mortgage Loan application. It covers new account setup and maintenance, collateral and payment processing. This course will give you an overview of the BCR settings and their use with HORIZON ilm ML application. Gain insight with this overview of how the BCR settings will help you better control the ML application. Mortgage Loan Inquiry This course will help you understand the functionality of the Mortgage Loan Application. You will also learn how to complete inquiries within Mortgage Loans.

28 28 LEARNING SOLUTIONS CORE CATALOG Participation Loan Processing What Is Shadow and Where Is Accrual? Duration: 2 hours This class will demonstrate the ease and functionality of our HOIRZON ilm Participation Loan Processing solution. This course was developed to help you manage your participations and protect your lending relationships. PMI Milar Loan Reporting Don t let your shadow leave you behind, catch up with the ins and outs of Bankway Loan Level Non-accrual and Shadow Accounting. Access to Information (A2i) Level I Job Role: Report Writing Duration: 3 days Delivery: Classroom Learn to generate the new Mortgage Insurance Loan Activity Report (MILAR) by understanding the new fields and processes in place that create the PMI minimum servicer report data set required for the report. This level one class will teach you the basics you will need to create professional bank specific product presentations. These presentations can be used in a variety of settings to help your institution communicate with both internal and external customers. SBA Reporting This course goes over the BCR setup, investor setup and loan sale requirements to ensure proper Colson reporting of loans sold to and guaranteed by SBA. A2i Report Writing Workshop Job Role: Report Writing Duration: 1 day Delivery: Classroom The A2i Report Writing Workshop complements the A2i Level I Training, allowing users to write their own customized reports. This class expands on previous training, teaching the user how to create highly specialized custom reports that can be used to run reports from the bank s database. This course explores all of A2i s capabilities.

29 LEARNING SOLUTIONS CORE CATALOG 29 Access to Information (A2i) Level II HORIZON 360 BI Advanced Job Role: Report Writing Duration: 2 days Job Role: Report Writing Duration: 2 days Delivery: Classroom Delivery: Classroom This level two class will expand on the key concepts that you learned in the level one class. You learn how to build, modify and create more complex presentations. Customize your bank s presentations for enhanced communication within your organization. In this course, you will learn the functionality that helps you design more advanced, professionally authored reports such as master detail, group span, joins, unions, multiple page reports, multiple uses for the prompt feature and repeater tables. BancPac 360 BP Core: BancPac HORIZON 360 BI Trend Models Job Role: Report Writing Duration: 3 hours Job Role: Report Writing BancPac360 covers existing system-generated reports, changing layout of information, filtering non-essential criteria from reports, as well as creating on-demand, ad-hoc reports. BancPac360 is offered as an instructorled course available through the online virtual learning center. Additionally, this course offers hands-on exercises to become familiarized with the capabilities offered with BancPac 360. During this course, you will learn to use Trend Models to analyze data and establish patterns over a period of time. You must complete HORIZON 360BI training before taking this course. HORIZON 360 BI Training Query Training Job Role: Report Writing Duration: 3 days Job Role: Report Writing Duration: 33 min Delivery: Classroom With a growing need to understand customer behaviors and an increase in auditing requirements, custom reports are in demand now more than ever. This course is designed for new HORIZON 360 BI (H360BI) users who need to understand the basic functionality of the tool to create these custom reports. Hands-on learning is employed to demonstrate the powerful business reporting capabilities of H360 BI. The tool is robust and versatile, allowing everyday users to create simple reports and those with a reporting/technical background the flexibility to build complex reports. Experience with SQL report writing is recommended in order to take advantage of the more complex capabilities. Query is an available iseries tool you can use to analyze your HORIZON data and create meaningful reports. If this course, we will use a common scenario to demonstrate how to use this tool. This course includes a Practice Guide that allows you to perform various queries in a live environment, rather than within the self-paced environment

30 30 LEARNING SOLUTIONS CORE CATALOG Tips and Tricks for A2i Job Role: Report Writing Learn best practices for designing reports quickly and accurately. Tips and Tricks for HORIZON 360 BI Job Role: Report Writing Have you tapped into the dashboard features of HORIZON 360 BI? Ever wondered how to develop custom groups or work with cascading prompts? This session provides tips and tricks for working with HORIZON 360 BI.

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32 32 LEARNING SOLUTIONS CORE CATALOG CSR Training with New Accounts Desk Electronic Signature Job Role: CSR Duration: 2 hours Job Role: CSR Duration: 15 min This course teaches the best practices of opening and maintaining deposit accounts. You will learn how to title accounts, establish processing parameters, and account relationships and generate documents. CTR Use this brief video to gain an understanding of how the HORIZON system interfaces with electronic signature pads. From the document screens, you see how an electronic signature is collected and applied to the required documents then archived to cold storage, saving paper and providing efficiency in the branch. ID Scan Job Role: Teller Duration: 15 min This course reviews the basics for Currency Transaction Report creation, filing and reports. Deposits Inquiry Job Role: CSR and Deposits Job Role: CSR Duration: 2 min Use this brief video to gain an understanding of how the HORIZON system interfaces with ID Scanners. Two of the most common ID scanner models are demonstrated. You will see how the ID information is exported to the customer record, saving time and limiting the error potential that is always associated with data entry. This class will help you navigate and use ido to open and service new accounts. You will learn to find balances and transfer funds, open and close DDA Accounts, and process stop payments and NSF fees.