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Siebel Finance Guide > Managing Commercial Loans > About Managing Commercial LoansThis chapter presents the procedures necessary to create, maintain, and process a commercial loan request in Siebel Finance. The commercial loan request process involves navigating through a series of screens used to capture client and facility information. Loan officers, credit committee team officers, and administrators are the primary users. Use these procedures to perform the administrator tasks of defining assessment templates, activities plans, documents templates, commercial loan approval stages, the contacts required to approve a commercial loan, portfolio types for a commercial loan, and underwriting standards. End users are commercial loan and credit committee officers. Commercial loan officers will use the procedures in this chapter to:
Credit committee officers will use the procedures in this chapter to: |
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