Officer codes may be placed on the following applications serving multiple functions. To place your officer code, see the following tabs and table.
Numeric
For Lenders:
Place numeric codes at the CIF, deposit account, account analysis, and loan account levels. For loan accounts, place the code in the primary or secondary officer code fields.
Alphabetic
For associates who have completed PB II training:
Place alphabetic codes at the CIF, deposit account, and account analysis levels, and in the secondary officer code field only for loans approved by Central Underwriting.
Alphanumeric
For associates who have not completed PB II training:
Place alphanumeric codes at the CIF, deposit account, and account analysis levels. Do not use alphanumeric codes on loan accounts.
Place officer codes in the following SilverLake applications serving multiple functions as listed below.
| Silverlake Application | Officer Code Function |
|---|---|
| CIF |
Client relationship officer Synapsys: Relationship manager field My Clients Profitability model |
| DD/SAV |
Account-level officer NSF/OD reporting Synergy: Reports Synapsys: Shown in client Accounts tab |
| ACCOUNT ANALYSIS | Account level officer code prints the officer name on AA statements |
| TIME |
Account level officer Synapsys: Shown in client Accounts tab |
| LOANS |
Account level primary and/or secondary officers Loan portfolio reporting Baker Hill: Credit administration Laser Pro: Loan document production Synergy: Reports Synapsys: Show in client Accounts tab |