To request an officer code change for these accounts or relationships, do the following:

1. Create the following Synapsys service event requesting the officer code change on the loan: Deposit Services > DS Officer Code Change.
2. Obtain approvals as follows: 
   • If the removed associate is no longer with the bank, and the new officer is in the same division as the former associate, obtain approval from the division head. 
   • If the removed associate is no longer with the bank, and the new officer is not in the same division as the former associate, obtain approvals from both division heads. 
   • Otherwise, obtain the approval of the associate removed from the loan and the added associate.
3. Include these approvals in the service event.
4. Submit the service event.

To request an officer code change for these accounts, do the following:

1. Create an e-mail with the list of new officer code assignments. 
2. Address this e-mail to Susan Hill. 
3. Obtain approvals as follows:
   • If accounts are transferring between markets and/or divisions, obtain approvals from both division heads.
   • Otherwise obtain division head approval.
4. Include the approvals in the e-mail.
5. Send the e-mail. 
6. When the maintenance is completed, the new officer code appears in the primary officer field, and the prior officer code appears in the sales associate field.

To request an officer code change for one or more portfolios of loans, do the following:

1. The division head approves the portfolio change by notifying Credit Administration of the officer designation.
2. If the re-assigned accounts are transferring to a different market or division, obtain the approval of both division heads. 
3. If all accounts are changing to 1 officer code, Credit Administration requests a mass maintenance through Client Software Support. The fee for this service is billed to the department requesting the change. 
4. If the portfolio is being divided among more than one officer code, the request is processed as a Multiple Account change request.
5. When the maintenance is complete, the new officer code appears in the primary officer code field and the prior officer code appears in the sales associate field.

• Credit Administration generates a report approximately 30 days after an associate has left the bank. 
• If his/her accounts have not been transferred to an existing associate, Credit Administration contacts the division head to identify who should be identified as the primary officer.