member resource library – catalog order form · member resource library – catalog order form...
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Member Resource Library – Catalog Order Form For Members Only
CU Business Group offers templates, checklists, and other helpful tools in a convenient on-demand format exclusively to credit unions in our membership program.
You may order any of the items in the catalog by checking the box next to the file name and completing the form below. Submit your order to [email protected]. Files will be delivered via email within 48 hours in Word, Excel, or Adobe format.
Your credit union's relationship level with CU Business Group will determine which documents are available to you. If you have questions, feel free to call CUBG at 503.232.2876 or email [email protected].
Order Information
Name
Credit Union
City, State
Office Phone
Business Lending (Full & Loan Members)
CRE Definitions
Living Expense Matrix
Loan Amortization Calculator
Financial Ratio Definitions
Checklists
Non-Profit Loan
Non-Real Estate and Term Loan
Quality Control for MBL Programs
SBA Loan Application
Site Visit – Business Operations
Site Visit CRE
Site Visit – Environmental
Appraiser Due Diligence
Business Loan Committee
CRE Consruction Loan
CRE Loan
Exam Preparation
Faith Based Loan
Line of Credit
Cash Value of Life Insurance as Collateral
Page 1 Revised 2/23/18
Business Lending (Full & Loan Members)
Procedures
Annual Review
Business Credit Cards
Business Lines of Credit
Calculating Debt Service Coverage Ratio
Construction Loans
CRE Collateral Evaluation Content
CRE Loans - Detailed
CRE Loans - Simple Using CUBG
Equipment and Term Loans
Living Expense Calculations
MBL Reports
Other Real Estate Owned (OREO)
Term Loans
Samples
Business Credit Card Applications
Business Loan Closing
Business Member Reference Letter
Closing Costs
Concentration Report
Concentrations by Property Type
Covenant Non-Compliance Waiver
Default Letter
Demand Letter Non-Renewal
Demand Letter
Financial Statements for Loans less than $50k
Letter of Interest CRE Loan
Other Real Estate Owned Policy/Procedures
Request for Forbearance
Templates
CUBG Business Loan Policy
Annual Review
Appraisal Bid Sheet
Appraisal Review
Appraisal Engagement Letter
Assignment of Leases and Rents
Borrowing Base Calculation Business
Business Debt Schedule
Business Loan Discussion Draft
Business Loan Application
Construction Cost Breakdown Report
Construction Draw Worksheet
Contingent Liabilities Schedule
Covenant Violation Letter
Credit Presentation
Environmental Risk Questionnaire
Farm and Ag Loan Policy
Loan Impairment Analysis
Personal Financial Statement
Property Evaluation
Property Evaluation Review
Proposal for Phase I Environmental
Real Estate Lease Summary
Real Estate Schedule
Request for Annual Financial Info
Taxi Medallion Policy - East Coast
Term Sheet – Streamlined
Total Direct and Related Debt
Variable Rate Payment Change Letter
Ground Lease Financing
Page 2 Revised 2/23/18
Business Deposits (Full & Deposit Members)
Target Business Types
Checklists
Account Analysis Considerations
BSA High Risk Businesses
Samples
Electronic Payment Authorization Form
Night Deposit Agreement
Night Drop Agreement
Account Analysis Statement
Business Account Interview Worksheet
Business Eligibility Requirement Matrix
Certification of Beneficial Owner
Corporate Resolution – Deposit Account
Required Business Documentation
Templates
Business Entities Matrix
Deposit Account Procedures
Proposal Template
Deposit Account Opening
Member Switch List
Deposit Account Policy
Side by Side Comparison
Teller Deposit Procedures
Policies
CUBG CRE Participation Policy Lead Lender Responsibilities
Participations (Full & Participation Members)
CRE Participation Loan
Lead Lender Due Diligence
Participation File Documentation
Checklists
Community Property States
Considerations for Bus. Overdraft Policies
Page 3 Revised 2/23/18
Program Administration (All Memberships)
Credit Union Job Descriptions
Credit Administrator
Credit Analyst
Loan Servicer
VP Business Services
Business Department Administrator
Business Loan Officer
Business Sales Officer w/ compensation
Business Services Manager
Business Services Officer
Cash Management Officer
Employee Interview Questions
Samples
Cash Management Incentive Plan
Chart of Account – Business Loans
Interview Questions
Marketing Copy
Marketing Scripts & Objections
Record Retention Guidelines
Sales Letters & Proposals
Resources
Starting Your Business Services ProgramPlanning for Business Services
5300 Call Report
Appraisal & IOLTA
Customer Due Diligence Reqs for CUs
Technical Bulletins
Personal Guarantees
Waivers, Govt Lending, and LTV or Cost
Page 4 Revised 2/23/18