Most Popular Operations Content
Trust Document Management Challenges
05/15/2022
What are some common challenges of trust document management?
Paper-Only Approach to Trust Document Management
05/15/2022
What are potential downsides to a paper-only approach to trust document management?
Avoiding a loss when a check is deposited twice
05/15/2022
Our teller accepted a check for deposit that had been mobile deposited by our customer at another bank a week earlier. The check was returned to us unpaid due to duplicate payment. Our customer’s account is closed. If we can’t collect from our customer, will we have to charge off the amount of the check?
Document vs. Task Exceptions
05/08/2022
What is the difference between a document exception and a task exception?
Sending a Consumer to a Merchant for a Claim
05/08/2022
What if the customer's transactions were done at a local merchant? Should we suggest they contact the merchant first?