Corporate
Knowledge

Case Study: Farwest Savings and Loan

Branch Operations

  • Assistance in the training, testing, and implementation of the fully integrated Systematics System.
  • Development of training materials to train Trainers, Tellers, New Accounts Personnel, Assistant Branch Managers, and upper Management.

Development and production of a Library of Documentation for this department. The following manuals were produced:

  • Policies and Procedures Manual
  • Forms Manual
  • Reports Manual
  • Tasks Manual
  • Configuration Manual
  • Computer Manual
  • Quick Reference Guide

The project included development of support manuals of Corporate Standards and Maintenance of the Documentation System.


Transaction Services

Development and production of a Library of Documentation for this department. The following manuals were produced:

  • Policies and Procedures Manual
  • Forms Manual
  • Task Manual

Some of the areas covered in the manuals were: ATM, EFT/ACH, Inclearings, Department Auditing, G/L Reconciliation, and Federal /State Regulations.


Accounting

  • Development of Reports Manual and Reporting Requirements and Procedures.
  • Developed manuals documenting the preparation of monthly and quarterly reports for the OTS and Department of Savings and Loan.

Major Loans

Policies and Procedures
  • Documented policies and procedures for the Major Loan area.
  • Contributed to instructions for the development of a Database Manual, a Forms Manual, and a Reports Manual.
  • Documented procedures for reporting to Fannie Mae and other investors.
  • Assisted with implementation and testing prior to cutover to Systematics System.

Documentation Department

Documentation Procedures:
  • Prepared training program and materials to familiarize documentation personnel with maintaining documentation.
  • Trained documentation personnel with hands-on training to assure quality and integrity of Electronic Library administration.

Training Materials:
  • Branch Operations
  • Major Loan Operations
  • Implementation
  • Branch Support
  • Lending Operations
  • Corporate Holdings
  • Accounting/Finance