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