Gathering 5300 Collection Numbers

This document is intended to give the credit union management team a complete road map to understanding fee opportunities and what they might be missing. This road map will take the user from the very beginning point all the way through to the end of the process and the evaluation. This design will contain all the steps necessary to create the reports, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the results.

Additional information

Every credit union regardless of size is required to file a 5300 report quarterly. There is now increased pressure, scrutiny and potentially costly fines from the NCUA to ensure timely and accurate filings. Collections are of course a part of this report. Some people may view this as another regulatory burden, frustration or time consuming. We have tools built right into CU*BASE that can help! In this volume we will show you and easy canned report to help with that part of the process. We will show you how to easily run the report and use the information for your 5300 module in CU*BASE.

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