New Loans by Officer

When data is processed for the current month, the application determines up to five officers that have the highest aggregated profit from the new loan instruments assigned to them.

Note: New loans are defined as loan instruments with an open date in the last successfully processed month (typically the current month), which did not exist in the previous month.

Select from the following options to view corresponding loan information for up to five officers:

# of Accounts: The number of new loans assigned to that officer.
Balance: The total balance of the new accounts.
Profit: The total profit amount attributed to the new loans.

Selecting an officer's row opens the New Loans by Officer page that shows the new loans opened by that officer.