First United Bank has chosen the services of Global 360, a Texas-based provider of process and document management solutions, to improve loan processing systems and customer service.
The Oklahoma-based bank, with the help of Global 360’s process and case management solution, will be able to handle its growing number of commercial and consumer loan applications and serve its growing customer base.
The bank recognized business process management (BPM) as a way to enable staff to collaborate, access and modify loan information, as well as track the loan production process to determine the true cost of loan production. With the BPM implementation, First United Bank will be able to accurately report and change processes as needed to increase efficiency and value for each loan produced.
Bryan Wandel, director of IT at First United Bank, said: “Global 360’s case management platform will lead us to substantial business improvements and ultimately better service, as we continue to grow and help our customers achieve their financial goals. We anticipate a major improvement in efficiency.”
David Mitchell, president and CEO of Global 360, said: “A process and document management system gives the bank a platform to be transformative in a way that will both help bank staff perform their jobs more efficiently and make it easier to service customers while providing a system that can adapt to changing conditions.”