1 / 19

Staff Meeting

Staff Meeting. June 20, 2018 8:00-10:00 a.m. Agenda. 8:00-8:15 - Welcome and Review Agenda 8:15-10:00 Judson University – Kris Van Horn KCT Financial – Erin Brown-Carter May Sales Update – Mike Lee May Financial Highlights – Jeremy Shipley Six Flags Reminder. Agenda.

saad
Download Presentation

Staff Meeting

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Staff Meeting June 20, 2018 8:00-10:00 a.m.

  2. Agenda 8:00-8:15 - Welcome and Review Agenda 8:15-10:00 • Judson University – Kris Van Horn • KCT Financial – Erin Brown-Carter • May Sales Update – Mike Lee • May Financial Highlights – Jeremy Shipley • Six Flags Reminder

  3. Agenda • Gail Borden Grand Opening • Welcome/Congratulations • Q and A/Department Updates

  4. Judson University Partnerships and Programs

  5. KCT Financial “How are you?”

  6. Sales Results May Sales • 188 Checking Accounts • 114 Credit Cards • 328 Loans • 13 Home Equity • 2 Mortgages • 2 Horace Mann

  7. Sales Results May Referrals • 45 Checking Accounts • 13 Credit Cards • 38 Loans • 2 Mortgages • 2 Student Loans

  8. Sales Update As of May 2018 & 2017 Credit Cards 513 – 2018 YTD New Credit Cards 404 – 2017 YTD Credit Cards 1,231 – New Credit Card 2018 Projected 999 – New Credit Cards 2017 Actual

  9. Sales Update As of May 2018 & 2017 Consumer Loans 1,474 – 2018 YTD New Consumer Loans 1,221 – 2017 YTD New Consumer Loans 3,538 – New Consumer Loans 2018 Projected 2,920 - New Consumer Loans 2017 Actual Consumer Loan data does not include Real Estate Loans

  10. Sales Update As of May 2018 & 2017 Share Drafts/Checking 1,112 – 2018 YTD Checking 744 – 2017 YTD Checking 2,669 – New Checking 2018 Projected 1,949 – New Checking 2017 Actual

  11. Sales Update Real Estate Loans YTD YTD May May 20172018 Home Equity 46 66 Mortgages 22 21

  12. Sales Update YTD May 2018, 2017, 2016 GAPMRCTotal Applications 2018 263 14 277 2017 187 14 199 2016 216 10 226 2018 Budget 194 15 209 Participation - YTD through May 2018

  13. May Financial Highlights

  14. May Financial Highlights

  15. Six Flags Reminder • Sunday, June 24th • Park Hours: 10:30 AM to 9:00 PM • Lunch at Picnic Grove 1:30 PM • Cost of any extra tickets and parking - deducted from your payroll or taken directly out of your account today depending on what you elected. • Julisa will be distributing T-shirts this Thursday when she is back in the office. Any questions please contact HR

  16. Welcome • Richard Aldana – Aurora Teller • Alicia Morris – Geneva Teller

  17. Congratulations! Lucinda Kline 16 Years George Milano 13 Years Matt Wolf 2 Years Katherine Najera 2 Years

  18. Q & A / Department Updates

More Related