Counterparty Oversight - Initial and Ongoing Relationship Management
Recommended for users that are part of the application management and decisioning process, as well as those managing ongoing client relationships.
Lesson 1: How to use this course
Lesson 2: What to Expect
Lesson 1: Approving or Declining an Application
Lesson 2: Knowledge Check
Lesson 1: Alternative ways to Approve a Client
Lesson 2: Knowledge Check
Lesson 1: Clients Board and Managing Relationship Details
Lesson 2: Knowledge Check