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  1. Surveys
  2. 2016
  3. May
  4. D
  5. DRAFT - Loan approval process experience (SF versi
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Exit Survey
 
 
We'd like to better understand your experience of the credit approval process.  Thank you for taking 3 minutes to complete this survey about the most recent loan for which you sought approval.
 
 
 
Please identify the most recent loan for which you sought approval.
 
 
 
* Loan name
   
* Lead ELC member for the deal
   
 
 
 
* How efficient was the overall credit process, in terms of the requests that were made of you/your client for any additional information needed for the review?
 
Very efficient
 
Somewhat efficient
 
Somewhat inefficient
 
Very inefficient
 
 
How much did you feel the analyst asked the right questions up front to understand the client, and the deal? (10 point scale)
Appropriate engagement/questions
-
 
 
 
* How easy was it to get the status as needed on the approval of your loan?
 
Very easy
 
Somewhat easy
 
Challenging
 
Practically impossible
 
 
 
* Do you feel the degree of creativity necessary was exercised in considering methods to make your deal work?
Yes
No
 
 
 
* Was your client satisifed with the credit approval process?
Extremely Unsatisfied
Unsatisfied
Neutral
Satisfied
Extremely Satisfied
 
 
 
* How long have you worked at FRB?
 
< 1 year
 
1-3 years
 
3-5 years
 
> 5 years
 
 
 
What could be improved about the loan approval process?