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Template Table (Buttons)

ACH External Transfer Increase

Account:

Name:

Amount of increase:

Reason for increase:

How was the member verified:

Hi Team!

RE:

Please send a DocuSign to the following member:

Member Name:

Attached Document: ACHUNAUTH

Contact Information:

Thank you for your assistance with this request!

Address Override

Account:

Name:

How was the member verified:

Reason override is needed:

Check Hold Review

Account Number:

Date of check deposit:

Amount of check deposit:

Amount of check hold:

Reason for requested release:

Amount they are requesting released:

Check Image:

Collections Override

Name:

Account:

Reason for override:

(what is the member needing?)

Debit Limit Increase🔼

Account:

Last four of card number:

Amount of increase:

How was member verified:

Side (ATM, POS, Credit Auth):

Reason for increase:

Digital Wallet Activation

Account Number:

Card Number:

How was member verified:

Device Name:

Serial Number:

Mobile Deposit Increase 🔼

Account Number:

Name:

How was the member verified:

Amount of Deposit:

Reason for increase:

Hi Team!

⁠

RE:

Please send a DocuSign to the following member:

Member Name:

Attached Document: STOPPAY

Contact Information:

Thank you for your assistance with this request!

Zelle Entitlement Change

Account:

How was the member verified:

Name (first and last):

Old Account:

New Account:

Token (phone number or email address):

Zelle LIMIT INCREASE Request🔼

Error Code:724

Account:

Token:

How was the member verified:

Name (first and last):

Amount already used in Zelle:

Amount sending:

Receiving Party:

Relationship:

Understood the risk involved?

How long have they lived at unit:

Zelle Exemption Request

Error Code:

Account:

How was the member verified:

(what four questions did they answer or was it OTP)

Name (first and last):

Amount:

Receiving Party:

Relationship:

Mbr has been educated and understood the risk involved.

Zelle Token Deletion ❌

Account Number:

Name:

How was the member verified:

(what four questions did they answer or was it OTP)

Old Token:

Remove Failed ID

Account Number:

How was member verified:

Does member remember failed ID:

Member Escalation:

Member name:

Member number:

Reason for Escalation:

How did you try to resolve the situation:

What resolution, if any, is the member requesting:

Is member expecting a callback, was 1-2 business days provided as callback ETA:

Best Contact number:

Hi Team!

RE:

Please see Balance Transfer Request below:

Balance Transfer Promo (Yes/No): Copy & Paste Payee Billing Address (Where is it being sent): Member Number (Including Loan ID):

Member Advised of 3% Fee: Member has been advised of 2-week processing time and that check will be mailed physically.

Thank you for your help!

Card IQ Update: (If phone number or address update needed)

Account Number:

Name:

Last Four of card number:

Phone Number:

How was the member verified:

If you get any more calls with members stating they can no longer connect to their 3rd party applications like Plaid, Earnin, etc to Mission Fed please provide the following information: (Report to Kodey Carvalho by typing @Kodey Carvalho)

Third Party Connection Error:

Member Number:

Third Party Name:

Last time connected successfully (Date & Time):

Errors Exact Wording:

Collections Override:

Account:

Name:

Reason for override:

Address Override:

Account:

Name:

How was the member verified:

(what four questions did they answer or was it OTP)

Reason for override:

@Kodey Please unblock user:

Username: Login Status: Verification Method: OTP or Out-of-Wallet:

There are no rows in this table

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Branches

Branches

Branch

Branch #

Transfer Skill

Address

Linda Vista

BLV

5375 Napa St #101

San Diego, CA 92110

Vista

BVI

985 Civic Center Drive

Suite 106 Vista, CA 92083

Telegraph Canyon / Chula Vista

BTC

599 Telegraph Canyon Road Chula Vista, CA 91910

El Cajon

BEC

270 Fletcher Parkway El Cajon, CA 92020

Chula Vista / Broadway

BCV

1170 Broadway, Suite 110 Chula Vista, CA 91911

Encinitas

BEN

294 N El Camino Real Encinitas, CA 92024

Escondido / East Valley Parkway

BES

1500 E Valley Parkway Escondido, CA 92027

Carlsbad

BCB

710 Carlsbad Village Drive Carlsbad, CA 92008

La Mesa

BLM

5500 Grossmont Center Dr Suite 113

La Mesa, CA 91942

San Marcos

BSM

117 S Las Posas Road

San Marcos, CA 92078

Poway

BPO

13465 Poway Road

San Diego, CA 92064

Imperial Beach / South Bay

BIB

675 Saturn Blvd Suite A

San Diego, CA 92154

Terra Nova / Chula Vista

BTN

354 East H Street Chula Vista, CA 91910

Santee

BSN

245 Town Center Parkway Santee, CA 92071

Mission Valley

BMV

2020 Camino Del Rio N

Suite 100 San Diego, CA 92108

Del Mar Highlands

BDM

3435 Del Mar Heights Road Suite D4 San Diego, CA 92130

Clairemont

BCT

4250 Clairemont Mesa Blvd, Suite B San Diego, CA 92117

Mira Mesa / East

BME

10768 Westview Parkway San Diego, CA 92126

Scripps Ranch

BSR

10393A Spring Canyon Road San Diego, CA 92131

Solana Beach

BSB

953 Lomas Santa Fe Drive Solana Beach, CA 92075

Rancho San Diego

BRS

3815 Avocado Blvd La Mesa, CA 91941

Mission Hills

BMH

269 W Washington Street San Diego, CA 92103

Oceanside

BOS

47 Douglas Drive,

Suite 100 Oceanside, CA 92058

Mira Mesa / West

BMW

8198 Mira Mesa Blvd San Diego, CA 92126

College Grove

BCG

3470 College Avenue San Diego, CA 92115

Carmel Mountain Ranch

BCM

11650 Carmel Mountain Road San Diego, CA 92128

Escondido / Auto Parkway

BEA

1270 Auto Park Way,

Suite C Escondido, CA 92029

San Carlos

BSC

6950 Navajo Road San Diego, CA 92119

Rancho Bernardo

BRB

11868 Rancho Bernardo Road San Diego, CA 92128

Eastlake / Chula Vista

BEL

884 Eastlake Parkway

Suite 1619 Chula Vista, CA 91914

National City

BNC

1302 E Plaza Blvd National City, CA 91950

Bressi Branch / Carlsbad

BBR

2662 Gateway Road,

Suite 160 Carlsbad, CA 92009

Oceanside / Highway 78

BOH

2267 S. El Camino Real Suite A Oceanside 92054

Horizon Center

HPX

10325 Meanley Dr

San Diego, CA 92131

There are no rows in this table

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