This procedure is to provide direction with how to process a request for a skip a pay (SAP) on their NorthPark loan.

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1 Purpose This procedure is to provide direction with how to process a request for a skip a pay (SAP) on their NorthPark loan. Skip a Pay Qualifications Loan must be less than 30 days past due Loan must be open 6 months before first SAP Limit of 4 SAP over life of loan Qualifying loan types: personal loan, secured loan, secured other loan Credit Cards, Line of Credits, and Mortgage products do not qualify SAP fee is $25 Procedure If a member calls to inquire about SAP, encourage them to apply through NorthPark s online banking or mobile app (a great time to cross sell if they don t have it!) If a member inquires about SAP in person follow the steps below: Go to Phone Operator and choose the loan they wish to skip and click on the Skip Pay link. If the member does not qualify for SAP, you ll see this message: Page 1

2 Choose the where to take the $25 SAP fee. Click Post to post the $25 transfer fee. If the $25 is not available you can access the Transfer Screen (F9) here. Just remember to press Enter before using Post (F5) to post the transaction. (If you use Post/Return (F6) you will remain on this screen to make another transfer. Record of SAP Payment Once the skip payment is processed, you will see a record in the transaction history. Page 2

3 IMPORTANT If a member s loan is paid by ACH/AFT it must be adjusted. A warning will appear on the this screen if an ACH distribution, Automated Funds Transfer (AFT) payment or payroll payment is configured to pay this loan payment. In the area at the bottom of the screen, the employee can read staff instructions that are configured in the program configuration. Page 3

4 Online Banking SAP If a member s loan potentially qualifies for a skip pay program (loan category is eligible), the member will see next to the loan on the Account Summary screen in It s Me 247. This member has a loa n that may qualify for a skip pay program. Eligibility is checked when the member select to skip the payment. If they hover over the, they will see the following window that says, This loan may qualify for our Skip A Pay Program. When the member hovers over the SP they are shown a More Info button that takes them to the loan detail where they can learn more about the skip pay program Page 4

5 The member instructions you defined in your skip- pay configuration appear at the top of the instructions It also includes the cost of the skip pay. In this case, we configured the skip- pay configuration to charge a fee of $ The total amount due appears here. The next loan payment due date appears here. This member has an AFT scheduled to pay toward this loan and they are warned that this will still process unl ess they take action. They are encouraged to contact the credit union for assistance. The member must agree to the terms on this page in order to skip this payment. The member then clicks the Submit button. A confirmation screen appears. This member has an ACH/AFT scheduled to pay toward the loan, so again they are encouraged to contact the credit union for assistance with cancelling this payment for the skipped month. IT IS THE MEMBER S RESPONSIBILITY TO CALL NORTHPARK THE MONTH S PAYMENT. Page 5

6 When complete the member will see this confirmation page. Page 6

7 If a member does not qualify for SAP they will see this window: If the member clicks Loan Department link, they are advanced to the Contact Request page where they can request to have the loan department contact them via or phone. Page 7

8 Mobile App SAP Members can also skip payments on their phones or other mobile devices in Mobile Web Banking, which is the banking interface used by the FREE CU*Answers Mobile App. First the member selects to view their loan accounts. Then similar to It s Me 247, the member will the symbol SP in the summary listing indicating this is a loan that qualifies for a skip. From the detail they will see a Skip A Pay button to click to view the details of the skip pay program including fees they will be charged. Once the member clicks the Submit button, they will be notified that their skip has been processed and their loan payment due date has been advanced. Page 8

9 How to View the # of SAP Choose the loan you wish to inquire about and click the Inquiry link. Remember, there is no limit on the # of SAP per year but there is a limit of 4 SAP over the life of the loan. Page 9

10 SAP Dashboard Tool #817 is a dashboard to view the number of SAP over a range of time. It will also show you fees paid, interest paid and loan $ of loans skipped. SAP History Report Tool #818 Page 10

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