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Bank Account Managers - Ma

Employee ID Name Branch Specialty


49103 Quintin, Mark Avon IRA/SEP
18481 Dey, Julia Avon IRA/SEP
18481 Dey, Julia Avon Loans
35724 Watson, Latisha Avon CD/Money Market
35724 Watson, Latisha Avon Checking/Savings
34560 Collins, Roy Avon Loans
34560 Collins, Roy Avon CD/Money Market
Avon Total
17208 Nunez, Javier Brownsburg IRA/SEP
17208 Nunez, Javier Brownsburg Loans
68835 Carey, Bruce Brownsburg CD/Money Market
68835 Carey, Bruce Brownsburg Checking/Savings
Brownsburg Total
42687 Hefner, Reggie Plainfield Checking/Savings
42687 Hefner, Reggie Plainfield Loans
22983 Hall, John Plainfield Loans
22983 Hall, John Plainfield CD/Money Market
Plainfield Total
Grand Total
Total

Criteria Table A

Employee ID Name Branch Specialty

Avon

Extract Table A

Employee ID Name Branch Specialty

18481 Dey, Julia Avon Loans


34560 Collins, Roy Avon CD/Money Market

Criteria Table B
Employee ID Name Branch Specialty

Loans
Avon IRA/SEP

Extract Table B

Employee ID Name Branch Specialty

17208 Nunez, Javier Brownsburg Loans


49103 Quintin, Mark Avon IRA/SEP
18481 Dey, Julia Avon IRA/SEP
18481 Dey, Julia Avon Loans

Average Supervisor Review


Avon 8.87 Branch Branch
Brownsburg 8.63 Avon Brownsburg
Plainfield 6.38

Managers with Ratings


Poor Ratings
1 Poor

Total
Checking/Savin Specialty
gs
₱ 1,721,540.00 Checking/Savings

Count of Loan Specialty


Officers
5 Loans

Locator
Employee ID Branch
17208 Brownsburg
Bank Account Managers - May 2021
Account Values Supervisor Review Ratings Loan Commission
₱ 750,000.00 9 Very Good ₱ -
₱ 850,000.00 10 Very Good ₱ -
₱ 1,745,130.00 10 Excellent ₱ 8,163.51
₱ 721,340.00 8.5 Excellent ₱ -
₱ 515,896.00 8 Good ₱ -
₱ 800,897.00 8 Poor ₱ 1,417.50
₱ 2,098,022.00 8.6 Good ₱ -
₱ 7,481,285.00 ₱ 9,581.01
₱ 575,140.00 8 Excellent ₱ 4,362.83
₱ 3,265,405.00 9.5 Very Good ₱ -
₱ 2,056,123.00 10 Very Good ₱ -
₱ 468,750.00 7 Very Good ₱ 2,002.24
₱ 6,365,418.00 ₱ 6,365.07
₱ 736,894.00 8.5 Very Good ₱ -
₱ 760,753.00 7 Excellent ₱ -
₱ 567,000.00 3 Very Good ₱ -
₱ 3,005,890.00 7 Good ₱ 1,901.88
₱ 5,070,537.00 ₱ 1,901.88
₱ 18,917,240.00 ₱ 17,847.96
₱ 18,917,240.00 8.14 ₱ 17,847.96

Account Values Supervisor Review Ratings Loan Commission

>1000000

Account Values Supervisor Review Ratings Loan Commission

₱ 1,745,130.00 10 Excellent ₱ 4,362.83


₱ 2,098,022.00 8.6 Very Good ₱ -
Account Values Supervisor Review Ratings Loan Commission

>1000000

Account Values Supervisor Review Ratings Loan Commission

₱ 3,265,405.00 9.5 Excellent ₱ 8,163.51


₱ 750,000.00 9 Very Good ₱ -
₱ 850,000.00 10 Excellent ₱ -
₱ 1,745,130.00 10 Excellent ₱ 4,362.83

Branch
Plainfield
Rating Table
New Money
Commission Review Rating
₱ 4,196.04 0 Poor
₱ 1,150.28 4 Fair
₱ - 6 Good
₱ 4,112.25 8 Very Good
₱ 937.50 9.5 Excellent
₱ -
₱ 6,011.78
₱ 16,407.85
₱ -
₱ 1,442.68
₱ 1,031.79
₱ -
₱ 2,474.47
₱ 1,500.00
₱ 1,700.00
₱ 1,473.79
₱ -
₱ 4,673.79
₱ 23,556.11
₱ 23,556.11

New Money
Commission

New Money
Commission
₱ -
₱ 4,196.04
New Money
Commission

New Money
Commission
₱ -
₱ 1,500.00
₱ 1,700.00
₱ -
Bank Account Managers - May 2021
Employee ID Name Branch Specialty Account Values
49103 Quintin, Mark Avon IRA/SEP $ 750,000.00
18481 Dey, Julia Avon IRA/SEP $ 850,000.00
18481 Dey, Julia Avon Loans $ 1,745,130.00
35724 Watson, LatishaAvon CD/Money Market $ 721,340.00
35724 Watson, LatishaAvon Checking/Savings $ 515,896.00
34560 Collins, Roy Avon Loans $ 800,897.00
34560 Collins, Roy Avon CD/Money Market $ 2,098,022.00
17208 Nunez, Javier Brownsburg IRA/SEP $ 575,140.00
17208 Nunez, Javier Brownsburg Loans $ 3,265,405.00
68835 Carey, Bruce Brownsburg CD/Money Market $ 2,056,123.00
68835 Carey, Bruce Brownsburg Checking/Savings $ 468,750.00
42687 Hefner, Reggie Plainfield Checking/Savings $ 736,894.00
42687 Hefner, Reggie Plainfield Loans $ 760,753.00
22983 Hall, John Plainfield Loans $ 567,000.00
22983 Hall, John Plainfield CD/Money Market $ 3,005,890.00
Total $ 18,917,240.00

CRITERIA TABLE A

Employee ID Name Branch Specialty Account Values


AVON >1000000

EXTRACT TABLE A

Employee ID Name Branch Specialty Account Values


18481 Dey, Julia Avon Loans $ 1,745,130.00
34560 Collins, Roy Avon CD/Money Market $ 2,098,022.00

CRITERIA TABLE B

Employee ID Name Branch Specialty Account Values


LOANS >1000000
AVON IRA/SEP

EXTRACT TABLE B

Employee ID Name Branch Specialty Account Values


49103 Quintin, Mark Avon IRA/SEP $ 750,000.00
18481 Dey, Julia Avon IRA/SEP $ 850,000.00
18481 Dey, Julia Avon Loans $ 1,745,130.00
17208 Nunez, Javier Brownsburg Loans $ 3,265,405.00

AVG AVON REVIEW BRANCH BRANCH


AVG BROWNSBURG REVIEW AVON BROWNSBURG
AVG PLAINSFIELD REVIEW
LOAN NEW MONEY Rating Table
Supervisor Review RATING COMMISSION COMMISSION Review Rating
9 Very Good $ - $ 1,500.00 0 Poor
10 Excellent $ - $ 1,700.00 4 Fair
10 Excellent $ 4,362.83 $ - 6 Good
8.5 Very Good $ - $ 1,442.68 8 Very Good
8 Very Good $ - $ 1,031.79 9.5 Excellent
8 Very Good $ 2,002.24 $ -
8.6 Very Good $ - $ 4,196.04
8 Very Good $ - $ 1,150.28
9.5 Excellent $ 8,163.51 $ -
10 Excellent $ - $ 4,112.25
7 Good $ - $ 937.50
8.5 Very Good $ - $ 1,473.79
7 Good $ 1,901.88 $ -
3 Poor $ 1,417.50 $ -
7 Good $ - $ 6,011.78
8.14 $ 17,847.96 $ 23,556.11

LOAN NEW MONEY


Supervisor Review RATING COMMISSION COMMISSION

LOAN NEW MONEY


Supervisor Review RATING COMMISSION COMMISSION
10 Excellent $ 4,362.83 $ -
8.6 Very Good $ - $ 4,196.04

LOAN NEW MONEY


Supervisor Review RATING COMMISSION COMMISSION

LOAN NEW MONEY


Supervisor Review RATING COMMISSION COMMISSION
9 Very Good $ - $ 1,500.00
10 Excellent $ - $ 1,700.00
10 Excellent $ 4,362.83 $ -
9.5 Excellent $ 8,163.51 $ -

BRANCH
PLAI

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