Job Aid

Paring Products solutions with information captured in Discovery Tool

Auto Loan Member needs additional cash or a restructure of payment on existing mortgage

Auto Loan Member is concerned about how to pay for kids college expenses

Personal Loan Member has higher rate on an existing Auto Loan

Personal Loan Member has short-term cash flow need

Personal Loan Member needs to finance an expense that can't be used as collateral

Credit Card Member has equity in home and wants to consolidate longer-term debt at a low cost

Credit Card Fixed, Longer Term Need

Credit Card Member needs to build credit

Home Equity Member is interest in rewards

Home Equity Member intends to buy a new or used car

Mortgage Member has higher rate on an existing mortgage

Mortgage Member has high interest loans or needs to lower their monthly payment(s)

Mortgage Member is purchasing a new home

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