NCUA 5300 Call Report demo
Each 5300 field drafted from the ledger and checked against the portal's edits before upload 1:33
What the demo shows
Credit union finance teams prepare and check the 5300 Call Report for CFO sign-off
Seven agents draft every 5300 schedule from the ledger, the core and the investment system, reproduce the portal's checks before upload, trace delinquency to its cause and write the CFO a one-page memo of the decisions still needed.
Transcript
- NCUA 5300 Call Report prepares and checks the 5300 for credit union CFOs.
- It is due thirty days after quarter-end, and late filers can be fined.
- The agents open with a one-page memo: ready to sign, except two holds.
- Every number is a citation, down to the ledger.
- Hold one: indirect auto delinquency rose to 1.42 percent.
- The Delinquency agent traces it to 312 loans from one dealer group.
- It cites the core report and dealer agreement; the Accounting Manager accepts its explanation.
- Hold two, a top-side adjustment, needs a reviewer who did not prepare it.
- Now the memo reads: ready to sign, and Renee sends it to the CFO.
- The CFO approves, the CEO certifies in the NCUA portal, and every step is on the record.
- The result: every figure traced, and the 5300 ready for the CFO in three days.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.