Instructions

Hello! Think back to the work you've performed in your current position over the last few months.

Please estimate the percentage of your total work time for that period which would fall into the categories displayed in the boxes below. Your responses in each section should total to 100.

If any specific box is not applicable to your job, you may either put a zero in the box or leave it blank.

You can use the Tab key and Shift-Tab keys to move forwards and backwards through the fields.

If you have any questions about the survey, call Kelly Smith at 973-299-0300 Ext. 110. Thanks!

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Identification

First Name:
Last Name:
Title:
Location:

Lines of Business

Estimate the percentage of your work time you spend in each of the following lines of business.

Your responses in this section should total to 100.

Line of Business	Value
Total:

Loan Activities

Please consider the estimate for this category ("Loans" from Line of Business) to be 100% and then divide into estimates applicable to Origination and Maintenance below.

LOAN ORIGINATION: This includes time spent originating "successful" loans and commitments, as well as "unsuccessful" (decline) situations. For example, please consider ANY of the following tasks (and similar ones) to be loan origination:

Referrals
Interviews
Analysis
Write-up
Field visits (includes travel time)
Making the approval decision
Documentation

LOAN MAINTENANCE: This includes time spent on any tasks relating to EXISTING loans. For example, please consider ANY of the following tasks (and similar ones) to be loan maintenance:

Credit analysis tasks
Customer discussions
Payment questions
Payoffs requests
Address changes, etc.
Line of Credit Renewals
Analysis of Renewals
Field Visits to Existing Customers
Respond to Existing Customer Inquiries
Analyze Financial Statements of Existing Customers

Your responses in this section should total to 100.

Activity	Value
Total:

Loan Product Origination

Of the time you spend on loan origination (working on NEW accounts), please break your time down into percentages devoted to individual product categories. If any specific box is not applicable to your job, you may either put a zero in the box or leave it blank.

Please consider the above estimate for Loan Origination to be 100% and then divide into Loan Product Origination detail estimates below.

Your responses in this section should total to 100.

Product	Value
Total:

Loan Product Maintenance

Of the time you spend on loan maintenance (working on EXISTING accounts), please break your time down into percentages devoted to individual product categories. If any specific box is not applicable to your job, you may either put a zero in the box or leave it blank.

Please consider the above estimate for Loan Maintenance to be 100% and then divide into Loan Product Maintenance detail estimates below.

Your responses in this section should total to 100.

Product	Value
Total:

Deposit Activities

Please consider the estimate for this category ("Deposits" from from Line of Business) to be 100% and then divide into estimates applicable to Origination and Maintenance below.

DEPOSIT ORIGINATION: This includes time spent on any tasks relating to the opening of NEW deposit accounts.

DEPOSIT MAINTENANCE: This includes time spent on any tasks relating to EXISTING deposits. Some examples include:

Customer assistance (phone or on-site)
CD renewals
Closing accounts
Return item notifications
Address changes

Your responses in this section should total to 100.

Activity	Value
Total:

Deposit Product Origination

Of the time you spend on deposit origination, please break your time down into percentages devoted to individual product categories. If any specific box is not applicable to your job, you may either put a zero in the box or leave it blank.

Please consider the above estimate for Deposit Origination to be 100% and then divide into Deposit Product Origination detail estimates below.

Your responses in this section should total to 100.

Product	Value
Total:

Deposit Product Maintenance

Of the time you spend on deposit maintenance, please break your time down into percentages devoted to individual product categories. If any specific box is not applicable to your job, you may either put a zero in the box or leave it blank.

Please consider the above estimate for Deposit Maintenance to be 100% and then divide into Deposit Product Maintenance detail estimates below.

Your responses in this section should total to 100.

Product	Value
Total:

Fee-Based Products

Of the time you spend on fee-based products, please break your time down into percentages devoted to individual product categories. If any specific box is not applicable to your job, you may either put a zero in the box or leave it blank.

Please consider the above estimate for Fee-Based Products to be 100% and then divide into Fee-Based Products detail estimates below.

Your responses in this section should total to 100.

Product	Value
Total:

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