FirstBank OnBoarding Manual - Flipbook - Page 153
EXPENSE REPORT GUIDELINES
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Gifts for Coworkers - Not an allowable expense. This includes:
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Loan Expenses - Are to be paid on a FirstBank Corporate Card, that each processor has access to.
If you need to order services such as the below, contact your processor.
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Lunch with a Coworker
Baby/Wedding Showers
Birthday Gifts/Birthday Celebrations
Condolences for Bereavement
Verification of Deposit
Verifications of Employment
Condo Questionnaires
Mileage - You are expected as an employee to provide transportation to and from your job each
day and should not expense mileage for your normal job duties. This includes:
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Mileage to Closings
Mileage to take an Application
Mileage from your home to your work location
Mileage to meetings with Realtors/Bank Branches
Receipts
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Receipts are required for every expense you submit- a credit card statement will not be accepted.
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All receipts should be uploaded into Ascend to accompany the submitted expense report.
Separated Employees
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FirstBank will not process outstanding expenses on separated employees.
Promo Orders
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Individuals: All promotional items branded specifically for an individual mortgage banker (to
include business cards) will be ordered by the mortgage banker and paid for on a personal credit
card. The mortgage banker is allowed to submit the of the cost of the promotional items on their
expense report, as long as it falls within their monthly expense allowance. Once over budget, the
mortgage banker will need to pay ½ and will be able to submit ½ for reimbursement. This guidance
is meant for all items that are personally branded/include unique identifiers to one mortgage
banker: Name, Phone Number, Website, Etc.
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Branch: All promotional items branded for only FirstBank (excluding any unique identifiers for
an individual mortgage banker) will be purchased by the branch/area manager on FirstBank’s
account within the promo websites. This includes FirstBank branded stationary, folders, letterhead,
envelopes, etc. Mortgage Marketing will continue to track this budget.
Onboarding Manual
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