Unit 2 Assignment - Case Study 1 (CIS250 Advanced Excel)
Approval Form
| Application For Personal Loan | ||||||||||||||
| First Name | Last Name | Address | City, State Zip | Annual Income | Credit Score | Requested Amount | # of Payments | Decision | Rate | Periodic Rate | Payment | Look Up Table | ||
| Mary | Bell | 123 1st Street | Philadelphia, PA 19104 | $ 85,000 | 720 | $ 25,000 | 120 | Credit Score | Current Rate | |||||
| Joan | Hill | 321 Main Street | Philadelphia, PA 19104 | $ 45,500 | 567 | $ 10,000 | 360 | 500 | 6.50% | |||||
| Luke | Skywaker | 435 2nd Street | Philadelphia, PA 19111 | $ 120,000 | 754 | $ 35,000 | 240 | 550 | 6.25% | |||||
| Tom | Harold | 987 2nd Street | Philadelphia, PA 19111 | $ 80,000 | 625 | $ 5,000 | 60 | 600 | 6.00% | |||||
| Jill | Matters | 876 6th Street | West Chester, PA 19380 | $ 60,000 | 500 | $ 10,000 | 120 | 650 | 5.25% | |||||
| Steven | Market | 654 6th Street | West Chester, PA 19380 | $ 25,000 | 789 | $ 2,000 | 20 | 700 | 4.50% | |||||
| Henry | Fields | 897 6rh Steet | West Chester, PA 19380 | $ 45,000 | 820 | $ 5,000 | 60 | 750 | 3.75% | |||||
| Joey | Ruth | 342 7th Street | West Chester, PA 19380 | $ 95,000 | 599 | $ 20,000 | 120 | 800 | 3.25% | |||||
Existing Accounts
| ID | First Name | Last Name | Original Amount | Rate | Maturity Date | Days Remaining |
| 1 | Mark | Smith | $ 25,000 | 3.50% | 3/24/23 | |
| 2 | Jennifer | Jones | $ 32,000 | 3.32% | 4/30/30 | |
| 3 | Robert | White | $ 36,000 | 4.15% | 9/11/22 | |
| 4 | Steven | Johnson | $ 44,000 | 4.21% | 7/19/24 | |
| 5 | Amy | Decker | $ 2,500 | 3.85% | 6/15/22 | |
| 6 | Veronica | Sanders | $ 3,600 | 5.50% | 11/20/28 | |
| 7 | Larkin | Baker | $ 27,000 | 6.12% | 9/7/26 | |
| 8 | Bethany | Chapman | $ 30,000 | 3.85% | 1/7/24 | |
| 9 | Alex | Wells | $ 55,000 | 3.14% | 10/24/29 | |
| 10 | Frank | Parker | $ 62,000 | 4.65% | 4/23/25 | |
| 11 | Harold | Hall | $ 34,000 | 4.00% | 3/11/25 | |
| 12 | Louis | McDonald | $ 5,500 | 4.99% | 7/11/28 | |
| 13 | Daniel | Cole | $ 7,500 | 5.35% | 12/22/23 | |
| 14 | Wendy | Connors | $ 9,000 | 3.80% | 5/6/28 | |
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