Payments
What information do you need to obtain from client before you can action code a Promise To Pay?
Method, Amount, Date
When scheduling a single payment in the Payment and Transfer tool, what action code should be used?
PAY
When calling the place of business, in what state is it prohibited to probe a 3rd party?
California
When would you use a payment transfer as a payment option?
NEVER
True or False, If a third party makes a complaint you are suppose to track the complaint
True
What short term solutions are available to our clients?
Self Cure
Collection Reage
Gradual Up to Date
Short Term Program
What stage of delinquency does an account have to reach before account is potentially closed?
3 payments/ 60 days
True or False, When setting up multiple payments on a single account in PTUI the action code is MAPS
False
Where would you go to find program offers for multiple accounts?
WAVE
On a business lending account, where do you find the billing type and account type
Account Summary
When setting recurring payments on a business account if the due date is Feb 14 when would you select for the recurring payments be to start?
You would select on the due date b/c with business lending accts the due date is subject to change each month
When you encounter a client with multiple accounts, what is the correct order of priority to determine the lead account?
Delinquency>Cycle Date>Balance
When offering a settlement on a business lending account, how many days do you have to pay off a settlement?
You cannot settle a business account
When speaking with a customer and UCRS shuts down before the account loads and the customer is willing to wait for the system to come back up, how do you find the account once the system pulls back up?
Go to avaya and copy and paste the phone into the search bar on UCRS and pull up the account.