Agent Portal
Proper procedure for online password reset
What is to verify the C/H's User Name, CVV & Exp Date. If c/h passes additional verification: reset password to Welcome12.
Which topic does it say to transfer to collections if account is 60+ days past due?
What is 60+ Delinquent
Form used to send a balance and status letter
What is a Manual Letter request form
Proper procedure for activating an OpenSky credit card
What is perform Standard Verification. Click the red Card Activation icon on agent portal. Click the Activate Card button.
Which topic can I find more information about OpenSky?
What is About OpenSky
Form used to change shift
What is Associate Time Management form
Procedure for accounts that have the same phone numbers in home & cellphone fields
What is place all 222s
Which topic do I find the proper procedures and notations to put if the cardholder will be traveling?
What is travel notification
Form used to submit fee waiver outside of the policy
What is the Automated Fee Waiver form
Accounts will qualify for a credit line increase when requested
What is false
Topic used find more information on procedures when cardholder calls in saying their card is not going through
What is Authorization Declines
Form used to submit suggestion
What is Oscar form
Used to add person who has permission to discuss account only
What is Authorized contact
Proper procedure for card decline reason Excessive PIN Attempts
What is have the C/H verify the activity on the account and if successful, forward the account to a Team Leader to reset the pin attempts.
Form used to investigate a block
What is Account Investigation Form