what information is need in BK
case #, file date, chapter filed, and atty name and phone no#
who is the borrower?
Jason Jonassen
total due?
$788.75
how do you handle a escalated call?
try to deescalate , in chat ask for teamlead if not available go to sharepoint escalated calls and fill out
what is the grace period (how many days)
15 days
can you take a verbal commitment on accounts that are out for repo?
no
property address
4580 staple rd muskegon, mi 49445
what was credit score at time of loan?
742
name 4 things you do in sharepoint?
repo holds and close, email customer, fee waivers, settlements, due date changes, cease and desist, etc
payoff?
$21050.26
what is acceptable to tell a authorized third party?
any information regarding the acct
is there banking on file?
yes
what are the life time late fees?
$140.00
what do you need for loss of collateral and is customer responsible for payments?
name of insurance co., adjusters name and contact info and claim no#, Yes they are
where are our queues located?
contact queues
how do you note a outbound call in call note when spk to borrower 1 (codes)
OUTBOUND---
CLD #phone no#
B1
VAIG, LOC, DLR CLD, C2C, REASON 4
what happen?
how do you note a deceased acct? (info/ steps to)
date of death , who calling and relationship to acct holder and contact info? sent note in sharepoint
what is the overnight pymt address ?
101 n cherry st. winston-cherry, NC 27101
where is anti money laundering information ?
sharepoint policies second one down
what was financed ?
branson tractor
what is the disclosure for electronic check
this confirms you are authorizing a payment of ----via electronic check by phone which will process today
whats the maximum debit card pymt?
$300.00
can a collector set up automatic payments for the customer?
no
who is working overtime on saturday august 3rd?
michelle b and nicky l
what are the finance charges?
$5509.31