UNDERWRITING
What is the SLA timeframe for document collection for UW?
14 days
What is the verbatim disclosure for NPSL?
The Card comes with no pre-set spending limit, but that does not mean unlimited spending. Purchasing power adjusts with your use of the Card, your payment history, and other factors.
Who grew up not eating vegetables until he/she was 25?
Brooke
What must be opened first before signing a deal?
When was AmEx founded?
1850
What are the most common documents needed for UW? (3 answers)
1. Past Two Years of Financial Statements
2. 3 months of Business Bank Statements
3. Interim Financials
When is CAN-SPAM footer required in emails?
For every First Touch email
Who can solve a Rubik's cube in under 90 seconds?
Reid
What link has to be included in Sales Interaction to be able to pass Quality Check?
What month and year did Steve Squeri become CEO?
February 1, 2018
What is the question most CET MADs forget to ask?
What are the company's revenues?
Marketing Engagement Tool
What team did the AZ Diamondbacks play against for SME AD team outing?
Chicago Cubs
What has to be completed before you can close your APA opportunity?
APSC has to close their opportunity
What is the name of the team that plays at the AmEx stadium?
BONUS for 100pts: What is the mascot?
Brighton & Hove Albion
BONUS: Seagull
What has to equal on a financial statement to be accepted?
Assets = Liabilities + Equity
What is the verbatim disclosure for NY clients?
BONUS for 100pts: What is the NJ disclosure?
Because you’re located in New York, I am required by law to tell you that you can ask to be included in our Do Not Call list going forward at any time. Some of the products we discuss today may include a fee.
BONUS: If we get disconnected or need to reach me later, my direct line is [Phone Number]
As of January 6, 2025 - how many colleagues will CET have?
33
What is the phone number to warm transfer your client to order supplemental cards?
602-572-0865
What year was Canyon Building completed?
2019
What are the 4 Step Check for document quality?
1. Business name on the financials match Obligor
2. Date format
3. Received all pages
4. Quality aligns with AmEx Document Quality Caps
What are three items we must state on every outbound client call?
1. Identify yourself and where you're calling from
1. Call Recording
3. Your phone number
What is CET's mascot?
Axolotl
Name all 8 signing categories
GMNS
Vendor File
Supp Card
Renegotiation of Contract
GBT, Multi-Remit
AP Automation
Underwriting
How much has the AmEx index stock grown over the last 12 months?
Over the last year, it has grown $132