Where in Orion can you see if a CM is eligible for a lower purchase APR?
In the botton portion in orion the "Recommendations Box"
Where can you locate a Pay In Full quote in orion?
F1- Accounts Tab - Payments box.
*in the bottom right corner of the payments box tp the right of the "payments" button
What must you confirm after changing and CMs address?
Their phone number
If the authorization amount in ACTION is shown in parenthesis, what does that mean?
EX: ($130.00)
That it is a payment/credit/refund
Where do we go to see if a CM has an eligible BT offer?
F6 BT -- Offers
F3- Statements tab
In which circumstance can you not update the CMs payment due date?
During the accounts anniversary month
Steps to add an AU/Authorized User.
F2, Add Authorized User, Full Name, DOB, Full SSN, address, save, submit.
What's an example of a statements call that you will transfer to ACT
How many days do we require an account to be open before we start processing a BT?
14 days.
How many adjustments are allowed in a 12-month rolling period?
Maximum of 3 per account.
After what time will you not see a processing payment in Orion?
After 5:00pm EST
Which screen in Orion displays the "Get new address flag"
How do I find charges made after the cycle date? In Orion AND Action.
Orion: F3 Statements, Post Statement Summary
Action: Statements & Transactions, Post Statement.
Most BTs are process within how many days?
4 days.
Name two acceptable override reasons
Approximately how long does it take for fund to be pulled from the CMs bank account?
It can take up to two business days
Name 2 examples of a name change that does NOT require legal documentation.
Marriage, Divorce, Misspelling, Add/Remove Middle Name.
In what 2 scenarios do we NOT send any statement at all?
$0 balance.
Balance of $2.00 or less.
CM has a BT that posted to their Discover card, and they want to know when the funds will be received. What we do?
Advise the customer to check with their creditor to see when payment is received.
What do you include in a Queue for an adjustment override?
Date/amount of fee.
Acceptable override reason.
If a CM has DP set up for a FIXED amount. What happens if they make an additional payment 3 days before the DP pulls?
No change. Both payments will process.
Where does a customer MAIL their documentation for a legal name change?
PO Box 30943 Salt Lake City, UT 84130
What 4 options do we offer CM's for viewing/receiving their statement?
1. Mail
2. Online
3. Braille
4. Large Print
We apologize, inform CM that BTs are promo offers, and advise them to check back for available offers by logging in online or calling us back.