Consumer Lending
What funding status should be used when manually booking a business credit card?
What is: Funded
What resource can be given to a member that was a victim of fraud and having to do an old/new?
What is: Fraud Assistance Checklist
What solutions count towards the business service metric of the scorecard?
What is: funded commercial loan, Paychex, merchant, Treasury services
What is the President’s Day special promo?
What is: Car loan rates lowered by 0.50% on all model years and terms
What does MEH stand for?
What is: Member Experience Hub
Non Resident Aliens are eligible to apply for a loan if they have what 9 digit number?
What is: Social Security or Identifying Tax ID Number (ITIN)
What system replaced BillMatrix?
What is: Paymentus
What is the fee for check/ACH positive pay?
What is: $30
What is the first question we should ask a member that wants to open an IRA CD?
What is: Are the funds coming from an IRA or retirement account?
What should be submitted in NW Connect when a member would like to apply for a mortgage or HELOC?
What is: lead
What is the maximum bsp a Branch Manager can authorize when considering a rate match?
What is: 25 bps
Card Control + can be unlocked through which platform?
What is: Digital Card Support Tool within Visa Online
What is the name of the newer commercial loan officer?
What is: William Wilson
What is the process in creating a SEG QR code?
What is: ServiceNow ticket then work front request.
What three dashboards are visible in NW Connect?
What is: behavior dashboard, sales dashboard, and NWFCU case management dashboard
What three documents are required to decision a loan/cc for a non profit organization?
What is: bylaws/ Articles, resolution, organization financials (IRS form 990)
What is an acceptable reason for a member not to complete the required W8-BEN form?
What is: inability to read or write
What is the minimum credit card limit a commercial team would review?
What is: $35k
For CDs, what do we match for a rate exception?
What is: APR
How do we link a previous lead to a new membership profile?
What is: SourceID
What additional steps are required to verify the identity of a an applicant that has a fraud alert on their credit report?
What is: out of wallet questions
Who has read only access to FiVision aka Instant account opening at the branch?
What is: MSLs and above
What is the aggregate limit requirement when sending a credit card to our commercial team to decision?
What is: $50k total credit exposure
What were the three preferred scorecard metrics Steve shared in the meeting?
What is: Service, member acquisition, net income
What triggers a survey?
What is: lead