Navigation
When speaking with the guarantor, where do you take a payment?
Payments and Transfers
Which action code do you use if you transfer to Language Line?
NOAR (NEVER TRANSFER TO LANGUAGE LINE)
True or False
You must read the whole quick remit disclosure if you generate a generic check number?
False
The customer wants us to call back in 2 weeks. Whats your action code?
NOAR
What is Q5?
DOCUMENTATION
Where do you go to send a Business Lending Statement?
ASR
*Bonus Question*
What are you required to give the customer after taking a payment from them?
Reference/Confirmation Number
**Bonus Question**
Where do you go to remove a phone number from a business account after the guarantor states to stop calling?
BUDE
**Bonus Question**
Whats the action code if someone answers the phone and say "Im going to make a payment tomorrow" and hangs up.
NMSG
When setting up a GUTD when does the payments have to get set up by?
On the due date.
**Bonus Question**
You are working on a corporate account, where do you go to see what was charged on the account?
To the Individual Credit Card
*Bonus Question*
List 3 things that can cause a Q2 Error?
Payment Processing, Asking "Are you Authorized?", Updating phone number, address ETC, not filling a complaint, not taking a customer off paperless when asked, not filling out a form.
When taking a payment in Quick Remit, what is the action code?
APSP
Whats the action code when you take a payment in the Old system?
EPS
When offering a fix pay, when do you have to schedule the first payment by?
(Right away) but if not they have 30 days :)
**Bonus Question**
Where do you go if a customer wants to change their statements from paperless to paper for a consumer account?
Assorted Fields
What's the action code if you set up multiple payments in Quick Remit?
MAPS
Where is the Demographics Tab located on a Business Account?
Account Maintenance Tab
**Bonus Question**
If a customer stated that they mailed in a payment on Jan 6th, what is the action code?
PTPP
**Bonus Question**
What do you have to tell a customer when using the payoff calculator?
That this is JUST an estimate
Where do you go to find a customer's APR for Business?
Fees and Rates Tab
If a customer gave his card to his mom to spend 30 dollars but she ends up spending 3,000 and he wants to speak to fraud but hung up, do you fill out a complaint?
No. You don't fill out complaints if the customer is admitting that it was their fault.
**Bonus Question**
What department handles an account that's been offest?
CLC TEAM
You took a payment for The customers past due, and they notice that they can afford the current payment too and you take that payment, whats your action code?
PAY because you took a payment for the same day on one account.
**Bonus Question**
What action code supersedes WTNR?
PTPP