Reapply Flow
Back to Basics
Agent Hub
Customer Service
*BONUS ROUND*
100

Expired application, wait time to create a new account?

What is can apply immediately?

100

ACH payment scheduled, clearing period? 

What is 4 business days?

100

Termination amount = ?

What is payout amount?

100

Great customer service is focused on customers'..?

What is needs and wants?

100

Application will expire after __ of inactivity? 

What is 30 days?

200

Account reversed/closed due to fraud, wait time to apply?

What is can never apply?

200

Auto pay on, ACH payment scheduled, any black out period?

What is 4 business days before and 4 business days after?

200

Bring current amount = ?

What is total of all payments made?

200

When the CSR is not paying attention and needs to have the question explained again?

What is not active listening?

200

This document is auto required for manual review?

What is ID/DL?

300

Closed account no payment made, wait time to apply?

What is can apply immediately?

300

What percent is the late fee?

What is 4%?

300

Maturity date = ?

What is the day the final payment is due?

300

An important step often overlooked after dealing with a customer?

What is follow-up?

300

SSN reported as deceased, what documents do we need?

What is customer does not get a 2nd chance?

400

Reversed account, wait time to apply?

What is 90 days?

400

Savings closed, distribution time period for debit cards?

What is 3-4 business days?

400

Fraud AVS filtering service = ?

What is the billing zip code is incorrect or the CVV code doesn't match?

400

Three effective steps to handle complaints?

What is 1. Remain calm 2.Allow customer to vent 3. Provide ideal resolution?

400
Auto denied application, what documents do we need?

What is ID/DL, SSN, and proof of address?

500

Closed account, open less than 180 days, 4 successful payments made, wait time to apply?

What is 90 days?

500

Loan paid off, on what day can customer request funds?

What is 6th business day?

500

Transaction Table: Loan payoff = ?

What is customer closed account?

500

A good way to personalize your customer interaction?

What is addressing a customer by their name?

500

T/F: Customer applied with EIN, we can update to SSN and approve.

What is false?

M
e
n
u