Rivo
Dan the Man
This is the first thing you must do before helping a customer with their account.
Verify their identity
How many days can you extend a first due date for a DP or D returning customer?
Why do they want to revoke?
What does RIVO stand for?
Respect, Integrity, Value, Opportunity
What are the 3 things you need to verify a customer?
full name, Last 4 of Social or DOB
What are the qualifiers for a Gold & Platinum status customer?
1 EXT DD; requires 1+ payment
What are some the probing questions you should ask?
If loyalty had a face at Rivo, it would be this person, our longest-serving employee.
Emily Vandermark
Why is verification important?
Compliance and Privacy
What are the EXT DD Qualifiers for a SCL rate loan?
Treated like New Business; requires 4 payments
Which flags do you need to mark when submitting a revoke request?
Red Revoke Flag, SCL Denial Flag
What year did Rivo begin?
2007
Can an unauthorized user call in to discuss the account?
No
True or False: There are exceptions for special circumstances.
True
Which Flag do you need to add when you save a revoke?
Green Revoke Save Flag
What are the names of the tribes associated with ALS, ULS, FLS and PLS?
ALS - Mole Lake
ULS - Guidiville Rancheria
FLS - Elem Colony
PLS- Menomone Tribe
If an unauthorized spouse calls in and can identify the customers full SS# and wants to discuss the account, can you provide any account details?
No
7
True or False: ULS customers can request to revoke 4 business days before their due date and the payment will not process.
False