Member engagement
What is the first thing you do when answering the phone?
Give SoFi greeting
Thank you for calling sofi my name is.....
What is our minimum score requirement and custom score?
680
305
List at least 3 things a member sees on your dashboard.
applications in-progess, loans in re-payment, invesstment accounts, what they owe, other products, view account, etc...
Whats does ADA stand for?
Americans with Disabilities Act
What's BLUE in Spanish?
Azul
What is the 3rd thing to do when a member calls in?
Verify the identity of the call.
What does TIN stand for?
Tax identification number
Where can a member view payoff breakdown?
View payoff breakdown
REG B equal credit opportunity act (ECOA)
prohibits discrimination, based on a prohibited basis, in any aspect of a credit transaction. also requires creditors to give applicants certain notices and to take action on a completed application within certain time frames.
How many calories are burned in an hour banging your head against a wall?
150
What should be done when talking to a member and not at the end of a call?
Taking notes
What does OFAC stand for?
Office of Foreign Asset Control
Can members print off documents?
YES
What is...prohibition of unfair or deceptive acts or practices in or affecting commerce?
UDAAP policy
In 2017 what caused more injuries then shark attacks
SELFIES!!!!!
What is the 3 e's
Engage
Empathize
Ensure
What is our auto pay discount?
.25%
Does a borrower's dashboard tell them if they are delinquent?
YES
What policy covers credit accounts opened by a service member's term of active duty military service.
MLA-Military Lending Act
What 3 social medias are banned in China?
Facebook, Instagram and Twitter
How can you obtain a complete picture in a call?
Open ended questions
What is SoFi compare?
is a tool for members to compare their personal information with information of other SoFi members.
What information can be found under term information tab?
Original loan term
remaining term
scheduled payoff date
What is Anti-Corruption Policy
prohibits any associates, officer, director, agent or attorney working on behalf of SoFi from accepting anything of value for or in connection with any transaction that is unethical and violation of foreign corrupt practices act (FCPA), corruption of foreign public officials (CFPOA) and the international anti-bribery (IAB) act
What is the total steps in the Eiffel Tower?
1,665