Operations
What is an acceptable reason for a member not to complete the required W8-BEN form?
What is: Inability to read or write
What alternative option do we have besides instantly issuing a credit card to a member?
What is: digital issuance
What form highlights our lien information, address, and insurance requirements?
What is: Title & Insurance Requirements
What is the process of creating a SEG QR Code?
What is: Workfront Request
What app launcher should be your default platform when logging into NW Connect?
What is: NWFCU Sales
The member correspondence team, previously known as NAO recently changed their name. What is their new name?
What is: Retail Correspondence
As of January of this year, MSR III and above have access to a tool within Visa Online that allows them to service and unlock card control+. What is the tool called?
What is: Digital Card Services Support Tool
This is required on the back of checks issued for dealer purchase or refinance.
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 triggers a survey?
What is: A lead
At the teller line- What tab within DNA have MSRs been instructed to review with each member interaction to quickly identify the person number, password, Contact information, ACH and card hold information?
What is: At a glance
What is the maximum amount that can be issued as a temporary Debit Card Limit Increase by an MSR II or MSR III and for how long can it be in effect?
What is $7,500.00 for 5 days.
Where can you find the most up to date rate sheets, loan specials, guidelines, and procedures for consumer loans?
What is the Consumer Lending Share Point site?
What system replaced Bill Matrix?
What is: Paymentus
What 4 categories are highlighted on the Behavior Dashboard?
What is: Activities, Events, Lead Status, & Member Experience Surveys
When completing New Account Reviews for new accounts the account type for Estate Accounts should be listed as Business or Consumer?
What is: Consumer?
This is where you can find the Card Holder Dispute form when assigning the Card Holder Dispute case to Card Services?
What is there is no longer a form you now just enter the information into a NW Connect case?
This is the Maximum loan term we will allow for Tesla's.
What is 84 months?
How will members be validated when visiting a co-op shared branch location?
What is: ID Check
This is where you can find cases that need additional input from you in order to be completed?
Where is in the "My Cases Awaiting Information" box on your home screen or in your Cases tab?
This is who is responsible for reviewing all new Trust Accounts.
Who is the IRA/Trust department?
This is the amount of time a member has to report fraud on a Credit or Debit Card to us.
What is 60 days from the date it appears on their statement?
The new process for flat cancelling and rebooking a loan with the same VIN# changed. What is the new form you must fill out and who must you forward it to for approval prior to rebooking the loan?
What is: The Flat Cancel Rebook and Error Correct Notification form? Who is CLD Management?
What is a required step in DNA when updating someone's social security number in the system?
What is: Run IDV and Qualifile
This is where you can find old CRM cases that a member had prior to transfer over to NW Connect in April?
Where is Completed Cases in the cases tab on the member's account profile in NW Connect?