Category 1
When closing an AEF opportunity in BLOS, who do you tag?
Kim Shockley AND Megan Theurer.
What does the abbreviation "BLOS" mean?
Business Lending Origenation System
ICC- Kristin Barton or Sheryl White
Who is our Exceptions SME?
Mary Maxwell
Name 5 ABG regions.
________
How many BSD babies are there?
3
Who is our COSP contact?
Leah Marz
Where can an associate obtain a loan payoff for a commercial loan?
Lender
Which team handles AEF questions?
BSD1
If a payment posted to interest rather than priciple only, which form needs to be completed to make the correction?
Loan Maintenance Form
Can an LLC have a beneficiary coded as POD in Encore?
No
How can you get a copy of the DAAD?
CAO or the account setup screen.
Can you have 2 members on a single member LLC?
No
Name three things that must be escated to a senior.
Arvest Cares, Business Ownership Change (LLC to Corp), Decedent, POA, Gov Entities, etc.
Do we open dual ownership CDs?
Yes
Bonus 100 pts: Which group handles them?
Where can you find the Secretary of State Entity Status page?
DAD page
How can you identify a loan type in Signature?
F1 in Signature from the main screen or through the worksheet.
What are the three pillars of Arvest Next?
Third party/one who hypothecates or pledges anything as security for the repayment of money borrowed.
What does the new policy state about trade lines? Hint: Email sent last week
For secured, one 12 month trade line.
For unsecured, 24 aggregate months with one line being 12 months.
(Customer still has to qualify with credit score)
______ is the bedrock of our relationships, both with our customers and each other.
Trust
What are two questions that determine if ClientLink will move an opportunity into BLOS?
-Renewal question
-Real estate question
What prevents an associate from being able to proceed with the "Go to BLOS" button?
One of two reasons is acceptable.
-Have not completed training
-They are not in the strategy stage.
What form is required when releasing one of two properties used as collateral on a loan?
Collateral Maintenance Form
Name three associates in Support Ops OUTSIDE of the Support Desk.
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Why cant a bank teller keep a secret?
Becuase there are too many tellers.