Terminology
What does SLD stand for?
Single Desktop Lending
What is our main system used to process apps?
SLD
True or False: The FICO will determine the decision
False
What are the 4 tiles within Chase relationship?
Card Accounts, Other consumer and Biz accts, Deposit accounts, Asset accounts
Which screen shows the case information?
Case details
What is SRL?
System Recommended Line
Which system is used to view customers accounts with Chase?
Customer Assist
What are the 5 tiles on CBR screen?
File Depth, Inquiries, Public Records, Delinqs, Total Debt
True or False: The customer must have a relationship with Chase prior to approval
False
What are the 3 housing status options?
Own, Rent, & Other
What is ACQ?
Acquisitions
Which system is used for authentication with PA?
Innovis
For which type of accounts will we see a cluster of inquiries?
Home or auto shopping
What are some other consumer and business loans the customer may have with chase?
Auto or Home loans
What is exposure?
The total amount of credit the customer has with Chase
What is a CLI?
Credit line Increase
What is the system used to view scorecard?
Webstats
What are some examples of installment loans?
Auto loans/student loans/personal loans
What are the 3 type of card accounts?
Consumer, Business, and Corporate Liability
Where do you go in SLD to leave notes?
Things You Can Do
What does CCB stand for?
Consumer & Community Banking
Which system do we use to lookup queue of application?
Lending Reference Material
What are the 4 common account types you will see?
Revolving/Other/Mortgage/Installments
What are some examples of asset accounts?
Brokerage, 401K, Life Insurance, Retirement, etc.
True or False: If approving you have to give either the card min or SRL
False, you have to give at least the card min but can give less or more than SRL