Miss Joelene
This is what happens when a Customer does not satisfy Merchant requirements.
What is we withdraw the application.
List two criteria found on the Review Application Page.
What is Name, SS, DOB plus a bunch more
What are the three main components of a pending note?
What are Mode of Contact (CCI,ICC)
Number contact was made on
What is outstanding
What was achieved
A Blue/Green level loan has how many months to be paid in full?
9 months
What does LMS stand for?
What is Loan Management System.
The two ways Customer contact is made.
What is inbound and outbound calls.
These are the two criteria a Customer must have to apply for a loan on our website.
What is Full Social
Checking Account
Plus Others
What is the name of our Merchants?
What is Blue Trust Loans and Maxlend.
What does MPIL stand for?
What is Multi Pay Installment Loan
What are the amounts a VIP can borrow by rewards level?
What is
Silver 2000
Gold 2250
Platinum 2500
The only way we accept a loan applicant paid by paper check.
What is the Customer is a VIP.
What are the three security requirements the Account Specialists must verify?
What is Last 4 of SS
Full name
DOB
What are the three repayment options we offer?
What is Pay in Full with no penalty
Pay Scheduled amount
Pay Scheduled amount plus anything above that
What Does LPLH Stand For?
What is Loans per Labor Hour
What iGNA?
What is Intelligent Get Next Application.
Explain two criteria we can verify applicant employment.
What are Bank statement
Call work line and have acknowledgement
Call bank
Plus others
How many paystubs must an applicant have to verify employment
What is 2
What is the maximum Loan duration for each Reward levels, silver, gold, and platinum?
What is Silver is 9
Gold and Platinum is 10
How many ACH Processors are there and list them.
What is three; Advantage, Carmel Solutions, and Viking.
IF a customer does not contact the merchant with any arrangements, what is debited on the customers due date?
What is the Scheduled Payment.
In what area of Tran do Account Specialists verify Customer Information?
Customer Maintenance
List the reward levels.
What is Blue/Green
Blue/Green 1,2
Silver 1,2,3
Gold 4,5
Platinum 6
What is a Rednote?
What is an Auto Note
What are the three note templates in the note folder used by an Account Specialist?
What is Verbal New Customer
Verbal VIP Customer
Custom Note
What are the two types of schedules.
What is
1.Original Payment Schedule
2.Current Payment Schedule