MVI Forms
Which transfer form doesn't require a signature/docusign from the member?
What is the internal recurring transfer form?
Who should you call first for most questions?
What is the MSC Help Desk?
What's the daily limit for payments with Propay?
What is $5000?
What is 1000?
Who is our credit union's CEO?
Who is Jack Buttars?
Which form requires you to assign a manager to it?
What is the Account/Loan Adjustment form?
Handles online member or loan applications?
Who is Member Engagement?
What's the grace period for a Mortgage loan payment?
What is 15 days?
The grace period for a HELOC is
What is 10 days?
What year did our Credit Union start?
What is 1956?
Which form has the member add a verbal password to their account?
What is the Account Number Change form?
Member wants to speak with the CEO?
Who is Kelly Hofheins?
What do you need to ask a member about their payment on a loan if they are applying for a Skip a Pay?
What is an automatic payment?
What's the monthly fee for the Business Money Market Checking Account?
What is $10?
Who is the US Secretary of the Treasury? Hint: Kelly's Favorite Person
Who is Janet Yellen?
Which form requires a Docusign but is not sent to the member by the MSC?
What is the IRA Request Form?
Help with questions on a commercial real estate loan or application?
What is Commercial Lending?
Who handles Lease pay offs?
What is Direct Lending/Loan Servicing ext. 3593?
What 3 things can cause interest to appear on a credit card?
What are cash advances, balance transfers, and unpaid previous month purchase balance.
What is our credit union's mission statement?
What is To improve the financial well-being of our members while providing world-class service?
What is the limit for an ACH Origination transfer?
No Limit, $10,000 needs documentation
Member questions regarding their AD&D insurance?
What is TruStage?
How can we help members do a principal only mortgage payment?
What is make sure the minimum payment is covered and apply a PP transaction code?
SCENARIO
What is set up a share transfer to occur on the date of maturity?
What is our credit union's vision statement?
What is Making the difference for every member, every day?