WHO TO CALL
The department and EXT. to call if you're experiencing computer issues.
What is Help Desk x55100?
A trust whose term cannot be modifies or abrogated without permission of the beneficiary.
What is an Irrevocable Trust?
This is a legal document declaring a testator's wishes regarding the disposal of the estate's property.
What is a Will?
The name of the page in Gateway a banker can use as a reference during a loan application.
What is Origination?
Name the Group Financial Center Manager
Who is Charlotte Crabb?
The department and EXT. to call to check on the VISA status of a debit card?
What is Check Card x52375?
A type of a revocable trust account opened by one or more parties as "trustees" who name one or more other parties, as beneficiaries. In Texas, this type of account is the same as a single or joint account owner with a POD ITF. (POD= ITF)
What is a Totten Trust?
What is an Estate?
This is the only type of loan that does not receive an auto debit discount.
What is a Personal Line of Credit?
Name the Regional Operations Manager
Who is Marnie Heath?
The department and EXT. to call if customer has an outstanding balanced owed to Frost.
Charge Off x55339
These documents are required to open a trust account
What is ...?
This is the person nominated in a will to manage a decedent's estate.
What is an Executor?
Before they can co-sign on a loan, a customer must be with Frost for .....
What is 90 days?
Name the 2 CBOCs in our market
Who is Deborah Smith and Khan Nguyen?
The department and EXT. to call if for lending resolutions.
What is Loan Ops x52372?
A trust established by the grantor during the grantor’s lifetime in which the grantor retains the right to revoke the trust. If he does so, the property transferred into the trust would be returned to the grantor.
What is a Revocable (grantor) Trust?
This is a judicial procedure wherby the validity of a will is proved and a decedent's estate, in accordance with a will if it exists, is administered.
What is a Probate?
This is how to remove a hold placed on a customer’s account that is being used as collateral for a loan.
What is Email Commercial Release Operations?
Name the Wealth Management Wealth Advisor
Who is Brandon Bigham?
Partner with a ________ ________ if a client has an inquiry about Frost sponsoring their event.
What is a Community Leader
A special type of irrevocable trust designed to assist an elderly or disabled person in qualifying to receive Medicaid benefits.
What is a Miller Trust?
What is a Testator?
To be effective, this item must be sent by midnight of the 3rd day.
Who is the BEST FCM in our Market?
Who is MARTHA MARQUEZ!!!