fun facts about your team mates
What does Tyler and Angie have in common?
they were both born in Columbus Ohio
What is the last step when completing a grounding
placing the hold on the grounding - exit and confirm the acct is now in AR dealer hold
When running a poff in quest, what is the final step ?
Exiting out of quest and making sure that notes for the poff are saved
when a Rivian cust is calling in for a extension, and waiting for a new R2 model – how do you code the acct ?
IC/RO or OC/RO and RI/RO
Business acct calls to get the poff or ext what’s your next step ?
check to see if there is a CO1 / AAU /POA – if not offer to send the AAU form to the bus or direct to chase.com/autoforms
Who's daughters volley ball team recently won a volleyball championship
Veronica, her daughter Sophie
True or False
All early term accts where the original dealership is in CA or NY needs to have a ET/LT in the grounding
False - rivian accts do not get the ET letter
Who is permitted to obtain a poff quote
customer
dealer/retailer
A3P
POA, conservatoship/gaurdianship , supported decision making agreement , AAU
chase employee
does Tesla have a AR code ?
yes! TS/RO and must also have IC/RO
BR acct - cust is asking for a poff - can you assist ?
as long as a BR agent has notated the acct that it is ok within 30 days
What is Michael's favorite sport?
Basketball
When scheduling a home pick up, what is the time frame you adv the cust that the outside transport company will be in contact
Our third-party transport company should be in contact with you within two (2) – three (3) business days to schedule pick up of your vehicle at a time that will work best for you
when sending poff packet to the requesting party what must be notated besides the email, ph# or fax # ?
Notating method of sending docs (mail, fax, SMC, SCD, Chase banker
when would you use the TD/FP code be used
when sending poff packet in ICAF
Cust wants to make a debit card payment, how do you assist ?
check to see if Diana, Michael or Veronica is available to take the payment, if they are transfer to the agent available - if not transfer to the IVR
Who is a licensed Esthetician
Diana
True or False - McLaren needs LEC Performance Lead or higher-level management to mark the acct ok to be scheduled for pick up
False : Must be approved by VR McLaren Brand Manager, VR Brand Management Director, or the designee of the McLaren Private Label General Manager.
if a cust calls in to confirm the wire was received, whats the next step
To verify the status of a wire transfer, the customer/payee should: 1. Call 1-855-536-12692. Be prepared to provide:
•DDA Number (referenced in Information for Wire Transfer section)
•Payment amount •Payment date
•Wire transfer reference number - but if you want to provide exceptional CS - call and confirm yourself
caller wants to buy thier car, but the acct is a charged off acct, where would you transfer the caller to?
to redemption dept
Who is coming up on 10yrs at Chase
Katrina
The cust and the dealer provide different ending milage at the time of grounding, - what milage would you use for the grounding milage
When would you run a poff out of ICAF
late fee waiver is needed
active BR
Probate (DE)
Financial institutions seeking a break down
Name 3 AR codes that you would use with IC/RO
CR/DC, TS/RO , TD/FP , AW/ES , ID/LP , coding for CS intent DX or DY
When taking a direct check payment, what's required
Confirm the caller is an authorized signer on the bank account used for DC payments
Ask caller if their account has check writing or processing capabilities
if the routing and acct # are pre filled - confirm the name of the bank and the last 4 digits of the acct #