HOT KEYS
The hot key used to pull up a member's profile from Training Sidekick to Training PHX
Hot Key: "Z"
What is the code for a standard deposit?
101
Owner on an account that was established under their personal RIM
Primary Owner
If you see ____, you suddenly become very angry
RED
The hot key to show the "balance" screen in PHX
F5
What is the code for a standard withdrawal?
152
Owner on an account that was not established under their personal RIM
Joint Owner
Not yours, but ____
MINE/OURS
The hot key to get to launch Teller Capture in PHX
Alt + F5
What is the code for a regular loan payment?
300
Person who has no access to the funds until primary and joint(s) pass away
POD Beneficiary
This takes place one week after Christmas
NEW YEAR'S DAY
If a word is bolded in PHX, what key can you press to "run" that command?
Enter
What is the code for a loan pay-to-zero?
301
Unable to manage their own accounts, legally appointed
Custodial/Guardianship/Rep Payee
Walt Disney's Pooh Bear is famously known for always eating what?
HONEY
In the live system, what are the hot keys to initially pull up the Sidekick system?
Windows + "Z"
What is the transaction code for a loan payoff?
BONUS: What extra steps do you need to take before closing a member's HELOC (Home Equity Line of Credit)?
345
BONUS: Call RE Servicing to charge the reconveyance fee and member signs "Authorization to Close Home Equity Line of Credit"
Person who has access over business structure
Authorized Signer
One word for "what goes around comes around"
KARMA