Paid Off
This is the information I need to verify in this type of accounts.
Full name, YMM or Last 4 of SSN
First step on verifying these accounts
Full name
First step on verifying these accounts
Request account number or full SSN
Authorized users can get the payoff amount and request a due date change
False
False, it is the 3rd.
It is not necessary to verify if account was verified within the last 31 days.
False
Besides Paid Off, this is the other name for closed accounts.
Inactive or Terminated (Lease)
If customer provides me with different information...
I have to update it.
Second step verification
Last four of SSN or YMM
I can open the account with the last four of SSN.
False.
Verbatim question when we update a phone number. You can mention 1.
“Is this your cell phone, or a cell phone you’re authorized to use?”
“Do we have your permission to contact you at this number?”
What questions do we ask to verify telephone placement?
“What is your Home phone number?”
“What is your Cell phone number?”
“What is your Work phone number?”
Where can we find the address section in Siebel?
Contacts tab
Where can we find customer's name in Siebel?
Contacts tab or Account Information section
Why do we need to update information?
Since we manage a loans/leases, in case we have to contact customer regarding his/her account about important information about payments or documents, or to know the location of the vehicle.