Outbound call comes in, What information do you ask to Authenticate?
Full name and Last 4 SSN (DOB if BR declines SSN)
What contact method do you confirm is correct?
Email address
What is ADMIN used for?
Taking a payment
The mini Miranda should be stated before authenticating a BR
**True or False
False
How Many Internal systems do LC use?
3 (Workflow, Admin and Finesse)
Recap
How many steps is to be completed for hardship plan?
7
What is the turnaround time for completing an SR?
24-48 Hours
What causes a suspended bank account?
Stop Payment
To authenticate a BR who speaks Spanish, where do you transfer them to?
Language Line
When a 3rd party enters on the line, what do you state?
QA & Mini Miranda
When will the hardship plan break?
If a payment is not received within GP
What Link do you click on to view detailed payment history?
View Current transactions of member by type (the long link)
What is a recurring payment?
Amount Br WANTS to pay
If BR MP is due on the 30th of each month, the "STOP ACH UNTIL" date will most likely be ?
the 25th of the following month
When do you notate the account?
On all accounts!
When activating a Hardship plan, What is automatically done?
The payments are automatically scheduled in admin (If there is an active BA on file)
What Information do you provide to a BR who needs to send a bank statement?
1. Must be an official bank statement
2. send to Payments@lendingclub.com
How many account statuses are there?
5
What do you click when the BR claims bankruptcy?
Click the Bankruptcy tab
What are the 2 authorized scenarios in which you can waive a late fee?
If BR has 6 on time Mps & no more than 2 waived in a 12 month period
What is the last step step of the hardship plan
Click Activate
In order to make a perm Due Date change, the account must be what?
Current
When creating a service request, what SUBJECT do you select when ASSIGNING to fraud?
Collections
Who is the best trainer ?
Ashley (LOL)