What is the four letter code to get to the sign on screen?
KOSN
WHAT SCREEN PROVIDES THE CUSTOMER DEMOGRAPHICS?
AMC1
YOU CALL THE RESIDENCE NUMBER AND GET NO ANSWER.
WHAT FOUR LETTER CODE DO YOU USE?
TRES
WHAT ARE THE FOUR WAYS TO SEARCH FOR A CUSTOMER IN THE RELATIONSHIP MANAGER SYSTEM?
TAX ID (CUST ID)
NAME (FIRST NAME, LAST NAME)
ADDRESS (STREET ADDRESS)
PHONE NUMBER
YOU LEAVE A MESSAGE WITH THE BABYSITTER.
WHAT FOUR LETTER CODE DO YOU USE?
LMTC
What is the four letter screen name for the primary screen?
WHAT SCREEN WILL PROVIDE A HISTORY OF PAYMENTS, THE CREDIT SCORE AND WHEN LATE CHARGES WERE ASSESSED?
HISTORY SUMMARY
(AMHS)
THE SIGNER CALLS IN AND AGREES TO PAY VIA WESTERN UNION QUICK COLLECT, YOU TAKE THAT AS A PROMISE.
WHAT FOUR LETTER CODE DO YOU USE?
BRTO
DOES THIS CUSTOMER HAVE A LOAN ACCOUNT?
YES
HAS ONE INSTALLMENT LOAN (AL)
THE CUSTOMER SETS UP A PHONE PAYMENT.
WHAT FOUR LETTER CODE DO YOU USE?
PTPT or HELP
What are the two ways to search for an account in collections system?
Account # (KOI1)
Queue KOIQ
WHERE CAN YOU GO TO SEE IF A CUSTOMER HAS HAD AN EXTENSION?
AMAI
A SPOUSE WHO IS NOT ON THE LOAN CALLS IN AND REFUSES TO MAKE A PAYMENT ARRANGEMENT.
WHAT FOUR LETTER CODE DO YOU USE?
SBTO
IN THE APPLICATION COLUMN ON A CUSTOMER’S PROFILE, WHAT THREE TYPES OF ACCOUNTS ARE WE GOING TO WANT TO LOOK FOR?
AL= Loan
ST=SAVINGS
IM=CHECKING
THE PHONE IS DISCONNECTED.
WHAT FOUR LETTER CODE DO YOU USE?
DISC
What F - Key lists the account history?
F4
IN THE AMHS SCREEN, WHAT LETTER DO YOU TYPE TO GET A BREAKDOWN OF THE PAYMENT?
S FOR SPECIFIC
THE CO-SIGNER CALLS IN AND REFUSES TO DO A HELP PAYMENT,
WHAT FOUR LETTER CODE DO YOU USE?
CBTO
GIVE TWO INSTANCES WHEN YOU WOULD NEED TO USE THE RELATIONSHIP MANAGER SYSTEM.
WHEN A CUSTOMER DOES NOT
HAVE THEIR ACCOUNT
NUMBER
- TO GET ADDITIONAL ACCOUNT NUMBERS (I.E DDA, LOAN)
Customer states that they want to pay but are unable to at this time.
Customer states that they want to pay but are unable to at this time.
NAME BOTH THE SCREEN NAME AND F-KEY THAT PROVIDES THE SOCIAL SECURITY NUMBER.
SECONDARY ACCOUNT INFORMATION (KOIB)
F7 KEY
WHICH SCREEN PROVIDES THE PAST DUE BILLS?
AMPS or AMPD
YOU CALL THE CUSTOMERS CELL PHONE NUMBER AND LEAVE A VOICEMAIL
TCEL
YOU CALL THE CUSTOMER AND THE CUSTOMER STATES THE PAYMENT IS ALREADY IN THE MAIL
PMML