Show:
Excel Tips/Training Site/Security
Robbery Training
CU Lending
DISC
100

What is the name of the training site?

BAI

100

How much bait money are MSR's to maintain in their cash drawers?

$100

100

How can you send an inquiry about a mortgage loan?

Click on the link under the Allied Healthcare “Home Loan” tab and click on “Click Here”

100

What was our main purpose for the team taking the DISC assessment?

To get a better understanding of how each of us communicates!

200

What is VLOOKUP?

Formula used to find and use data from another spreadsheet or tab

200

What time can a robbery take place?

Anytime. Robberies are not scheduled. 

200

Who are our contacts at CU Lending?  

Angela Scalise is the main contact

inquiries should be submitted through the Allied Healthcare mortgage link.

200

Where is DISC best used?

Anywhere

300

When freezing the pane where should your cursor be?

At the place you want to start freezing

300

True or False

After a robbery you should secure the robbery area and touch everything?  

False. you should secure everything but do not touch anything in the robbery area

300

What is Frannie Mae / Freddie Mac

  • Fannie Mae and Freddie Mac are the agencies that create all the mortgage guidelines that mortgage banks all over the USA follow. These agencies are regulated by the Consumer Finance Protection Bureau (CFPB) JUMBO Loans and FHA loans follow different guidelines.


300

What does the I in DISC stand for?

Influence 

400

What are the ways you can be phished?

1. Email

2. Text

3. Phone

400

Two responses all are needed to win 


When observing a robber what are the main things to look out for?

- Distinguishing Characteristics

-Are there any Weapons

- The things the robber toughed 


400

As far as down payment, what is the difference between FHA and Conventional loans? 

1. minimum down payment for FHA is 3.5% 

2. and minimum down payment for conventional loan is 5% 

***BUT if the buyer is a 1st time buyer the minimum down payment for conventional loans is 3%... this is truly the only “real” 1st time buyer loan. FHA buyers do NOT need to be first time buyers

400

What does the S in DISC stand for?

Steadiness

500

What can you do if you get an email from an unknown source? multiple answers required to win

1. Report the email as a phishing alert

2. Preview email if option is available.

3. Hover over the link- look out for websites that it is linked too

4. Look for misspellings, too much punctuation

500

4 responses all are needed to win 


 After a robbery what should be done?

  • Trigger the alarm to make sure law enforcement is alerted
  • Alert co-workers
  • Collect witness contact info
  • Preserve the scene
  • Collect Witness Statements
  • Maintain Calm
500

How are credit union mortgage loans different then “big box” mortgage bank loans

N

500

How many different DISC styles do we have working at the CU?

6