Account Status
What will not work if an account is PD01?
What is the card/pin reset.
How long before an account is taken off penalty pricing?
What is 12 months.
What screen shows welcome offer for EBT (new clients)?
What is MATO
What level of changes can a general inquiry admin make?
What is none.
CW34/35 with "POT ATO" notes on an account, what is the next course of action?
What is call fraud
A client misses a payment 2 times in a 12 month period. What happens to their account?
What is penalty pricing
What screen(s) shows if an account is under penalty pricing?
What is IATD/IPDH/IAPS/
A full admin requests a pin reset for the owner. How do you proceed?
What is ask owner to call
Account is CR (credit revoked). Which department services this account?
What is AMU/Collections
At what rate is the CEBA loan being charged to clients who did not qualify for partial forgiveness?
What is 5% per annum, payable monthly
What screen shows the expiry date of an EBT/date client has to pay back in full?
What is ITCH
Co-applicant calls to change address at entire account level (includ primary). How do you action the call?
What is proceed with account level changes
Expired card, RD status on account and last purchase was 2021 on SB MC. What is the next step?
What is New app/create opp
When did interest start accumulating on CEBA repayment loan?
What is December 29th 2023.
What does ECI value 2 found under IFRD transaction mean?
What is RSA decline/call fraud
2 owners on account, primary calls to close the account. How do you proceed?
What is call sb lending
What status will prevent you from sending out a card?
What is OL %
What screen shows YTD (year to date) interest paid by client?
What is second page of IAGI.
Primary requests business name change (CC already updated). How do you proceed?
What is call sb lending.