Collections Day to Day
True or false: Your ADP clock in time is how leadership tracks your attendance.
False
This product can not have an escalator added.
Loan
This section will tell you if an account is SEH or SNH.
Lead source
True or false: When calling an account with multiple contacts you only call the primary.
False
You are required to make this many attempts on your payment plan cases and also do what to the case?
3, notate your attempt
This is the number of times you can call a customer per day.
3
Scenario:
Victoria Monet calls in wanting to know when she will get her production guarantee credit. Victoria is a Loan Storage Florida customer with an inservice date of May 1, 2018; when should she expect her production guarantee credit if owed one?
She does not qualify because she is in the State of Florida.
You will send this if requesting to pull a call prior to November 9, 2023.
Call object identifier
You must give this many warnings before you can announce you are disconnecting a call when your customer is using profanity.
2
You have to wait this number of days before opening a reconnection case when your customer pays with a debit card.
5 business days
These are the four intiial payment options for payment plans:
1/2, 1/3, 2 months and 1 month
These customers get an automatic 1.9% escalator.
Lease storage PR
The write off balance will be located here.
System history
"I'll be more than happy to check the status of your case." Is an example of a what?
Acknowledgement and assurance statement
Billing history request are submitted here.
New Stage Tracker
When sending an expedite email to leadership it must include what
Case number, work order number, case info, what you found, what the issue was and what you need from us.
This option allows the customer to make all the reamiing monthly payments at one time.
Which product(s) gets this option?
Prepayment. Lease and PPA
It is in this section you will find PGO reviews.
Notes and attachments
These are the 3 reasons that a supervisor callback will be denied.
The customer has already spoken to a supervisor, the attempts to reach the customer by a supervisor failed, you did not do everything you could to resolve the issue before offering a supervisor callback
The customer must provide you with this information when they advise you they have filed for bankruptcy.
Case number for their claim and their lawyer's name, phone number and address.
While reviewing an account these are the main sections on the system page you should review.
Billing, billing overrides, customer payments, cases and billing dunning.
Customers who reside in these two places have the option to "Buyout" their Lease/Lease storage after 5 years.
California and Puerto Rico
In this section you will be able to locate ACH discounts for acquisition accounts.
Billing: recurring invoice adjustments
Not doing this will result in an automatic zero if you do not do this while getting payment information from your customer.
Pause the recording to enter the payment information and then resume it.
A customer who has payments returning for "Failed on Submission" rejectons will need to be sent this to fill out and return to us.
Chase Negative File Form