These are 3 of our Core Values
What is: Customers First, Best Answer Wins, Operate as an Owner, Accountable for Results, Top Talent and Teamwork.
The Order in which payments are allocated
Interest, Then Late Fees , then Principal
The name of the website we use for KBA
What is Lexis Nexus
What three questions must you ask to secure an unauthenticated call?
First and Last Name, Last 4 digits of the SSN, and Full DOB
How many times can a Bank customer refinance?
Never
If you need to take intermittent leave for an ongoing health issue, which 3rd party agency would you contact first?
Sun Life
A monthly CST can only have 1 of these every 6 months
What is a Deferral
Instead of a VC we can use this
What is a signed and stamped Bank Letter
This prevents us from updating a CST bank acct after funding
What is a Pending Payment
A customer living in a state where NetCredit is the lender and owns the loan is known as?
NetCredit Core
or
NetCredit Direct
What is the software app that you can get job referrals added too?
Greenhouse
What are ACH, Debit Card, Money Gram, Western Union, Paper Check, Money Order
What is the case type used when we are assisting a customer in pre-funding status with the collection of loan processing documentation?
Loan Processing
We request this if EBS "fails"
MR TBS +( VC if its a credit union)
What is Omega
What program do we use to show recognition to other employees?
Spotlight
If a customer has an open Cash-Out Refinance application in LP, they are able to make payments on their existing loan?
False
When is the only time you would open an LP case?
When withdrawing a loan.
What is always needed to reinstate a customers ACH
Written consent
How often are you required to login to CallMiner?
Daily
List at least 5 items you can find on the NC CS HUB
Genesys Cloud Reference/Cheat Sheet
Abbreviations Cheat Sheet:
NetCredit Customer Service Payment Scripting Handout
Partial Payments Form
System Issues Tracker:
Blind Drive
NEW! Points Per Hour (PPH) Guide
NEW! Email Team Request Form:
Manager Task Form (Escalations/Requests):, etc..
Customer requests a one/two day schedule adjustment. What document(s) need to be sent in before we begin to move due dates?
What is No Docs needed
When updating a CST email address while in LP we must do this to the application
What is nothing / Dont withdraw
What can a Third Party Unauthorized User do on a customer’s account
Make a Debit Card Payment with their own Debit Card through Repay
We can update customer information within 4 areas on the customer's profile under account details. What are they?
Personal Information
Bank Account
Debit Card
Employment