Skips/Partials
The timeframe the client needs to notify us about payment requests to ensure we have time to review and update.
What is 5-7 business days?
Minimum balance we can add debts into the program.
What is $500?
The meaning of inconsistent payer.
What is 2 skips or 4 partial payment within a rolling year?
We send remove debt quote requests to this person.
Who is Tiffany Keever?
3 examples that mean the debt is secured.
What are house, furniture, or educational debts?
The timeframe we schedule out a rescheduled payment.
What is 2 business days from the day of the request?
The 3 things to check when a client wants to add debt into the program.
What is a statement from the last 90 days, if the debt is at least $500, and if it's an unsecure debt?
The meaning of NSF/Rescheduled status.
What is we verbally spoke with the client and they are able to reschedule their payment?
The director of Negotiations.
Who is Jameson Dettle?
The level of complaint when a client states they hate the sound of a specialist's voice.
What is a level 4 complaint?
These are options we can provide a client rather than skipping a payment.
What are making a partial, moving the payment to a later day in the month, what is changing monthly auto draft date that works best for the client?
What we ask for if we a client doesn't have a statement.
What is the full account number or the last 4 digits?
This is grounds for termination.
What is 3 NSFs in a row?
Payment denials should go to this person.
Who is Nicole Taylor?
The process of handling 1099cs for an unenrolled account.
What is email 1099c to the client and close the ticket?
The 2 ways to determine what partial payment amount a client can make.
What is half their normal draft, or add up monthly settlement payments plus $100 for margin of error?
True or false, we need to ask for proof if a client states they want to remove a debt because they paid it off outside of the program?
What is False?
Default confirmation emails get sent by this person.
Who is Nicole Taylor?
We send the ticket to this person for SCC.
Who is Eric Pasillas?
The timeframe a creditor legally has to send us a LOS before we can attempt to request one.
What is 30 days from the last payment made on the settlement?
The reasons we auto deny the client's skip payment request.
What are, active lawsuits, the client is deficient, the client has an inconsistent payment history?
Denied or approved?
The decision when a client wants to add a RBC Bank to the program.
What is denied?
The email we send on the 5th attempt for a client that is deficient and is an inconsistent payer.
What is NSF/Possible Default email template?
Settlement offers go to this person.
Who is Melissa Weilert?
Reasons to terminate a client's file.
What are:
Client expressed in writing to terminate representation
Inconsistent payment history
Client missed 2 or more drafts consecutively
Client closed the RAM account without telling us
The RAM account is on hold and the client is unresponsive.