Show:
What
How
Where
When
Which
100

What is the minimum line for Business Ink Premier? 

$10,000

100

how to identify true PB apps? 

look up indicators in CA or check application history

100

where on SLD will you find indicators for RM channel application?

Case Details

100

When do you graduate from BCP new hire class? 

May 30th! 

100

name the tool that is used to upload and retrieve documents

Enterprise Image Viewer (EIV)

200

What is a C57 queue? 

Contains correspondence / documents received in writing from customer that may be about recently reviewed application


200

name 1 chapter from vertical IQ

Call Prep Questions

200

Where can you locate the tool KANA? 

Search bar/ Start menu

200

what are some queues for Non-premier RM channel?

L26, H59, H58

200

Which product type allows processing of counteroffer without customer contact?

J&S RM Channel (non-Premier)

300

What is a special request?

A specific requested line by the customer

300

How many lenders are in this class? 


18 

300

Where can you find the special request? 

Case details or UAD screen

300

When do you decline for special request?

if the customer declines the counteroffer or never received correspondence from banker confirming counteroffer acceptance. 

300

Which email is the application routed to when exposure is over $150,000 for a Premier application?

cls.business.card.elite@chase.com

400

What can you speak to banker regarding 

Adverse Action reasons

  • share / discuss final underwriting decision with banker / branch employee upon their request with or without customer being present
  • Provide / explain adverse action / decline reasons
  • Provide credit line when application is approved or account reinstated
400

how long is the application pended for counteroffer?

1 business day or 24 hours

400
Minimum line for J&S Non Premier Rm channel?

$5000

400
When are you required to upload DNBi report to EIV? 

When information is utilized in decision of the application, DNBi findings must be notated, DOC id from EIV. 

400

Which business tool provides with Small Business Financial Exchange review? 

Dun and Bradstreet Finance Analytics

500

CAN YOU PROCEED?

Taxpayer Identification Number (TIN) certification on behalf of customer (SSN, ITIN or EIN)

  • Includes bank error
  • TIN certification must be performed with customer
  • Tell banker customer can contact CLS or Banker can call back with customer
500

How to decline for special request: what prompts to follow on SLD
hint* procedure 38155

  • Modal displays:
    • Can you satisfy the customer’s credit line request?: Select No radio button
    • Does the customer agree to proceed without their credit line request?: Select No radio button
  • Click Continue
500

When are you required to send MS1 letter?

When application is reconsidered same day and declined for different decline reasons.