Miss Joelene
What happens when a Customer does not satisfy Merchant requirements.
What is we withdraw the application.
List any two functions found on the Review Application Page.
What is Name, SS, DOB plus a bunch more
What are the three main components of a pending note?
What are Mode of Contact (CCI,ICC)
Number contact was made on
What is outstanding
What was achieved
What is the Max eligible amount for a Green 2 level loan has how many months to be paid in full?
$1750.00
9 months
What does LMS stand for?
What is Loan Management System.
What are the two ways Customer contact is made.
What is inbound and outbound calls.
These are the two requirements a Customer must have to apply for a loan on our website.
What is Full Social
Checking Account
Plus Others
What is the name of our Merchant?
What is Maxlend.
What does MPIL stand for?
What is Multi Pay Installment Loan
What are the amounts a VIP can borrow by rewards level?
What is
Silver 2000
Gold 2250
Platinum 2500
The only way we accept a loan applicant paid by paper check.
What is the Customer is a VIP.
What are the three security requirements the Account Specialists must verify?
What is Last 4 of SS
Full name
DOB
What are the three repayment options we offer?
What is Pay in Full with no penalty
Pay Scheduled amount
Pay Scheduled amount plus any additional amount toward principal balance
What Does LPLH Stand For?
What is Loans per Labor Hour
What iGNA?
What is Intelligent Get Next Application.
Explain two ways we can verify applicant employment.
What are Bank statement
Call work line, brand company name, ask for customer full name and wait for acknowledgement
Call bank to verify 2 most recent paystubs
What is the name of the law governing financial institutions
What is Gramm Leach Bliley Act
When is the purpose of the change due date option on the review application screen?
to ensure the correct 1 st due date is populated
How many ACH Processors are there and list them.
What is three; Advantage, Carmel Solutions, and Viking.
If a customer does not contact the merchant with any arrangements, what is debited on the customers due date?
What is the Scheduled Payment amount only.
In what area of Tran do Account Specialists verify Customer Information?
Customer Maintenance
List the reward levels.
What is
Green
Green 1
Green 2
Silver
Gold
Platinum
How is the max eligible amount determined?
What is TRAN determines the max eligible amount based on customer income.
What are the three note templates in the note folder used by an Account Specialist?
What is Verbal New Customer
Verbal VIP Customer
Custom Note
What are the two types of schedules.
What is
1.Original Payment Schedule
2.Current Payment Schedule