When the member needs help to avoid financial difficulty.
What is preventive counseling?
Screen shows if card is open or closed and the reason for the closure.
What is MASC?
The current maturity date for a loan is located in what screen.
What is AMAI?
When receiving a transferred call, the inbound call identification process .
What is the counselor’s responsibility to confirm with the transferring representative if the member has been identified (name, SSN, DOB, and codeword)?
Bazinga!
What is the Big Bang Theory?
The PFM tagline.
What is partners in your financial success?
Screen shows the payment history on a credit card for the past twelve months*
What is IAPH?
The title for a collateral loan is located through what system.
What is VINtek?
Member's income is sufficient to meet current obligations and no identified hardship
What is unable to assist?
Yabba dabbo doo!
What is the Flintstones?
PFM does not submit or approve extensions for the following account types.
What is small business loans, shared secured/pledge loans, and secured credit cards?
What is WCRC?
Screen shows the original payment for a loan.
What is AMBS?
A letter is sent to the member when determined that the PFM cannot provide assistance and the member is current.
What is adverse action letter?
To the Batmobile!
What is Batman, Batman?
When the member is financially stable, but wants to find ways to better utilize resources.
What is productive counseling?
Screen shows you were the rate applied to the credit card.
What is MATO?
Member has "____________" days to sign promissory note.
What is 16?
The counselor must state the "_____" at the start of all applicable calls, prior to releasing any information.
What is Recorded Call Consent?
Did I do that?
What is Urkel, Family Matters?
When the member is in financial crisis and unable to meet his/her contractual obligation to creditors.
What is remedial counseling?
Screen shows fixed payments and beg/end dates.
What is MPMT?
The disclosure has to be read to the member/cosigner when submitting for a refinance.
What is MAPR?
When adding or editing a"___________", counselors must ensure that this disclosure is read verbatim, as it appears, and clicks the confirm acknowledgement link.
What is mobile phone number?
Live long and prosper.
What is Star Trek?