Team Greenzee Huddle Jeopardy

Get to Know Team Greenzee!!

100

what is kristen's favorite color green, pink, purple, or red?

Purple

200

What is Paulina's dog name?

Maverick

300

How many kids does mario have? 

4 kids 2 girls and 2 boys

400

what is Kandice's favorite dish?

Mac V Cheese 

500

What is Shonna's Favorite City?

Seattle  

Where the Knowledge Begins

100

In what chapter can we find info on billing cycles & generation date?

CSCC17 - Payment Methods, Processing, and Research

200

In what chapter can we find info on wiring instructions?

CSCC06 - Payoffs

300

In what chapter of P&P can we find info on borrower adding loan to LLC? 

CSCC05 - Assumptions

400

In what chapter in P&P can we find info about waiving lc's and nsf fees?

CSCC08 - Removing-Waiving Late Charges and Non-Sufficient Funds Fees

500

What chapter in the source talks about verification?

ALLCH08 - Customer Authorization

Into D7

100

In D7, What screen do we use to check on late charges?

FEE1

200

In D7, What screen can be used to see a construction loan bill? 

ELCU/BILL

300

In D7, Where can we check credit reporting history?

DLQ1/CBRH

400

What are the 2 screens we can look at to check if borrower is enrolled in paperless?

•mas1-econ  &  •mas1=pyt1

500

In D7, Where can you check for additional auth 3rd party?

Mas1/add3

Commenting The Codes

100

What comment code do we use when there is no caller available?

ZGNOCT  - NO CALLER ON THE LINE

200

What comment code do we use when checking a payments from the past? 

ZPHIST -PAYMENT HISTORY INQUIRY

300

Borrower called in about a payment not applied correctly

what comment code do we use after the call?

ZPMSAP – PAYMENT MISAPPLICATIONS

400

Your calling a borrower back to follow up on an inquiry

after your call what comment code would you use?

ZPMSAP – PAYMENT MISAPPLICATIONS

500

borrower paid bpo for an appraisal what comment code would you use at the end of the call?

PMIAFE  - TO INDICATE BORROWER PAID OVER THE PHONE FOR BPO OR APPRAISAL

Giving The Task

100

Borrower calls in to let us know their credit reporting is not correct and they believe there is a mistake in our end. what task do we open?

CRDCOR

Turn Time: 30 business days

Form of Contact: Letter

Method of Contact: Mail

• Used to correct error in credit reporting
• Advise customer to fax in required documentation to 866-350-2034
• Include following in task notes:
  • Reason for correction
  • Months needing corrected

200

What is a PMTAPP task used for?

• To have misapplied payment applied correctly
• Have a payment send back to a customer via check
• Move funds from one US Bank account to another  
• To apply escrow overage to another location on account

300

What task do we use to have funds in suspense applied to the account?

PMTCSH 

Turn Time: 3 business days

Open to have funds in suspense applied to account

400

A borrower is calling to provide us with new account info for auto pay. What Task should we open? 

ACHREQ

Turn Time: 2 business days

Form of Contact: Letter

Method of Contact: mail

 

500

What task do we open if a borrower want to initiate an escrow account

ESCINI

Turn Time: 7 business days

Form of Contact: Letter

Method of Contact: mail

• Used to initiate an escrow account.
  • Account must be current
  • Customer must fax in current tax and/or insurance bills to 877-903-6972o Customer responsible for any bills due in next 90 days
  • Customer will be sent letter within 10 business days advising of initial escrow deposit with date the deposit is due
  • Include items to be escrowed and amounts if available in task notes