Team Originators JEOPARDY

Mortgage Resources

100

According to our guidelines, can a member get a Conforming Investment MTG on a Duplex?

https://myenet.nfcu.net/content/eNet/en/home/lending/mortgage-and-equity/Programs_at_a_Glance/ConformingFixedRate15YearInvestment.html

200

What is the LTV maximum for a 15/30 Year Conforming Conventional Mortgage on a single family Manufactured Home?

https://myenet.nfcu.net/content/eNet/en/home/lending/mortgage-and-equity/Programs_at_a_Glance/ConformingFixedRate15and30Year.html#contentArea_text1

300

What is the LTV Adjustment to the base interest rate for a Jumbo Conventional MTG (Loan = $975,000) at 95% LTV?

https://myenet.nfcu.net/content/dam/myenet/mortgageandequity/rate-sheets/Rates%2011232021.pdf

400

How many mortgage calculators do we have access to?

17

https://myenet.nfcu.net/content/eNet/en/home/MCM/mortgages/mortgage-counseling/mortgage-rates---calculators.html

500

Is Idaho a Community Property state?  (VA MTGs)

https://myenet.nfcu.net/content/eNet/en/home/lending/mortgage-and-equity/EmpowerIndex/field-msa-index/CommunityPropertyStatesforVALoansREF.html?ck=1635614756771&ck=1637276971809

MISC / RANDOM

100

Where do I find out about discounts that I'm eligible for outside of Navy Federal?

NFCU.Perkspot.com/login

200

Where do I find Self Paced Learning tools?

https://navyfederal.csod.com/catalog/CustomPage.aspx?id=221000376&tab_page_id=221000376&tab_id=221000601

300

Where can I find the latest PIP update?

https://myenet.nfcu.net/content/eNet/en/enethome/human-resources/pay-and-timekeeping/incentive-pay-pip/latest-pip-update.html?ck=1637968526224

400

Where can I find information on how to become more involved in my community?

https://myenet.nfcu.net/content/eNet/en/enethome/get-involved.html

500

How can I recognize a colleague who's gone above and beyond to help either myself or a member (or both)

https://myenet.nfcu.net/content/eNet/en/enethome/organizations/cco/CCPI/peer-2-peer-recognition.html.html

CORE

100

what is the cut off time for and ACHO transaction?

1830ET

https://myenet.nfcu.net/content/eNet/en/home/contact-center/core/COREJobAids/transactions-cutoff-times.html

200

What 2 ways can you view any alerts a member may have on their accounts?

 Member Verification box. 

Member Summary screen: 

https://myenet.nfcu.net/content/eNet/en/home/contact-center/core/alerts.html

300

Can you reactive members accounts that are in an inactive status?

Yes! 

If a member's accounts meet the conditions to be assessed a fee, take one of the following actions in order to reactivate the account.

• Advise member of the account status and potential fees, and encourage them to begin using their account.
• Attempt to open another product or service or encourage the member to raise the account balance above $50 to avoid the $3 quarterly fee.
• For a temporary fix, offer to transfer a small amount of funds between the accounts. In this case, the account will return to active status after posting.

If the account is closed, determine if the account can be reopend:

• Membership Savings Account: may be reopened within 30 days of closure even if the member is no longer within our field of membership. Outside of the 30 days, determine if the member is eligible for membership. 
• Non-Membership Accounts: may be reopened as long as the closed account still appears in UAD.
  • CCO: Transfer the call to Account Services to be reopened.

https://myenet.nfcu.net/content/eNet/en/home/MCM/Membership/abandoned-accts/inactive-dormant-accts.html

400

What are the steps to access a members email history?

Click on member profile in UAD and then scroll to bottom and click on member email history this allows for access to member emessages to and from us

500

Who should we contact if a member calls and says the owner of the account is deceased and it is a new case to NF?

When a member passes away, report the death to Survivor Support. Survivor Support is a specialized department dedicated to helping the deceased member's family handle their financial affairs with Navy Federal to ensure those entitled to the funds receive them in a timely manner. Survivor Support completes:

• The settlement of all Navy Federal accounts.
• The establishment of estate accounts.
• Gathering as much information as possible without invading privacy or causing undue stress.

The person notifying Navy Federal of a member's death is known as the point of contact (POC). 

Wizards

100

Where can the Mortgage Escalation Wizard be found?

https://sharepoint.nfcu.net/org/cco/CCOT/Text%20Generators/MortgageEscalation.html

https://myenet.nfcu.net/content/eNet/en/enethome/organizations/cco/CCOMET/Training_Ops_Risk/the-wizard-s-workshop.html  (Wizards Workshop then select Escalation Wizard)

200

Where can the Wizard to help route Business Member calls be found?

https://sharepoint.nfcu.net/org/cco/CCOT/Text%20Generators/BusinessServicingWizard.html

300

According to The Wizard Workshop what are the Top 10 Wizards?

https://myenet.nfcu.net/content/eNet/en/enethome/organizations/cco/CCOMET/Training_Ops_Risk/the-wizard-s-workshop.html

400

What Wizard can I use if I don't know where to route a call?

https://sharepoint.nfcu.net/org/cco/CCOT/Text%20Generators/Call_Transfer_WizardENET.html

500

What Wizard do I use to help me determine if someone is eligible for Membership?

https://sharepoint.nfcu.net/org/cco/CCOT/Text%20Generators/eligibility.html

Navy Federal Online

100

Does the NFCU branch in Reston VA on Fountain Dr have mortgage counseling available?

This branch is listed as Full Service and states it has Mortgage Counseling available.  It is suggested to reach out to the branch to confirm.

200

Are there any ATM's in Zipcode 43302 that take deposits for NFCU members?

Yes.  There are several correct responses here.  The first one listed is United Federal Credit Union on Campbell Rd.

300

What resource can a member use to find out how much they may qualify to buy a home for?

https://www.navyfederal.org/loans-cards/mortgage/calculators/mortgage-qualification-calculator.html

400

Where can a member find information about Life Insurance?

https://www.navyfederalinsurance.com/NavyFederal#/Welcome

https://www.navyfederal.org/financial-group/life-insurance.html

Or Warm Transfer to Navy Federal Financial Group

500

Where can a member get information on lending products Navy Federal offers to Businesses? 

https://www.navyfederal.org/services/business.html