Spider-Man
Team members will use _____ to locate an account if the caller does not have the loan number on hand.
LSCH
In the HAZ1 screen, using the _____ key will allow team members to view the payment address of the customer’s current insurance policy.
F6
For escrowed loans, team members will update a code of _____ in the Pay Type field to indicate an agency-billed policy.
3
Team members will use the _____ screen to perform a security verification on the caller.
SER1
Team members can use the _____ screen to verify the flood zone of a property.
FLOD
When an agent confirms the mortgagee clause is correct on the policy, team members will update the MTG CL field with a(n) _____.
R
When customers do not want a payment to go out for their current policy while they shop around for a new one, team members must place a disbursement stop in the _____ screen.
SAF1
Team members will notate 100% of calls using the _____ screen.
HAZN
Team members can try to locate authorized third party callers by using the sub-screens within the _____ screen.
MAS1
Team members must verify U.S. Bank employees on the _____screen.
PRO1
Team members will update verbal information from the agent on the _____ screen.
HAZ1
Team members will use a disbursement code _____ in the DISB CD field to request a payment that is due more than fourteen days from now.
1
Team members will use a disbursement code _____ in the DISB CD field to remove a pending disbursement.
2
For payment research, team members may use the _____ screen to view a history of payments for all buckets.
DHST
VISUAL (15)
What month and year goes in the DUE Field:
05/21
Visual (16)
What month, day, and year goes in the EXPIRES Field?
05/01/21
Visual (21)
What would I type in the top field to update the deductible?
HDED
Visual (27)
What would I put in the DISB CD field to schedule the payment?
1
Visual (29)
What month and year goes in the DUE field?
04/22
Visual (30)
What month, day, and year goes into the EXPIRES field?
04/15/22
Escrow
Visual (35)
Is this loan paid off?
Yes
Visual (36)
What happened on 01/28/20?
The line was updated, but it was not paid.
Visual (37)
What was the amount of the last disbursement for the policy?
451.18
Visual (42)
For this overnight payment, what goes in the DISB CD Field?
Leave Blank