Originations Day 1

A modern office setting with a phone, computer, and documents, illustrating a customer service representative assisting a client with loan inquiries.

Originations Knowledge Quiz

Test your knowledge and proficiency in handling customer calls related to loan originations. This quiz is designed to reinforce your understanding of essential processes and policies.

Evaluate your familiarity with banking information protocols.
Understand state-specific lending requirements.
Become adept at navigating internal systems and procedures.

13 Questions3 MinutesCreated by AssistingEagle237

When the customer is calling in we must always mark our calls and read notes

True

False

Which tab can I find the customers banking information?

Loan Documents

Payment Schedule

Customer Information

Loan History

In which state do we always require a pay stub from the customer?

In Texas what is the loan term ?

Maximum of 180 days

In order to do a bank change the first step is to call the bank and get the correct information

False

True

The customer calls in and his loan amount on the application is $1000, we did the bank call and he is only approved for $350 dollars. Which button will allow us to change the loan amount?

Update loan

Refresh

Submit for approval

In which state do we offer payday and installment loans

When the status of the loan is Default in the JAGLMS which queue will you transfer it to?

4123

If the customers phone number is a residential number in a state we do not lend to, what information do we require?

POA

what does the acronym cci mean ?

Customer called in

Originations Day 1

Originations Knowledge Quiz

More Quizzes