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POP QUIZ

A visually appealing illustration of a finance professional reviewing account information, with elements representing fees, payments, and customer service interactions.

Understanding Account Management

Test your knowledge on account management practices with our engaging quiz! Designed to enhance your understanding of key policies and procedures, this quiz covers crucial topics in fee discussions, payment authorizations, and servicing protocols.

Join us to:

Assess your grasp of current account practices.
Identify key areas that require attention.
Improve your overall account management skills.

5 Questions1 MinutesCreated by LearningLeaf54

When should we discuss fees on the account?

Always

Only when eligible for it to be waived

Never

Do we read the payment authorization in full? (SELECT ALL THAT APPLY)

Skip to "or it's servicer after the 2nd comma

Skip to "or it's servicer after the 1st comma

Read it to it's entirety

All of the above

Can we service a FW account on a CRB line?

Yes

No, this has to be transferred to FW line

Maybe

John Doe is current and next due date is tomorrow, when will a late fee be assessed?

7/1/22

7/2/22

6/29/22

6/31/22

Should we notate every account? (Select all that apply)

Yes

Only PSL/PBU accounts need to be notated through the PBU/PSL form

Only if it pulls up something on salesforce for you to notate

All of the above

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