This quiz is set for the individual Chase Customer Service Mortgage Transactional Agent and to ensure their thorough knowledge of the information released in the Infosource Memo Board for the Month of March in the year 2014. This quiz requires a minimum of 80% for a passing grade and may be taken twice.
Generate and send Payoff Quotes (through MBWS, Online Letters or by opening a route for Payoff Exceptions)
Send Amortization Schedules
Re-qualify accounts for Fastpay
Offer Direct Service Opportunities for Service to Sales
None of the above
Home Equity
Banker Services
Mortgage
Credit Card Services
True
False
March 26, 2014
July 4, 1776
January 1, 3000
December 25, 2014
A new feedback button, which is similar to the Feedback button found on the Intranet
The enablement of the computer screen to be viewable by specialists
A resolution to an earlier defect that did not allow certain documents to open
An updated W9 tax document
(888) 310-7995
(800) 374-0036
(800) 848-9136
(866) 658-2327
Automatic Payments
At least $50 in their account
Chase Checking Account
A Mortgage Loan lasting over 180 months
17th
19th
16th
18th
30
60
90
120
$10
$5
$50
$25
Colorado Avalanche
Eastern America Tsunami
Washington Mudslide
Florida Hurricane
Check
Mortgage Deed
Payment Coupon
ACH Form
April 1, 2014
May 1, 2014
June 1, 2014
July 1, 2014
True
False