March Memo Board Quiz!

15 Questions

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March Quizzes & Trivia

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.


Questions and Answers
  • 1. 
    Of the following, which is not a responsibility of the Customer Service Mortgage Transactional Team?
    • A. 

      Generate and send Payoff Quotes (through MBWS, Online Letters or by opening a route for Payoff Exceptions)

    • B. 

      Send Amortization Schedules

    • C. 

      Re-qualify accounts for Fastpay

    • D. 

      Offer Direct Service Opportunities for Service to Sales

    • E. 

      None of the above

  • 2. 
    The Dodd-Frank: Deceased Borrower Training effects which of the following Lines of Business
    • A. 

      Home Equity

    • B. 

      Banker Services

    • C. 

      Mortgage

    • D. 

      Credit Card Services

  • 3. 
    What email address should you (the agent) send a request to for customers from Wiscosin who are inquiring about a tax issue involving their escrow?
  • 4. 
    Customers have the option to receive voice alerts.
    • A. 

      True

    • B. 

      False

  • 5. 
    What date will the option for customers to opt in for paperless statements start?
    • A. 

      March 26, 2014

    • B. 

      July 4, 1776

    • C. 

      January 1, 3000

    • D. 

      December 25, 2014

  • 6. 
    Which of the following was not a part of the changes for MBWS that was deployed on March 23, 2014?
    • A. 

      A new feedback button, which is similar to the Feedback button found on the Intranet

    • B. 

      The enablement of the computer screen to be viewable by specialists

    • C. 

      A resolution to an earlier defect that did not allow certain documents to open

    • D. 

      An updated W9 tax document

  • 7. 
    What is the Escalations EO Group Phone number pertaining to Mortgage Escalations?
    • A. 

      (888) 310-7995

    • B. 

      (800) 374-0036

    • C. 

      (800) 848-9136

    • D. 

      (866) 658-2327

  • 8. 
    Customer who are enrolled in the Mortgage Cash Back must have which of the following in order to stay enrolled?
    • A. 

      Automatic Payments

    • B. 

      At least $50 in their account

    • C. 

      Chase Checking Account

    • D. 

      A Mortgage Loan lasting over 180 months

  • 9. 
    Chase extended the late charge assessment date to which day for March of 2014?
    • A. 

      17th

    • B. 

      19th

    • C. 

      16th

    • D. 

      18th

  • 10. 
    How many days do customers have to notify the bank if they feel there is an error in their statement?
    • A. 

      30

    • B. 

      60

    • C. 

      90

    • D. 

      120

  • 11. 
    How much do customers receive from the Paperless Statement Incentive?
    • A. 

      $10

    • B. 

      $5

    • C. 

      $50

    • D. 

      $25

  • 12. 
    What natural disaster impacted Chase customers in the end of March?
    • A. 

      Colorado Avalanche

    • B. 

      Eastern America Tsunami

    • C. 

      Washington Mudslide

    • D. 

      Florida Hurricane

  • 13. 
    What 2 items are needed when sending in a payment to the assigned lockbox? (customers are failing to send in one of these items and it causing payment application issues)
    • A. 

      Check

    • B. 

      Mortgage Deed

    • C. 

      Payment Coupon

    • D. 

      ACH Form

  • 14. 
    What date will customers begin receiving statement inserts and emails notifying them of their upcoming Annual Escrow Analysis?
    • A. 

      April 1, 2014

    • B. 

      May 1, 2014

    • C. 

      June 1, 2014

    • D. 

      July 1, 2014

  • 15. 
    i-Vault is purging over 220 million letters from Infosource, Ture or False?
    • A. 

      True

    • B. 

      False