Easy Street Trivia

10 Questions

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Easy Street Trivia

Test your East Street Knowledge! Answer each question to the best of your ability. No cheating!


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Questions and Answers
  • 1. 
    You are talking to Mr. Smith about his status on his account.  He was the original caller but now his wife gets on the line.  What should you do?
    • A. 

      Answer any questions she has on her husbands account

    • B. 

      Ask for her name and tell her she is on a recorded line

    • C. 

      Ask for her name, let her know she is on a recorded line, and get permission from her husband before you speak to her about his account

    • D. 

      Refuse to talk to her and speak only to her husband

  • 2. 
    Follow the call flow: If the customer is considering or changing thier deferrals up or down you must cover how the _______ ______ will be impacted.
  • 3. 
    Melissa is taking a withdrawl from her 401k account.  She is 30.  What things do you need to cover with her about this withdrawl?
    • A. 

      State taxes (if applicable)

    • B. 

      Federal taxes

    • C. 

      10% penalty

    • D. 

      All of the above

  • 4. 
    You just processsed a loan for Mrs. White.  What things should you have covered?
    • A. 

      Max number of outstanding loans

    • B. 

      Pro's and Con's

    • C. 

      Frequency

    • D. 

      All of the above

    • E. 

      Only A and B

  • 5. 
    You must verify the customers _____ _______: house #, street, city, state and zip code
  • 6. 
    Mark wants to take a loan on his account, but he doesnt have one available.  What can you do for him?
    • A. 

      Tell him there is not a loan avaiable at this time and to try again later

    • B. 

      If there is a loan outstanding already, give him instructions to pay that loan off to take a new one

    • C. 

      Look to see if there are any withdrawls available

    • D. 

      Look to see if there are any hardships available

    • E. 

      C and D

  • 7. 
    Read all _____ to the customers and the confrim in full.
  • 8. 
    True or False?You need to read the market edit anytime you open loans/withdrawls regardless of why you are going there.
    • A. 

      True

    • B. 

      False

  • 9. 
    Make sure you _______ the call and use the call flow to transfer correctly. 
  • 10. 
    "All amounts we discuss are ___ ___ prevoius market close."