Loan Tracker Navigation Quiz

20 Questions | Total Attempts: 462

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Loan Tracker Navigation Quiz - Quiz

Over the last week you have been introduced to the Navigation, usage and behaviors of Loan Tracker. This quiz is designed to test your knowledge of topics discussed during your attendance of your second week of SLS New Hire Training. You have been allotted 30 minutes to complete the quiz. Please review each answer prior to submitting as the online quiz will only allow you to submit the answer once and will


Questions and Answers
  • 1. 
    When you are requesting forms to be sent to a borrower, which tab will you use to create your request?
    • A. 

      Loans

    • B. 

      Contacts

    • C. 

      References

    • D. 

      Previous Information

    • E. 

      Application Tracking

    • F. 

      Skip Tracing

    • G. 

      Letters

    • H. 

      Forms

    • I. 

      Other

    • J. 

      Other Loans

    • K. 

      Documents

  • 2. 
    When requesting an Income-Base Repayment Application form to be mailed to the borrower, what contact code will be used to create your request?
  • 3. 
    If there is an incorrect spelling of a borrower's last name, you may edit the borrower's name using the Edit option within the primary field.
    • A. 

      True

    • B. 

      False

  • 4. 
    When is a Student Loan Specialist required to create an Application?
    • A. 

      Generating standardized notes for call details

    • B. 

      Requesting written documents to be sent to borrower

    • C. 

      After the completion of a verbal forbearance and/or natural cure

    • D. 

      All of the above

  • 5. 
    (Check all that apply) What information is missing or incomplete to update this telephone number as a "Bad Number?"
    • A. 

      Status Date

    • B. 

      Update "Skip Type" to Wrong Number

    • C. 

      Check "Bad Address"

    • D. 

      Check "Bad Phone #"

  • 6. 
    When creating an application for a Natural Cure, a Follow Up Date is not required.
    • A. 

      True

    • B. 

      False

  • 7. 
    (Type the Field Name as it appears in the image below) Which field needs to be corrected?
  • 8. 
    The Status field needs to be corrected. What is the correct status needed for this application?
  • 9. 
    What contact code will Louie use to request an Economic Hardship Deferment?  
  • 10. 
    (Check all that apply) Janet needs to add a Reference to Larry's Loan Tracker account. Check the required fields needed to complete the request to add Larry's reference.
    • A. 

      Name

    • B. 

      Address, City, State, Zip

    • C. 

      Phone

    • D. 

      Relation

    • E. 

      Comments

    • F. 

      Confirmed

    • G. 

      Mail Returned

    • H. 

      Bad Phone Number

  • 11. 
    You need to call the servicer to verify a Natural Cure. The servicer asks you for your school code. What school code will you provide for this account?
  • 12. 
    Janet will check the "Follow Up Completed" Box in order complete this entry.
    • A. 

      True

    • B. 

      False

  • 13. 
    Shirley needs to update Barbara's primary number to 234-567-1375. How will Shirley update this telephone to the primary field?  
    • A. 

      Type Directly into primary field

    • B. 

      Click on the Green Arrow for 330-362-0289

    • C. 

      Click on the Green Arrow for 234-567-1375

    • D. 

      Click on the Edit option in the Primary Tab and add 234-567-1375 to phone field

  • 14. 
    Barry has confirmed and received authorization to call Raquel on her cell phone using the automated dialing system. This entry is complete.  
    • A. 

      True

    • B. 

      False

  • 15. 
    You successfully completed a verbal forbearance for this borrower with all servicers. How many applications will you create?
  • 16. 
    How do you correctly indicate 3303 ATHERTON CANYON DR  HOUSTON TX 77014 as a bad address?
    • A. 

      A. Click on Select, then click on "Bad Address"

    • B. 

      B. Click on Edit, then check box "Bad Phone"

    • C. 

      C. Click on the red X button located to the left of 3303 ATHERTON CANYON DR HOUSTON TX 77014

    • D. 

      D. Click on the red X button located to the left of 832-352-4186

    • E. 

      E. Click on the red X button located to the left of [email protected]

  • 17. 
    Which tab allows you to view paperwork that has been received by the borrower and uploaded to Loan Tracker?
    • A. 

      Loans

    • B. 

      Contacts

    • C. 

      References

    • D. 

      Application Tracking

    • E. 

      Skip Tracing

    • F. 

      Letters

    • G. 

      Forms

    • H. 

      Other

    • I. 

      Other Loans

    • J. 

      Documents

  • 18. 
    (Type the Field Name as it appears in the image below)  Paul needs to complete this Contact note. Which field will Paul need to complete? 
  • 19. 
    Does Louie need to check the box for Follow Up Completed?  Yes or No 
  • 20. 
    When the Servicer grants a Verbal Forbearance over phone, the SLS agent should request a form by using contact code FQ in the Contacts tab.
    • A. 

      True

    • B. 

      False

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