Profile Quiz

10 Questions

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Institution Quizzes & Trivia

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Questions and Answers
  • 1. 
    We go to SNL web to check on how many branches a particular institution has.  What are the two restrictions on when we use a national geo for products? 
  • 2. 
    Which CTS Form do you use to either create a geo or add standard products.  
    • A. 

      Rates and Fees Form

    • B. 

      Markets Form

    • C. 

      Products Form

    • D. 

      Profile Form

  • 3. 
    • A. 

      Products Form

    • B. 

      Rates and Fees Form

    • C. 

      Profile Form

    • D. 

      Pathfinder Control Panel

  • 4. 
    Please take a look at this case:Case #: 12294781Subject: Initial CoverageDescription: Please initiate coverage for Newport Federal Bank (KI 1001012)Account Name: Citizens National BankAccount KeyInstn: 1012819We will initial coverage for Newport Federal Bank AND Citizens National Bank
    • A. 

      True

    • B. 

      False

  • 5. 
    Business is a standard product
    • A. 

      True

    • B. 

      False

  • 6. 
    Please read the following case: Dear All, A New DataTrac Fulfillment Case is created by Jeffrey Filsinger. Case# : 12275514 Subject : Initiate Coverage Description : Please initiate coverage for Sesloc Federal Credit Union, KI 107865. Rates can be found on the website, http://www.sesloc.org.Which CTS forms do we use to ensure proper coverage 
    • A. 

      Rates and Fees Form

    • B. 

      Products Form

    • C. 

      Profile Form

    • D. 

      Markets Form

  • 7. 
    We utilize the ________ Form to fire jobs.
  • 8. 
    Take a look at this case: Case# : 12274060 Subject : 10/1 ARM Description : Please create a new profile and include peers from the clients Consumer profile within the client's Rate Console. This should be to track the 10/1 200K 80% LTV ARM product.  We are tracking all the peers for the standard Mortgage already.Which CTS forms do you use in this case
    • A. 

      Profile Form

    • B. 

      Products Form

    • C. 

      Markets Form

    • D. 

      Rates and Fees Form

  • 9. 
    The Bank Rates team can gather rates from a holding company.
    • A. 

      True

    • B. 

      False