This June 2013 training quiz focuses on office policies and procedures including mail surveillance, communication response times, client interactions, and documentation practices, essential for compliance and operational efficiency.
3 Days
2 Days
4 Days
1 business day
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True
False
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1
2
3
0
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You answer the question the best you can
Place the call hold and discuss the answers with a manager or attorney
Look up the answer on the web
Tell them that you don’t know the answer and end the call
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True
False
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Confirm their address
Confirm the last 4 digits of their SSN
Confirm mother’s maiden name
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You keep talking to them and give legal advice
You Stop the call immediately and advise the borrower that their attorney will need to contact us
Since they are so nice, you answer all of their questions
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True
False
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A note from their mother
Signed authorization from the borrower allowing us to speak that specific person on the phone
Signed authorization from the borrowers spouse (assuming that the spouse is not on the note).
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Public information only
Any and all information
Whatever info that is helpful
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Robert Aronowitz
Stacey Aronowitz
Joel Mecklenburg
All of the above
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Talk to your fellow co-worker
Put a note in the “Suggestion” box
Put a note on the community board
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True
False
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True
False
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Junior Lienholders
Clients
Homeowners/ Borrower’s Attorney
Homeowners Associations
3rd parties
None of the above
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May
Should
Can
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True
False
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True
False
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Loan number
SSN
MIN numbers
Names and addresses
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On top of our desk
Trash can
Locked shredder
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