So You Think You Know the Manual?

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Across
  1. 2. Customer paid off their last loan through their bank account, they have never had an R01 and do not need an ACH BS, they must at least be applying for their ___ loan in order for this scenario to be true.
  2. 4. Customer calls in to make a payment, we haven't spoken with them in over 2 months, what do we need to get from them?
  3. 6. Customer calls in to add more funds. They have an active loan with us and on their previous loan, they were garnished. They have made 4 or more on time payments. What must they do in order to receive additional funds?
  4. 8. OSI, Customer uploads PS1-2 and a current military ID, what other documentation do we need?
  5. 10. Exclusive customer calls in, DEMOS have been recently updated, what up to date documentation do we need to make sure they have on file?
  6. 12. Customer's family member calls in informing us they have died. They cannot find a death certificate, what other document would we accept?
  7. 13. The 4 things we need to confirm for every payment are method, date, amount and?
  8. 14. Customer calls in applying for their 2nd through 6th loan, they were garnished on their first, how many months must we wait before we can proceed with another application?
  9. 15. Customer calls in to refinance and wants to make their first payment in 3 weeks. How much of their principal needs to be paid down in order for us to do this refinance?
  10. 16. If a customer is applying for annuity benefits and is under the age of 60, what other documentation do we need to request in order for us to be able to proceed?
Down
  1. 1. Only residents of UT or ID that are on their 2nd loan could potentially receive their funds through a
  2. 3. How many points does a customer need to have for them to be able to redeem a $25 dollar gift card?
  3. 5. A 3rd Party agency calls in wanting to discuss details on a customer's account. What do we need to make sure we have before continuing the call with the 3rd party agency?
  4. 7. When a first contactor completes an application, who does it go to?
  5. 9. For some retirement customers, they do not receive and awards letter, instead they may receive a tax form or a
  6. 11. If it is during busy season, this can be started at 9:30am on Monday.