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Tier 3 Integrated Staff quiz

Tier 3

  1.  
    Which Product/Plan will not pay a $295 fixing fee
    A. R28S B. T56S C. U34S D. U28
  2.  
    which one is NOT a check needed for the Parental Leave Option
    A. Fast Track Loan B. Repayment Type C. Product Type D. Loan Classification E. Arrears
  3.  
    Which Variation process IS logged in is Logged in Fynix
    A. Subdivision B. Substitution of Security C. Second Mortgage
  4.  
    Client does not have a DA issued however requests for a Indicative Payout Figure. Which Department should this call be transferred to
    A. Mortgage Relationship Unit B. Resolutions Full Discharge C. Resolutions Partial Discharge D. Resolutions Fixing E. Resolutions Variations
  5.  
    Clients Loan is Fixed and wants a Indicative Payout Figure. Which of the below is the correct process
    A. Advise client we are unable to provide the figure verbally however will req a written request to be sent from Full Discharges B. Adv client of the Bal + Interest Acrued + $295 fee and that we will send out the fix break from channel support to add to that figure C. Ask Mortgage Relationship Unit to Calculate the figure so you can provide to the client D. Transfer to Resolutions Senior
  6.  
    Homeloan Manager is on the phone and advises you that he/she has client in the office who wishes to fix their loan. Do we need to ID the customer once the Homeloan Manager hands the phone to the client
    A. No - I have already ID the Homeloan Manager B. YES - Also need to advise the call is being recorded for compliance)
  7.  
    What Materials/Systems should be be checking prior to asking for assistance from the case managers
    A. Desk Aids B. Inbox C. Loan Notes D. All of the Above E. Fynix (if Applicable)
Answer Key
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Tier 3 Integrated Staff quiz (Answer Key)

Tier 3

  1.  
    Which Product/Plan will not pay a $295 fixing fee
    A. R28S B. T56S C. U34S D. U28
  2.  
    which one is NOT a check needed for the Parental Leave Option
    A. Fast Track Loan B. Repayment Type C. Product Type D. Loan Classification E. Arrears
  3.  
    Which Variation process IS logged in is Logged in Fynix
    A. Subdivision B. Substitution of Security C. Second Mortgage
  4.  
    Client does not have a DA issued however requests for a Indicative Payout Figure. Which Department should this call be transferred to
    A. Mortgage Relationship Unit B. Resolutions Full Discharge C. Resolutions Partial Discharge D. Resolutions Fixing E. Resolutions Variations
  5.  
    Clients Loan is Fixed and wants a Indicative Payout Figure. Which of the below is the correct process
    A. Advise client we are unable to provide the figure verbally however will req a written request to be sent from Full Discharges B. Adv client of the Bal + Interest Acrued + $295 fee and that we will send out the fix break from channel support to add to that figure C. Ask Mortgage Relationship Unit to Calculate the figure so you can provide to the client D. Transfer to Resolutions Senior
  6.  
    Homeloan Manager is on the phone and advises you that he/she has client in the office who wishes to fix their loan. Do we need to ID the customer once the Homeloan Manager hands the phone to the client
    A. No - I have already ID the Homeloan Manager B. YES - Also need to advise the call is being recorded for compliance)
  7.  
    What Materials/Systems should be be checking prior to asking for assistance from the case managers
    A. Desk Aids B. Inbox C. Loan Notes D. All of the Above E. Fynix (if Applicable)

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