Originations Day 1
Originations Knowledge Quiz
Test your knowledge and proficiency in handling customer calls related to loan originations. This quiz is designed to reinforce your understanding of essential processes and policies.
- Evaluate your familiarity with banking information protocols.
- Understand state-specific lending requirements.
- Become adept at navigating internal systems and procedures.
When the customer is calling in we must always mark our calls and read notes
True
False
Which tab can I find the customers banking information?
Loan Documents
Payment Schedule
Customer Information
Loan History
In order to do a bank change the first step is to call the bank and get the correct information
False
True
The customer calls in and his loan amount on the application is $1000, we did the bank call and he is only approved for $350 dollars. Which button will allow us to change the loan amount?
Update loan
Refresh
Submit for approval
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