POP QUIZ
Understanding Account Management
Test your knowledge on account management practices with our engaging quiz! Designed to enhance your understanding of key policies and procedures, this quiz covers crucial topics in fee discussions, payment authorizations, and servicing protocols.
Join us to:
- Assess your grasp of current account practices.
- Identify key areas that require attention.
- Improve your overall account management skills.
When should we discuss fees on the account?
Always
Only when eligible for it to be waived
Never
Do we read the payment authorization in full? (SELECT ALL THAT APPLY)
No
Skip to "or it's servicer after the 2nd comma
Skip to "or it's servicer after the 1st comma
Read it to it's entirety
All of the above
Can we service a FW account on a CRB line?
Yes
No, this has to be transferred to FW line
Maybe
No
John Doe is current and next due date is tomorrow, when will a late fee be assessed?
7/1/22
7/2/22
6/29/22
6/31/22
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