Review

What is an Obligor?

• A person who owes a debt.

• A person who is owed money.

• A person who is debt free.

• A person who lends money.

The back office uses which screen to enter comments on a loan.

• I550 Officer screen

• 8051 Exception Message screen

• Q252 Unpaid Billed Amount screen

• 0104 Page Current Obligation screen

Which system will you use to identify an ACH?

• Systematics

• PEP +

• AFS Level III

• Citismart

Which systems will you use to service Loan calls?

• Systematics

• AFS Level III

• Citismart

• PEP +

What are the common forms we assist our Branch Reps with?

• CbusOl form

• Liability Maintenance Form

• High Risk Business

• Fulfillment Center

What is the note code for help call?

• HTO

• H11

• STO

• HLP

Which system would we use to check an entity type of a business?

• PEP +

• Citismart

• AFS Level III

• Systematics

Where in AFS Level III do you locate the auto debit account number for a business line of credit?

• 0490

• 8051

• 0104

• 0112

TRUE or FALSE. Non-Signer/ Authorized Bookkeepers can request duplicate statements to the address or e-mail on the account?

• True

• False

What is your main role as BEU?

• Assist Unit Managers

• Service both agents, branch reps and clients with their inquiries or escalation.

• Answer the phone.

• Service agents who are too difficult to handle.