Day 1 PPP Training Refresher

What are the 2 sections of PPP? (choose your answers)

• Loan Forgiveness

• Special Loan

• Loan Origination

• ACH Origination

TRUE or FALSE. Responses that are not in CANNED MESSAGES are allowed as long as the answer is supported by Source

• True

• False

Main Tool that we use in assisting clients with their PPP concerns.

• Outlook

• Docusign

• Eclipse

• Salesforce

This is the tool where we can see the access code.

• eclipse

• docusign

• salesforce

• outlook

This is the tool we use to respond to client's questions and concerns.

• outbound call

• avaya onex

• outlook

• salesforce

Choose the information we can use to pull up the client's account in salesforce.

• loan account no.

• email address

• business name

• tax id no.

After entering the email address in the Search field in Salesforce, what do we click to pull up the details of the client?

• business name

• application id no.

• tax id no.

• ssn

True or False. We need to follow a certain format in placing a note in Salesforce.

• true

• false

True of False. The Canned Messages keep on changing everyday.

• false

• true

This is the folder where we move callback requests.

• Callback SharePoint

• Callbak Needed Folder

• PPP Mailbox

• ERU Folder