
Day 1 PPP Training Refresher
Authored by sam cui
Professional Development
Professional Development
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15 questions
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1.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
What are the 2 sections of PPP? (choose your answers)
Loan Forgiveness
Special Loan
Loan Origination
ACH Origination
2.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
TRUE or FALSE. Responses that are not in CANNED MESSAGES are allowed as long as the answer is supported by Source
True
False
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Main Tool that we use in assisting clients with their PPP concerns.
Outlook
Docusign
Eclipse
Salesforce
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
This is the tool where we can see the access code.
eclipse
docusign
salesforce
outlook
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
This is the tool we use to respond to client's questions and concerns.
outbound call
avaya onex
outlook
salesforce
6.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
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.
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
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
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