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SL quiz

Authored by Clarity Training account

Professional Development, Fun

Professional Development

Used 3+ times

SL quiz
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9 questions

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1.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

 When reviewing a SL is important to check for:

Client's and creditors name, current balance.

Settle amount and last 4 of the account

Settle breakdown

All answers are correct

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The letter outline for a SL will always be the same

True

False

3.

MULTIPLE CHOICE QUESTION

1 min • 1 pt

What is the structure to name a SL

CLIENT LAST NAME+SL+CREDITOR’S NAME+LAST 4 DIGITS OF THE ACCOUNT

CLIENT NAME+SL+CREDITOR’S NAME+LAST 4 DIGITS OF THE ACCOUNT

CLIENT NAME+SIF+CREDITOR’S NAME+LAST 4 DIGITS OF THE ACCOUNT

CLIENT NAME+sl+CREDITOR’S NAME+LAST 6 DIGITS OF THE ACCOUNT

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How do you upload a SL in DT

History+ Progam+ Click on custome file+ Drop or upload file

History+ Funds+ Click on custome file+ Drop or upload file

History+ Documents+ Click on custome file+ Drop or upload file

Funds+ Progam+ Click on custome file+ Drop or upload file

5.

MULTIPLE CHOICE QUESTION

45 sec • 1 pt

Where in DT do you go to confirm the settlement doesn't go over the remaining months

Funds

Debt

Program

Cost structure

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the minimum remaining balance for a first settlement in PLG

85

135

125

25

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the minimum remaining balance for a first settlement in JW

85

25

125

175

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