
SL quiz
Authored by Clarity Training account
Professional Development, Fun
Professional Development
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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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