wayground logo

Free Printable Worksheets

Font size

S
M
L
XL
Worksheets

Loan Class Wrap-up

Total questions: 30

Worksheet time: 26mins

Name
Class
Date
1.

WPCU will finance a vehicle up to what LTV?

a)

110%

b)

125%

c)

100%

d)

90%

2.

The maximum term for a $7,999.99 car loan is (a)   months

3.

What are all the credit tier letters?

a)

A+

b)

A

c)

B

d)

C

e)

D

4.

What does VIN stand for?

(a)  

5.

The processing page in an auto loan application is used for...

a)

We don't use that page

b)

Titles

c)

J.D. Power

6.

What is the maximum dollar amount for a members insurance deductible for a $4,000 auto loan?

a)

$1000

b)

$750

c)

We don't collect insurance information for that loan amount

d)

$500

7.

What is the maximum MSRP for Depreciation Protection?

a)

$50,000

b)

$100,000

c)

No limit

d)

$125,000

8.

Every loan application starts in (a)   !

9.

When using direct deposit as POI, the direct deposit must equal what percent of the amount stated in the application?

a)

100%

b)

95%

c)

80%

d)

70%

10.

The credit union primarily uses what credit reporting bureau?

a)

Whichever one the member requests

b)

Transunion

c)

Experian

d)

Equifax

11.

When collecting POI, you should be reviewing the last (a)   days of income.

12.

What CANNOT be used in an application? Select all that apply.

a)

P.O. Box as an address

b)

Special characters

c)

The income statement

d)

The previous employment screen

13.

We can accept up to two Instant Approvals in (a)   days.

14.

Loan comments/notes/write-ups are used to....(Select all that apply)

a)

Explain poor credit history

b)

Let underwriting know the members favorite color

c)

Your recommendation for the loan decision

d)

Supply information underwriting cannot see

15.

Members can have up to $50,000 in aggregate (a)   debt at the credit union.

16.

What should we be stating about a members income during the application process?

a)

You must report all income

b)

The Income statement

c)

Proof of income is required

d)

We don't collect income during the application

17.

Copy, (a)   , calculate!

18.

How many fixed rate credit cards does WPCU offer?

a)

1

b)

2

c)

0

d)

They're all fixed rates

19.

The rate for our First Time User credit card is...?

a)

17.99%

b)

18%

c)

12.5%

d)

14.99%

20.

Yes or No - Can a joint member request to close a credit card?

(a)  

21.

What specfile would you use to add or remove an authorized signer?

a)

ADD/REMOVE AUTH

b)

CC AUTH USER ADD/REMOVE

c)

AUTH USER

d)

We don't allow authorized users on cards

22.

What are the foreign transaction fees on our cards?

a)

1%

b)

3%

c)

4%

d)

5%

23.

To pull the value of a vehicle, we use...

a)

Kelley Blue Book

b)

J.D. Power

c)

Ohio BMV

d)

We pull values??

24.

Which resources are available in "Online Tools" within MeridianLink? Select all that apply.

a)

Ohio BMV

b)

iQQ

c)

Credit Pull

d)

VinLink

25.

Do I have to disclose the credit pull to the member(s)?

a)

Only the primary

b)

Every application

c)

They should already know

d)

Only on their 1st application with us

26.

When booking a loan, MeridianLink will give you an error message if the credit report is expired.

a)

True

b)

False

27.

WPCU uses which credit scoring model for all consumer loans?

a)

VantageScore

b)

FICO

c)

TransRisk

d)

Insurance Score

28.

What are some reasons that every application should start in Symitar? Select all that apply.

a)

Confirm the account number

b)

Check for custodial, rep payee, or trust

c)

Assure they are in good standing

d)

Verify if any charge-offs

29.

A Financial Coach can offer a W4W loan to a member.

a)

True

b)

False

30.

How confident are you feeling about doing loans?

a)

Wait...I've been in loan training?!

b)

Practice makes progress!

c)

I'm a little scared...

d)

I'm READY - turn me loose!!