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WorksheetsALTAWIZ W1
Total questions: 10
Worksheet time: 10mins
How many days do we give for customers to make their security deposit?
35 bus.days from the application approval date
25 bus. days from the application approval date
35 calendar days from the application approval date.
30 calendar days days from application approval date
Cx is calling in to check the status of his application ,He said that its not yet showing on his online app and the prev rep he spoke with said it cant be found.Upon checking you saw that the account is approved with a closed case tile.What will you tell the customer?
Transfer cx to core for further assistance
Inform the caller the account is approved and still in process of booking and to check back with us after the 4th full day from the date the concern was closed.
Inform cx to callback after 7-10 bus. days to check on it.
Inform cx to wait for the letter/email with the outcome
Which of the following statements are TRUE about Applicant Verification in Insight:
Verify the applicant's first and last name.
Verify two pieces of non-public information (ex: APP ID, full or last four digits of SSN or DOB.
Secondary verification: Should be used in addition to primary if one of the primary verification pieces is missing or the caller is unable to verify.
Verify the applicant's first, last name and suffix.
Which statement is NOT True about sending a doc through the link.
If uploading a document using the secured link is not successful, the applicant can try to use a different browser or device.
Applicants can upload files to the link multiple times while the link is active.
Applicants must submit documents in PDF, JPEG, and .TIF format
Documents can be viewed in the Correspondence tab in Insight within 4 hours of submission.
Which of the following personal information that you CAN only confirm or deny with the customer ?
Tax identification number
Phone number
SSN
Credit Card Account Number
Customer after approval was trying to setup his online account but encountered an error: "We're sorry. We're unable to process your request at this time. If you have an online account, you may log in for servicing". What do you need to advise the customer after?
Advise customer to click on Forgot Password to process and setup a new password for his online account.
Advise customer that we need to connect them to our technical support department. Transfer the call to DIGIOPS.
Advise the customer that we were unable to complete their online enrollment and Instruct to come back once they receive their card to complete the enrollment process.
Advise the customer that he will be prompted to complete OTP. If the customer fails OTP, they will be given an alternate option which is to enter the CVV from the back of their card.
Mr. Depp is requesting to withdraw his secured card application.He would like to know when his deposit will be refunded?
If you have submitted security deposit funds, these funds will be refunded in 14-21 business days via ACH.
If you have submitted security deposit funds, these funds will be refunded in 14-21 calendar days via ACH.
If you have submitted security deposit funds, these funds will be refunded in 14-21 business days via check
If you have submitted security deposit funds, these funds will be refunded in 14-21 calendar days via check
Mrs. Jackson is applying for a Venture credit card and she is asking when is the membership fee will be billed?What will be your response?
You will need to pay upfront
No need pay for it capital one will waive it
We may charge the membership fee once you activate your card, or once you use your account, whichever comes first.
We will charge it once the account has been created
Which of the following department we do NOT perform a warm transfer to?
Estates
Specialty Assistance
Non-Card Capital One groups (e.g., COAF, Capital One 360)
Application Fraud Team
If the applicant asks how long we retain their application information, what do we inform the customer?
We are required by regulation to retain application information for 24 months from the date of notification of the decision
We are required by regulation to retain application information for 25 months from the date of notification of the decision
We are required by regulation to retain application information for 20 months from the date of notification of the decision
We are required by regulation to retain application information for 36 months from the date of notification of the decision
