May Coach Co-op

What's the biggest error when booking a credit card?

• Incorrect Due Date

• Documents missing

• Missing Signatures

• Loan not locked and funded

What Specfile is used to make changes to existing credit cards?

• Loan Print Organizer

• Subsequent Action Form

• Credit Card-Summary

• Loan Disbursement Checklist

Amount financed on IQQ docs must match what?

• Amount Owed to Lender

• Additional Items (Front End)

• Addition Items (Back End)

• Proposed Approved Amount

Which of these is true about due date changes? (Select all that apply...)

• Payment must still be made every month

• Member must make 1st payment before changing the due date

• No Subsequent Action form is required

• Must update due date and due day fields in the loan record

• No changes are completed in the loan record

If a member with a closed-end WPCU loan comes in to request a refinance because they are hoping to get a better interest rate, which process would you complete?

• Rate Match Request

• Rate Modification

• Internal refinance