FALSE. Provided wehave the clients writtenauthorization, we canorder a pay off letter forthe 3rd party, which isdone via Quest Loandocumentation servicerequestIf the overpaymentcheck was not mailed,advise the client if theyhave conveniencechecks that they canwrite a check for theamount overpaidInstruct the client to destroyany cards and/or any unusedconvenience checks, In TCS,initiate a Free Form actionitem as follows: In the WorkQueue field, select LNMAINT-ID or LN-MAINT-OH. Adviseclient account will close within5 business daysAdvise theclient theywill need tocontactHSBCpay off penalty(if applicable)andreconveyancefee (ifapplicable)ALS AMHSfor TranCode 8096,8057 or 8044Accountnumber andcurrentaddress listedon the accountOrder aPay offletterQuest Loandocumentationservice request toLNDOC (Client willneed to includethe title search aswell)Thepaydownamount is fortoday (dayof)Escalateto VAQAfter reviewing theimage of thecheck in ViewDirect (or CE) useQuest to correctthe encoding errorAdvise theclient to callBank ofAmerica at800-628-6187statementhold dueto badaddressQuestInstruct the client tomail or fax a copy of thefront and back of thecheck as well as a letterof explanation advisingof the paymentencoding error to theappropriate LoanCenter.when the clienthas paid toomuch on a LOC(More than thebalance owed)Keyview10 businessdays afterthe accounthas beenclosedOrder aPaid inFull LetterComplete Quest Loandocumentation requestto PYADJ work queueto have a stop paymentplaced and anIndemnity Agreementform mailed to theclient.TCS FreeForm toLNMAINTDischarge/SatisfactionALSAMHS"D"FALSE. Provided wehave the clients writtenauthorization, we canorder a pay off letter forthe 3rd party, which isdone via Quest Loandocumentation servicerequestIf the overpaymentcheck was not mailed,advise the client if theyhave conveniencechecks that they canwrite a check for theamount overpaidInstruct the client to destroyany cards and/or any unusedconvenience checks, In TCS,initiate a Free Form actionitem as follows: In the WorkQueue field, select LNMAINT-ID or LN-MAINT-OH. Adviseclient account will close within5 business daysAdvise theclient theywill need tocontactHSBCpay off penalty(if applicable)andreconveyancefee (ifapplicable)ALS AMHSfor TranCode 8096,8057 or 8044Accountnumber andcurrentaddress listedon the accountOrder aPay offletterQuest Loandocumentationservice request toLNDOC (Client willneed to includethe title search aswell)Thepaydownamount is fortoday (dayof)Escalateto VAQAfter reviewing theimage of thecheck in ViewDirect (or CE) useQuest to correctthe encoding errorAdvise theclient to callBank ofAmerica at800-628-6187statementhold dueto badaddressQuestInstruct the client tomail or fax a copy of thefront and back of thecheck as well as a letterof explanation advisingof the paymentencoding error to theappropriate LoanCenter.when the clienthas paid toomuch on a LOC(More than thebalance owed)Keyview10 businessdays afterthe accounthas beenclosedOrder aPaid inFull LetterComplete Quest Loandocumentation requestto PYADJ work queueto have a stop paymentplaced and anIndemnity Agreementform mailed to theclient.TCS FreeForm toLNMAINTDischarge/SatisfactionALSAMHS"D"

LOC procedures - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. FALSE. Provided we have the clients written authorization, we can order a pay off letter for the 3rd party, which is done via Quest Loan documentation service request
  2. If the overpayment check was not mailed, advise the client if they have convenience checks that they can write a check for the amount overpaid
  3. Instruct the client to destroy any cards and/or any unused convenience checks, In TCS, initiate a Free Form action item as follows: In the Work Queue field, select LNMAINT-ID or LN-MAINT-OH. Advise client account will close within 5 business days
  4. Advise the client they will need to contact HSBC
  5. pay off penalty (if applicable) and reconveyance fee (if applicable)
  6. ALS AMHS for Tran Code 8096, 8057 or 8044
  7. Account number and current address listed on the account
  8. Order a Pay off letter
  9. Quest Loan documentation service request to LNDOC (Client will need to include the title search as well)
  10. The paydown amount is for today (day of)
  11. Escalate to VAQ
  12. After reviewing the image of the check in View Direct (or CE) use Quest to correct the encoding error
  13. Advise the client to call Bank of America at 800-628-6187
  14. statement hold due to bad address
  15. Quest
  16. Instruct the client to mail or fax a copy of the front and back of the check as well as a letter of explanation advising of the payment encoding error to the appropriate Loan Center.
  17. when the client has paid too much on a LOC (More than the balance owed)
  18. Key view
  19. 10 business days after the account has been closed
  20. Order a Paid in Full Letter
  21. Complete Quest Loan documentation request to PYADJ work queue to have a stop payment placed and an Indemnity Agreement form mailed to the client.
  22. TCS Free Form to LNMAINT
  23. Discharge/Satisfaction
  24. ALS AMHS "D"