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Servicing New Hire Training Day 2 . Day 2 Agenda . Intro to My Supervisor Tabs Overview and ATA Calculator Toolbar Overview Optika Viewer Side-by-Sides Observations. Intro to My Supervisor .

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Presentation Transcript
slide2

Day 2 Agenda

  • Intro to My Supervisor
  • Tabs Overview and ATA Calculator
  • Toolbar Overview
  • Optika Viewer
  • Side-by-Sides Observations
slide3

Intro to My Supervisor

My Supervisor is a system that allows us to integrate our customer account data and our dialer capability into one solution.

slide5

Intro to My Supervisor

  • Search/Pick Account Screen

The Search/Pick Account screen gives the account manager the following options to search for accounts in My Supervisor:

  • • Account Number
  • • Application ID
  • • Name
  • • Social Security Number
  • • Phone Number
  • • Vehicle Identification Number – VIN
slide6

Intro to My Supervisor

Search Criteria

slide7

Intro to My Supervisor

  • Master Account Screen
  • Displays all applicable information relevant to servicing a customer’s account within a point and click call processing system.
slide9

Intro to My Supervisor

  • Utilizing the Contacts Tab

The Contacts Tab displays information about each available contact on the customer’s account.

  • • Buyer
  • • Co-Buyer
  • • Third Party
  • • Insurance Company (if available)
slide10

Intro to My Supervisor

  • Transaction History Tab

The TransactionHistorytab displays information regarding financial transactions on an account such as:

  • • Posting Date
  • • Effective Date
  • • Transaction Code
  • • Transaction Type
  • • Transaction Description
  • • Transaction Amount
  • • Amount applied to Principal
  • • Amount applied to Interest
  • • Payment Due before Transaction
  • • Payment Due after Transaction
  • • Payments made before Transaction
  • • Payments made after Transaction
slide11

Intro to My Supervisor

  • Activities Tab

The Activities Tab displays all permanent account notes including:

  • • Date
  • • Time
  • • Collector Identification
  • • Activity Code
  • • Letter Information
  • • Review Date
slide12

Intro to My Supervisor

  • Vehicle Tab

The Vehicle Tab displays information about the customer’s vehicle including:

  • • Vehicle Type
  • • Year
  • • Make
  • • Model
  • • Color (if available)
  • • Mileage (at time of purchase)
  • • Vehicle Identification Number
  • • Title Status
  • • Title Vendor
  • • License Plate Number (editable field)
  • • License Plate State (editable field)
  • • Current BlackbookValues (auction use only)
slide13

Intro to My Supervisor

Financial Tab

The Financial Tab displays information about various fees on the account including:

Late Charges Fees incurred when monthly payment is past.

Other Fees Fees incurred to repossession related occurrences.

Misc. Fees Fees that incurred when a payment is return.

SpeedPay Fees Fees incurred when a payment is made with a debit, credit card, or ACH (check).

Interest Interest that is accessed daily and loan to date.

slide14

Intro to My Supervisor

  • Contract Tab

The Contract Tab displays basic information about the customer’s contract including:

Maturity DateDate the customer’s last payment is to be paid.

Contract Date Date the contract was signed by the customer.

  • Interest Rate Percentage of interest the customer agreed to pay on the loan.
  • Original Terms Number of monthly payments scheduled to be made on the vehicle.
slide15

Intro to My Supervisor

  • Insurance Tab

The Insurance Tab provides the most up-to-date insurance information that we have for the vehicle including:

  • • Insurance Company Name
  • • Policy Binder Number
  • • Expiration Date
  • • Agent Name
  • Agent Phone Number
slide16

Intro to My Supervisor

  • Misc. Tab

The Misc. Tab displays:

• Loan Information

• Charge-Off Information

  • Various Scores Information
slide17

Intro to My Supervisor

  • Tools Tab

The Tools Tab displays detailed information about deferments, modifications, and due date changes that have been applied to an account.

slide18

Intro to My Supervisor

  • Verifications Tab

The Verifications Tab displays the most up-to-date contact information that we have on file for each customer.