Quiz Nine - SOAR
This test covers the SOAR and Auditor topics.
This test deals with the new Store Opportunity Achievement Report
How many business days do you have to respond to your Audit?
-What should you do when a customer walks into the office? (Check all that apply)
- Answer the phone
- Greet the customer
- Continue what you are doing
All original expense receipts should be attached to what paper?
- Return Check Report
- Daily Transactions
We should keep all copies of ID’s secured in the customer files.
What form must be completed when you pay a referral fee?
- Marketing Approval Form
- Customer Reimbursement Form
- Complaint Form
- Vehicle Inspection Form
After the contract is signed by the customer you must always...
- Give the customer the first page of the contract
- Shred the contract if the customer does not want it.
- Give the customer a copy of the full contract
- No copy should go to the customer
On Title loans how many days do you have to perfect the Title?
Employee schedules must be posted where?
- In the office
- Online and in the office
- In the bathroom
What tests must you take and pass before you can begin to work in the office? (Mark all that apply)
- Gramm Leach-Bliley
At what amount of cash should you prepare a deposit and take to the bank if possible?
Customer’s are told they can buy down to avoid sustained usage.
What must the customer opt-in for?
When you get out of your car you should pay attention to how your store looks
You should perform an internal store audit quarterly
The SOAR is an opportunity to improve your store
Files can be placed on the customer counter to help you find them quicker
RIS Contracts do not have to be explained
When a customer comes into the office and there are others around, it is ok to ask for a social security number.
If you pass your audit you do not have to answer them.
Military do not qualify for RIS loans
Auditing and the SOAR involves learning deficiencies, and then training on doing the job correctly