Olsen MCQ Online Assessment 2

pdf

School

The University of Adelaide *

*We aren’t endorsed by this school

Course

4070BWT

Subject

Management

Date

Feb 20, 2024

Type

pdf

Pages

3

Uploaded by ProfTeamFinch29

Report
21/09/2023, 10:30 Online Assessment https://www.aamctraining.edu.au/InternationalCourse/ExaminationManagement/ResultManagement.aspx 1/3 Learning Centre Logout THANK YOU FOR COMPLETING THE MULTI-CHOICE TEST! S.NO. Question Answer Given 1 You must open the Li Olsen MCQ Guide & Assessment from your assessment list. Refer to the Li Olsen Case Study Scenario embedded to answer the following questions. The initial interview with Bob and Mary requires you to explain your background, credentials, your role, and the complaint handling and You hold the position of Head of Operations as a credit representative (finance broker). You assist client in refinancing, purchasing owner occupied homes, investment homes, equipment and motor vehicles. You offer general advice on life insurance products through ALI and Spectrum Wealth Accreditations and often help clients to set up Student Number : 61627 Student Name : Daniel Wu Course : FNS50322 Diploma of Finance and Mortgage Broking Management Assessment : Li Olsen File Note MCQ Total Questions : 6 Marks Obtained : 6 Result: Satisfactory Attempts:2/3 Back to Content And Assessments Dashboard Back to Learning Centre - Online Course Content
21/09/2023, 10:30 Online Assessment https://www.aamctraining.edu.au/InternationalCourse/ExaminationManagement/ResultManagement.aspx 2/3 resolution procedure. Select one correct explanation. savings/offset/investment accounts at the time of the application. The service you provide ensures the client is guided throughout the entire loan process. You and your organisation pride yourself on the after-service care you offer. You are paid by the lender’s when an application is settled. Our organisation has an internal complaints resolution process to deal with complaints. If we are unable to resolve the complaint you can refer the matter to the Australian Financial Complaints Authority (AFCA). It is a free and independent ombudsman service that resolves complaints. 2 Refer to the Olsen and Li Product Comparison Report in the Case Study Scenario. Check the loan purpose to see if the personal loan is available for a wedding. Choose the one correct statement that meets the lender’s Target Market Determination (TMD). Yes, the wedding loan option is ticked, confirming it does meet the TMD of the lender. 3 Select the correct wording to use when emailing Mary and Bob advising the conditional approval has come through. Your loan has been approved as you have met the lending requirements. 4 Select the correct information you will email to the client to help them prepare for settlement. You will receive the loan offer from the lender tomorrow. Please check the loan offer and follow all the instructions on how to complete and electronically sign. Do not alter the document as the loan offer will be invalid. Please call me if you have any problems or questions. 5 You receive the loan offer and documents from the lender and need to confirm the details in the loan offer are correct before sending them to Mary and Bob for signing. Choose the one loan information details that match their scenario. The loan amount shows $20,000 with a 5-year loan term and a 5.44%pa fixed rate. Settlement date 24/7/XX Check the terms and conditions are included in the loan offer.
21/09/2023, 10:30 Online Assessment https://www.aamctraining.edu.au/InternationalCourse/ExaminationManagement/ResultManagement.aspx 3/3 6 The clients have confirmed via a phone call they have checked all their details are correct and want to double check what they need to do next and what will happen after they've sent it back. Choose the one correct instructions that will ensure the loan offer is completed correctly. Please confirm that you signed all the marked areas, had your signatures witnessed, dated, and did not make any amendments to the loan offer. Post it in the envelope provided by the lender. I will call the lender to ensure the file is certified and ready for settlement in a few days.
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
  • Access to all documents
  • Unlimited textbook solutions
  • 24/7 expert homework help

Related Documents

Case Walmart.pdf
WF222 MBA W2 Week 2 Practice Set.docx
Final Exam MGT 380 Answers .pdf
Brown SOCA Assessment.pdf
Li Olsen MCQ Online Assessment.pdf
BUS4012_CREIGHTON_WEEK-6-ASSIGNMENT-1.docx
Risk MCQ Assessment.pdf
Brown MCQ Online Assessment 1.pdf
Untitled document-113.pdf
Leadership Essay-- Michelle D ClaytonThomas--.docx
704 WK 8 Research Draft.docx
Untitled document-117.pdf
Recommended textbooks for you
Text book image
Management, Loose-Leaf Version
Management
ISBN:9781305969308
Author:Richard L. Daft
Publisher:South-Western College Pub
Text book image
Foundations of Business (MindTap Course List)
Marketing
ISBN:9781337386920
Author:William M. Pride, Robert J. Hughes, Jack R. Kapoor
Publisher:Cengage Learning
Text book image
Foundations of Business - Standalone book (MindTa...
Marketing
ISBN:9781285193946
Author:William M. Pride, Robert J. Hughes, Jack R. Kapoor
Publisher:Cengage Learning
Text book image
Principles of Management
Management
ISBN:9780998625768
Author:OpenStax
Publisher:OpenStax College
SEE MORE TEXTBOOKS
Recommended textbooks for you
Text book image
Management, Loose-Leaf Version
Management
ISBN:9781305969308
Author:Richard L. Daft
Publisher:South-Western College Pub
Text book image
Foundations of Business (MindTap Course List)
Marketing
ISBN:9781337386920
Author:William M. Pride, Robert J. Hughes, Jack R. Kapoor
Publisher:Cengage Learning
Text book image
Foundations of Business - Standalone book (MindTa...
Marketing
ISBN:9781285193946
Author:William M. Pride, Robert J. Hughes, Jack R. Kapoor
Publisher:Cengage Learning
Text book image
Principles of Management
Management
ISBN:9780998625768
Author:OpenStax
Publisher:OpenStax College
SEE MORE TEXTBOOKS