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Official Course
Description: MCCCD Approval: 4-22-03 |
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CSI252
2003 Summer I – 2008 Fall |
L+L |
3.0 Credit(s) |
4.0 Period(s) |
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Credit
Counseling New Accounts |
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Overview
of establishing new client accounts in a credit- counseling program. Emphasis
on screens used to setup an account. Prerequisites: None. |
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Go to Competencies Go to Outline
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MCCCD
Official Course Competencies: |
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CSI252 2003
Summer I – 2008 Fall |
Credit Counseling New Accounts |
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1.
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Log-On/Off to a computer workstation used for credit
counseling. (I) |
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2.
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Identify screens, icons, and function keys used in a
credit counseling computer system. (I) |
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3.
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Locate a customer account using various search methods.
(I) |
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4.
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Explain information found on the customer information
screen. (II) |
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5.
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Explain information found on the budget information
screen. (III) |
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6.
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Explain information found on the debt manager-outstanding
debt screen. (IV) |
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7.
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Explain the use of the debt analysis screen. (V) |
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8.
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Summarize screens used to set up a customer's account.
(VI) |
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9.
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Set up a new client account. (I-VI) |
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10.
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Identify types of calls received at a credit counseling
company. (VII) |
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11.
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Utilize a phone and computer system to respond to clients'
inquiries. (I-VII) |
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12.
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Use an internal e-mail system. (VIII) |
Go to Description Go to top of
Competencies
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MCCCD
Official Course Outline: |
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CSI252 2003
Summer I – 2008 Fall |
Credit Counseling New Accounts |
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I. Computer Workstation A. Icons B. Screens II. Customer Information
Screen A. Personal Information B. Source Code III. Budget Information
Screen A. Amount Column B. Allowance Column C. Budget Information D. Expense Information E. Budget Period F. Financial Information IV. Debt Manager-Outstanding
Debt Screen A. Creditor Information B. Changing Creditor
Information V. Debit Analysis Screen A. Repayment Scenarios B. Interest Rate Scenarios VI. Customer Maintenance
Screens A. Client Agreement Screen B. Approval Screen C. Note Screen 1. Adding 2. Printing D. Summary Screens 1. Customer 2. Financials 3. Creditor E. Budget Screens 1. Net Income 2. Housing Expenses 3. Child Care Expenses 4. Food Expenses 5. Transportation 6. Insurance Expenses 7. Clothing Expenses 8. Entertainment Expenses 9. Emergency Savings 10. Retirement Savings 11. Miscellaneous Expenses 12. Outstanding Debts F. Debt Analysis Screen VII. Calls A. Hot Transfer B. Direct Transfer C. Direct Inbound 1. Established Clients 2. Inquiring Customers VIII. E-Mail A. Shortcuts B. Folders C. Messages D. Calendar E. Tasks F. FAX |
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