RC_LA_CR_300.3 Accounting for Customer Service Representatives

MBA Member Price: $49.00

Nonmember Price: $79.00


This is a single-family/residential course.

Borrowers often call with a question about their payments, fees, or late charges. Many times these questions arise after they receive their year-end and Form 1098 statements. To answer these questions, a customer service representative (CSR) may need information about the following:

  • The borrower's payment history.
  • How the borrower's loan is amortized.
  • How the borrower can remit payment.
  • Fees and late charges charged by your company.
  • Why year-end and Form 1098 statements are provided to a borrower.


Accounting for Customer Service Representatives provides the information necessary to respond to questions about these items.


  • Borrower Inquiries
  • Payment Processing
  • Fees and Late Charges
  • Year-End Requirements

Seat time approximately one (1) hour.

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