Client Crvicing Advocate Case

Satisfactory Essays
Strengths: - Shai executes on the strong intro. - She then finds out the reasons for the client's call so that she can formulate an action plan. - Shai verifies the client and foreshadows how we can help the client. - She foreshadows the transfer and the wait time as well. - Good ownership in this call! - After the CR Servicing Advocate sets the client up on paperless, Shai executes on the strong close before transferring to a banker. Great! Opportunities: -
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