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Nancy's Foreclosure Case

Satisfactory Essays

Strengths:

- Nancy executes on the strong intro with the client.

- She then foreshadows that there will need to be a transfer prior to pulling up the loan.

- Nancy then foreshadows the silence as she pulls up the loan.

- After verification, Nancy foreshadows a transfer to a refi banker.

Opportunities:

- Noting/Coding. Nancy recalls this loan and verifies the client, however, she misses the opportunity to note/code AMP. It is important that we do this on every loan we enter for reporting purposes, as well as internal communication.

- Proper grammar/language/word choice. (6:10) During the warm transfer, when Nancy brings the client on the line with the mb, Nancy leads with "I was not able to give him the information you provided to me, but I did let him know..." In order to create a more …show more content…

After Nancy asks the client how she can help, the client speaks a lot about his unhappiness with having to pay some of his credit cards at such a high interest rate. Nancy misses the opportunity to acknowledge these statements with an empathetic acknowledgment. This is important for us to demonstrate that we're listening and that we care. Try: "I hear you, Bob, and I can certainly relate to those high interest credit card rates. Let's see what we can do for you today..."

- Actively listening. (6:04) The client gave Nancy a detailed description of what he wanted to do in terms of consolidating his debt via a refi. When Nancy warm transfers the call, she makes it apparent that she missed this key information that was provided, by telling this to the client she "wasn't able to give ____ the information you provided." Try taking notes, this is important so that we can set our team members up for success and demonstrate to our client's that we care.

- Conclude the call properly. Nancy misses the opportunity to ask if the client had any other questions before concluding the call. It's important that we do this in order to help promote a one call

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