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Servicing Strengths And Weaknesses

Decent Essays

Strengths: - Qiana executes on the strong intro. - Qiana warm transfers the call--explaining to the client that she has filled the next team member in on the details of the call. Opportunities: - Relevant and effective noting/coding. Qiana codes this loan as "wants another extension." However, we should consider coding as "phone call from client" and "servicing question" to more closely reflect the details of the call. During the call, the client gives detailed information regarding his escrow account and Qiana digs deep to find out the amount of the check received. This is important for reporting purposes. - Proper grammar/language/word choice. (2:56) Qiana advises the client that she can "get you over to our Servicing Team." We

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