Swot Analysis Case Interview

This morning, Mr. Marchese called the branch seeking approval of an overdraft. Since the loan is in Workout, the branch transferred the call to my attention. Dan requested that I approve an overdraft, a $1,500 payment to Amex. I told him I can’t approve the overdraft unless there are readily available funds in the account. He replied that, earlier this morning, he transferred $3,500 from the attorney trust account to the business checking account therefore the OD should be approved.

Had I not been misinformed and read your e-mail that arrived on July 11th the documents would still not have been ready to sign on Friday. I would have reviewed the file and typed the necessary loan documents. Depending on what else I was working on in the course of my Job I would have had them ready on Wednesday or Thursday (same day they were ready). At this point David Stalheim would have received them for review. Once I got them back I would have routed them to the Legal, Mayor and Finance department for signatures. I would not have received them back (best case scenario) until Wednesday August 12th. This is something that I tried to explain to you earlier in the week.

When the client inquires about the info on his loan, Jackie does a great job informing she can dig deeper into the loan notes to discover any new info. Great job positioning to the client that the CCS has more access to info, that she may not.

USAA Savings Bank has been around for a long time believe it or not. In 1922 USAA was originally founded in San Antonio, Texas when 25 Army officers decided to come together and insure each other’s automobiles. William Garrison was USAA’s first elected president. Shortly after that USAA’s first employee was Harold Dunton, who was hired as a general manager. Major Walter Moore purchased the first automobile insurance policy for $114.74 and became USAA’s first member. Two years later in 1924 USAA printed their first credo. The company motto was “Service to the Services.” 1928 was the year that USAA started advertising 8,000 active component service members

Housing Update: GP Housing package completed and submitted. She also has a Linc IV certificate. Client is actively searching for low income housing and NYCHA Project. Client submitted a letter from Lemle & Wolfe Inc. stating client housing application was denied due to credit score.

My office has completed the necessary steps to address the anomalous claim. My office is awaiting a response from your office to proceed with her request for a new claim.

Once the Escrow Department has verified the escrow account, review the loan to ensure the information is correct before sending a response. If the escrow was determined to be correct, state the reason. If it was determined escrow was incorrect, state what was incorrect and what has been done to correct it. Send the letter with the appropriate Template Letter.

The Letter provides, in relevant part: “In order for your application to remain active, you are required to fill out the attached “Person Declaration & Application Supplement Form” and return to my office on or before January 15, 2018.” “If you do not respond by January 15, 2018 your application will be declared inactive and you will be removed from the waiting list.”

Good morning as you are aware your client has applied for funding and has been approved. Moreover he has signed his portion of the agreement and is requesting that the funds be sent out today. Please find his fully executed contract along with a blank attorney certification page attached. Please sign and return the fully executed attorney certification page prior to 4mp EST time today in order to insure that the funds are sent today. Furthermore I appreciate your prompt attention regarding this matter, and I look forward to hearing from you soon.

good. "The denial letter, the only thing it really stated was that there were no records found and

I informed her that the letter is to inform her that her hearing request has been dismissed because the over payment happened on 11/17/2008 and not when she received the Over Payment Letter. I reminded her that this situation was previously discussed with her, but she wanted anyway to file a hearing even though it was very unlikely to succeed, but she has the right to file for a hearing. That is why she filed for a hearing.

The last note from Hagan was to ask if you can forward us the communication between you and Katrina about AGA onsite loaner document.

According to What is SWOT Anlysis (2011), SWOT analysis is an analysis used to identify the internal factors (strengths and weaknesses) of the company as well as external factors (opportunities and threats) of the company.

When going into my first mock interview I felt very nervous. I found myself surprised by how quickly I blanked on all of my questions that I had for my initial interview to begin the session. Keeping a professional composer is essential in the reassurance of the client that you can help them with their issues. Nevertheless, I did my best to keep this aura upon myself despite my nerves. As the session progressed, I became more relaxed and found it easier to communicate with my client and ask an array of open ended questions. These open ended questions I found where good transitions to get deeper into the conversation and the underlying issues the client suffered with. Furthermore, I found reflective listening to be fairly easy

i believe i am a funny person in general, so people tend to be easy around me and not feel uncomfortable if they do not know me.