• Home Page
  • A Case Study Of Steremy's Strengths And Weaknesses

A Case Study Of Steremy's Strengths And Weaknesses

Decent Essays
Show More
Strengths:

Jeremy greets the client in a polite and a professional tone. He offers empathy for any confusion regarding the payoff of the taxes.

He confirms the taxes were sent and the funds were reconciled.

He offered to contact the TSI disbursement team to retrieve a copy of the cashed check. After holding he was sure to confirm we are able to get the check copy sent out and confirms the client's email address.

Prior to ending the call, he inquires if there were any further questions or concerns.

Inches:

Setting proper expectations for the turnaround- (4:46-5:26) During this time, Jeremy was not clear regarding the proper expectations it takes a client to receive a doc request item. He promised the client she would receive the doc within

Related Documents

  • Decent Essays

    Psy 270 Week 6 Case Study Geneese
    • 263 Words
    • 2 Pages

    Psy 270 Week 6 Case Study Geneese

    (3:31) Geneese lets the client know that she would like to have the SC on the line to see…

    • 263 Words
    • 2 Pages
    Decent Essays
    Read More
  • Decent Essays

    Is3350 Unit 6 Critical Thinking Case
    • 407 Words
    • 2 Pages

    Is3350 Unit 6 Critical Thinking Case

    Strengths: - Foreshadow to the client the reason why we are mailing out the documents. - Foreshadow to the client how long it would take for documents to be received. Opportunities: - Did the Advocate insert relevant and effective LJN’s/Codes? Bryan noted the account as a document request Bryan should have included that the client is upset with our decision of not refunding the deposit and has hired a private investigator to look into documentation. - Empathy: When client said that she did a lot of work on her end to get the loan in process Bryan could have offered empathy at this point. Bryan could have said that I am sorry for your frustrations.…

    • 407 Words
    • 2 Pages
    Decent Essays
    Read More
  • Decent Essays

    Sample Case Conceptualization
    • 342 Words
    • 2 Pages

    Sample Case Conceptualization

    G: Met with Client for weekly session and to discuss his housing goals. I: CM assessed client's mental, emotional and physical state. CM used open ended questions to inquired about housing updates. CM asked questions regarding the client’s monthly payment from SS and SSDI. CM assisted client with ordering a new debit card in order to setup direct deposit for SS and SSDI payment.…

    • 342 Words
    • 2 Pages
    Decent Essays
    Read More
  • Decent Essays

    Case Study: Aiesha
    • 109 Words
    • 1 Pages

    Case Study: Aiesha

    (3:06) Aiesha is understanding of the client's concerns, lets the client know that we don't want her to be out of the loop. (3:36) Aiesha lets the client know that she will be following up with her disbursement team and confirms the client's email address.…

    • 109 Words
    • 1 Pages
    Decent Essays
    Read More
  • Decent Essays

    Suntrust Critical Thinking Summary
    • 185 Words
    • 1 Pages

    Suntrust Critical Thinking Summary

    Robert leads with introducing himself and lets the client know that he has good news, prior to asking if it's a good time to talk. (00:29) Robert lets the client know that he touched base with SunTrust and that the lien release is on it's way and that is all we need. (1:21) Robert breaks down the loan cost to the client, foreshadows what he can do regarding the interest rate and the cost of the loan.…

    • 185 Words
    • 1 Pages
    Decent Essays
    Read More
  • Improved Essays

    Rez Life: An Indian's Journey Through Reservation Life
    • 590 Words
    • 3 Pages

    Rez Life: An Indian's Journey Through Reservation Life

    Throughout history, things such ethnic hierarchy, one-way assimilation, cultural pluralism, and group separatism have been factors that shaped ethnic relations. Throughout the movie Crash it was very apparent that there was quite a distance between the black and white community. A white officer was shown disrespecting both a black nurse, and black woman that he had performed a traffic stop on. In “Rez Life: An Indian’s Journey Through Reservation Life,” by David Treuer, there was also evidence of ethnic relations.…

    • 590 Words
    • 3 Pages
    Improved Essays
    Read More
  • Decent Essays

    Alaina Swot Analysis
    • 477 Words
    • 2 Pages

    Alaina Swot Analysis

    At the end of the call, Alaina tells the third party that she will recieve the documentation that was requested "by this time tomorrow. " This needed to be expanded upon in order to account for the time it takes for the third party to get the authorization to Alaina. For example: You should expect to see that in your email 24 business hours from the time I recieve that authorization from you." Please note: It has been 24 hours since the time of this call and no authorization has been uploaded, nor has the document been sent by the docs team. -Properly noted/coded.…

    • 477 Words
    • 2 Pages
    Decent Essays
    Read More
  • Decent Essays

    Sterba's Case Study
    • 106 Words
    • 1 Pages

    Sterba's Case Study

    Alyse is refering to Sterba's plan that him mentioned in section 8. I agree with Sterba that having paid maternity leave for mothers, parental leave for both parents, time off when their child is ill, and a poclicy that subsidizes the costs of childcare, would all help shrink the gap between men and womens housework. Giving both parents equal opportunity to take off for their kids will encourage parents to alternate who stay home, in the case it is also shrinking the gap that gets created when women have to take off from work to attened to their child allowing men to further their carrers faster.…

    • 106 Words
    • 1 Pages
    Decent Essays
    Read More
  • Decent Essays

    Individual Treatment Plan Sample
    • 128 Words
    • 1 Pages

    Individual Treatment Plan Sample

    The client and counselor met for his 1x1 session to discuss his treatment plan goals. Client at this point has been working on his family issues getting custody of his children and learning to have a better relationship with he father who come to the family group very Tuesdays from 6:00 To 7:30 pm Client reported that he has learned a lot while being in the program. The client reported that he is learning coping skills, to better control his anger, and learned that he needs to be responsible for his actions Client at the time appears to interested in learning how deal with show coming. The counselor will meet with the client next week to talk about his next assignment that was given. CADC 1 Yolanda Smith…

    • 128 Words
    • 1 Pages
    Decent Essays
    Read More
  • Improved Essays

    Front Bleak Duty: A Short Story
    • 349 Words
    • 2 Pages

    Front Bleak Duty: A Short Story

    “Come over here, and sign,” a receptionist lethargically beckoned. What? Was there a room I needed to take him to? A nurse? No.…

    • 349 Words
    • 2 Pages
    Improved Essays
    Read More
  • Decent Essays

    Importance Of Having Goals Or Positive Outcome To The Client
    • 357 Words
    • 2 Pages

    Importance Of Having Goals Or Positive Outcome To The Client

    1. Explain the purpose and importance of having goals or positive outcome to the client. I: Jared,for the last two weeks we were talking about some of the things that are going on with you right now, that you are concerned about. I’m going to summarize the issues that you mentioned. Please feel free to correct me if I’m not on right track.…

    • 357 Words
    • 2 Pages
    Decent Essays
    Read More
  • Superior Essays

    Critical Lab Value In Research
    • 1132 Words
    • 5 Pages

    Critical Lab Value In Research

    The read back process and action taken should be documented in the patient’s…

    • 1132 Words
    • 5 Pages
    Superior Essays
    Read More
  • Improved Essays

    Ethical And Unethical: The Case Of Jeanette M.
    • 1195 Words
    • 5 Pages

    Ethical And Unethical: The Case Of Jeanette M.

    “The healthcare team, composed of these professionals with the addition of healthcare administrator, often must decide on critical issues relating to patient’s needs” (Fremgen, 2015, pp .4). This assumption, in my point of view, what the medical receptionist was unethical and should have not held Jeanette symptom for several hours before sending the message and the receptionist should’ve been more attentive and put patients’ needs at the highest, who is in critical and life-threatening…

    • 1195 Words
    • 5 Pages
    Improved Essays
    Read More
  • Improved Essays

    Unit 5 Assignment 1: A Case Study
    • 546 Words
    • 3 Pages

    Unit 5 Assignment 1: A Case Study

    Security benefits, W2’s and paystubs for the Work Number identified employer and fraud period. 10. The designated administrative staff member is responsible for maintaining a daily log of all customers contact information provided by each Investigator. She is also responsible for maintaining a log of each customer’s confirmed face to face interview date and time.…

    • 546 Words
    • 3 Pages
    Improved Essays
    Read More
  • Decent Essays

    Swot Analysis For Health And Social Care
    • 180 Words
    • 1 Pages

    Swot Analysis For Health And Social Care

    Strengths: Tara greets the client in a polite and a professional tone. From here, she digs deeper to gain a better understanding of the client's concerns being the escrow shortage. She does a great job providing the available options of the payment to remove the shortage and how the payments will increase from here. Great job, informing the client of the payment setup although he may deposit extra funds and it may come back as a overage on the annual analysis.…

    • 180 Words
    • 1 Pages
    Decent Essays
    Read More

Related Topics

Ready To Get Started?
Discover
Company
Follow
©2024 Cram.com
Privacy Policy |  About Ads |  Site Map |  Advertise  | 
  • Cookie Settings