Case Study: Aiesha

Decent Essays
Aiesha leads with who she is and why she is calling, prior to explaining her role. Aiesha asks the client if she has a brief moment to speak.

(00:44) Aiesha explains to the client why the funds have not disburse as of yet, lets the client know that loan will fund on Tuesday.

(1:46) Assures the client everything is ready to go by Tuesday.

(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.

Related Documents

  • Decent Essays

    (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
  • Decent Essays

    - Control:(1:22-1:52)(2:18-4:11)(4:46-5:46) Large gaps of dead air, we want to avoid this as much as possible to properly guide the call at 1:22 client provided phone number to pull up account after 30 seconds went by Bryan asked the verification questions. At 2:18- 4:11 Bryan did say to the client give me just a moment I will take a look... this would have been a good opportunity to utilize hold time by utilizing hold time you can get the document request ready or take a look at the account. At (4:46-5:46) This would have been a great opportunity to recap to the client the documentation that we are sending out to the client.…

    • 407 Words
    • 2 Pages
    Decent Essays
  • Decent Essays

    Is3350 Week 1 Case Study

    • 284 Words
    • 2 Pages

    Strengths: - Jackie executes on the strong intro with the team member, as well as the client. This is good for consistency. - Jackie is sure to verify the client's email address, prior to sending the registration link. - After the client is signed in, Jackie navigates the client toward changing his password. Good!…

    • 284 Words
    • 2 Pages
    Decent Essays
  • Decent Essays

    Anessa Nazha Case Studies

    • 117 Words
    • 1 Pages

    Nazha reported being born in Somerville Massachusetts, graduating from Somerville High School, and after graduating high school moved to Lowell. Nazha stated she moved back in with her mother 2 years ago after she found out she was pregnant. when she found out she was pregnant. She stated that the baby was a surprise and she did not intend to become pregnant. Nazha currently attends U Mass Lowell and is studying Legal studeies and Psychology.…

    • 117 Words
    • 1 Pages
    Decent Essays
  • Improved Essays

    Achman Case Study

    • 748 Words
    • 3 Pages

    I, Supreme Court Justice, Floyd McLeod, find in favor of Mohammed Achman. This case has proved to me that Mr. Achman 's rights as an U.S. citizen were violated multiple times. To go more in depth; on September 27, 2001, approximately two weeks after the terrorist attack of the World Trade Center, America, especially New York ,were on edge in finding any little details to get to the bottom of the attack and any future attacks. Unfortunately, the Achman 's felt the wrath and discrimination from American civilians. It all started with people breaking one of his windows to his store and destroying his mosque in queens.…

    • 748 Words
    • 3 Pages
    Improved Essays
  • Decent Essays

    (2:00) Lets the client know that we can eat an extra 1K off the loan cost. (2:26) Robert acknowledges that the cost is more than the other lender and understands the client's concerns. (3:15) Robert lets the client know that he did go to bat for him. (4:23) Lets the client know how lenders are able to cut cost by transferring the servicing…

    • 185 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    She informs the client the distinction between the loan difference between QL and Charles Schwab. She politely offers to send the client a link to help her get into the website and she is sure to verify the client's email address. She is sure to inquire if the client has any further questions or concerns and the call ends politely.…

    • 104 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    Strengths: Jackie greets the client in a polite and a professional tone. Inch: Initial ARP- (:52)The client made a request to have the additional inquires removed, Jackie did not acknowledge her concerns and asked if she can obtain her account information. We should respond to client concerns with empathy to show care and understanding. Consider responding in the ARP form. Jackie's explanation without empathy comes across as being defensive.…

    • 173 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    Case Study Dafina

    • 108 Words
    • 1 Pages

    Client request to speak to Matt. Strengths: Dafina has a strong greeting. Dafina did a great job expressing empathy regarding the client not being able to get through to the BPOC's line. Dafina did a good job foreshadowing the BPOC's information.…

    • 108 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    Strengths: Traci greets the client politely and does a good job digging deeper into the 3rd party's questions. Inch: Maintaining control- there were a few moments in the call where Traci does not properly foreshadow the dead air. We should foreshadow by clearly explaining what we're doing in the background so the client on the other end understands or politely place them on hold to research the issue.…

    • 68 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    Strengths: Kari greets the 3rd party politely and does a good job recapping the issue and from there setting the correct expectations regarding its disbursement. Inch: Ownership- (0:45-3:59) During this time Kari avoids taking the call promptly and keeps the 3rd party agent, waiting on the line. Whether it's a direct or indirect client of ours waiting on the line, we should be sure to take the call promptly for efficiency purposes and it shows we value their time.…

    • 79 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    Strengths: Angie greets the client politely, acknowledging the telephone conversation with the client regarding their concerns about the flood insurance. She explains the flood insurance was not showing paid and that the flood insurance is scheduled out of pocket and she contact the flood insurance agent. The email is polite and professionally formatted.…

    • 115 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    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
  • Decent Essays

    Strengths: - Good execution on strong intro with team member. - Chris uses the client's name throughout the phone call to personalize it. - Prior to sending the registration link, Chris verifies the clients email on file. He then gets confirmation from the client before sending the link. - Chris properly concludes the call…

    • 335 Words
    • 2 Pages
    Decent Essays
  • Decent Essays

    He also does a good job digging deeper regarding the contact the client had with the CCS and the SC. He politely requests the client to place on the hold. After holding, he informs the client his access to the file regarding payments are limited and he did leave a VM on her behalf for a follow-up setting the proper expectations for the turn around time. The call ends on a polite note.…

    • 193 Words
    • 1 Pages
    Decent Essays