Krista Attack Swot Analysis

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Strengths: - Krista executes on the strong intro with the team member and is sure to take prompt ownership of the call. - When the client is brought on the line, she is sure to execute on the strong intro. - Krista promotes the myql site as an option for the client to conveniently locate the documents needed from closing. - Great execution of the strong close! Opportunities: - Verify email address. At 3:40, Krista advises the third party that the team member from CR Servicing put in a request to have the document sent, however, he did not advise Krista of this on the warm transfer. Furthermore, the Docs Team noted the loan in AMP on 2/19 that they sent the doc request. We want to ensure we are setting the correct expectations for our clients and verifying the email address prior to submitting a doc request. Note: Please refer to …show more content…

(2:15) As the third party gives a bit more information regarding what she is looking for, Krista misses the opportunity maintain control by way of foreshadowing what she is doing and why. By doing this, we can make our phone calls more efficient. Try: "Alright, I'm going to pull up the closing documents so that I can set my eyes on the documentation that you are referring to. Bear with me just one moment while I do that..." Throughout the call, the third party takes control--specifically referring to the document request conversation. To take back this control, which helps to move the call along, try ARPing. "It sounds like it's important to get this document sent to you as soon as possible, so what I'm going to do is ensure we get this out as a rush. My documents team has already left for the evening, so I can have this emailed/faxed as early as tomorrow morning, certainly no later than 5pm est." (4:30 - 5:10) During extended silences like this, it is best to place the client on hold, to preserve the client experience--it is better to hear the hold music, than

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