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Trina Estes Case

Satisfactory Essays

Strengths: Anna greets the client in a polite and a professional tone. * this client may have been removed from the loan, verified security info with the credit report. She began to dig deep into the client's concerns to ensure this may not be an NRCC issue. She informs the client that the MB is no longer with us. ( However, Trina Estes is a purchase banker, not sure when transitioned) She offers to conference the client in with another MB that can assist. She is sure to inquire if there are any further

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