MedVR
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About the Case

Jaxon Whitaker, a 32-year-old marketing consultant in Portland, is meeting with a bank executive to discuss his mortgage loan application. He has been informed that his application was rejected due to issues such as a low credit score or discrepancies in income verification. 

As the Relationship Manager, you need to explain the reasons for the loan rejection, offer guidance on improving Jaxon’s financial situation, and discuss alternative options for obtaining a mortgage. Your goal is to assist Jaxon in understanding and addressing the issues while exploring potential solutions. 

Learning Objectives:
  • Understanding and sharing others’ feelings to build trust and rapport 
  • Communicating information in a clear and understandable manner 
  • Demonstrating integrity and high standards in all interactions 
  • Engaging attentively to enhance understanding and response 
  • Offering direction and encouragement to help others achieve their goals 
Skills Assessed
  • Empathy  
  • Clarity  
  • Professionalism  
  • Active Listening  
  • Supportive Guidance

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Informing Loan Rejection

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