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Angry Branch Manager Investigation of Calwest Mortgage Company. Lauren Carlucci Ashlee Cuddy Emily Moss Tara Murphy Travis Orr. Agenda. Background Key Players Major Issues Recommendations & Implementation. Company Overview. Mortgage backed loans Great success in 1990’s
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Angry Branch ManagerInvestigation of Calwest Mortgage Company Lauren Carlucci Ashlee Cuddy Emily Moss Tara Murphy Travis Orr
Agenda • Background • Key Players • Major Issues • Recommendations & Implementation
Company Overview • Mortgage backed loans • Great success in 1990’s • Policy of internal promotion • Account Executive Branch Manager • Conflict at Manhattan Beach Branch
Key Players • Stephanie Lawson: HR Manager • Joe Underwood: HR Representative • Michael Griffin: Regional Manager • Henry Starks: Branch Manager • Sal Khan: Account Manager
7 Issues Micromanagement Race Discrimination Tape Recordings Physical Abuse Mental Abuse Intimidation & Retaliation Lack of Written Performance Issues
Termination • Fire Calwest Manager Henry Starks • Cause of several issues • Liability to the company • Unhealthy workplace environment • Failure to follow policies • Decreasing sales • Exhausted other resources • Moving other employees to different office locations • Investigated complaints
Training Program • Current Policy • 1 Week training program • Focused on Selling Loans • 1 Hour of Human Resources & Management Techniques Training • New Policy • Partner with American Management Association • In Depth Seminars & Classes teaching management techniques • Classes Taught: • - Management Skills for New Managers • - How to Communicate with Diplomacy, Tact, and Credibility • - Successfully Managing People
Training Implementation • Points of Interest • Taken in seminar or class format so management can interact with people • Seminars taken during work hours • Managers are compensated to attend
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