Angry Branch Manager Investigation of Calwest Mortgage Company

1. Angry Branch ManagerInvestigation of Calwest Mortgage Company Lauren Carlucci Ashlee Cuddy Emily Moss Tara Murphy Travis Orr

2. Agenda • Background • Key Players • Major Issues • Recommendations & Implementation

3. Company Overview • Mortgage backed loans • Great success in 1990’s • Policy of internal promotion • Account Executive  Branch Manager • Conflict at Manhattan Beach Branch

4. Key Players • Stephanie Lawson: HR Manager • Joe Underwood: HR Representative • Michael Griffin: Regional Manager • Henry Starks: Branch Manager • Sal Khan: Account Manager

5. 7 Issues Micromanagement Race Discrimination Tape Recordings Physical Abuse Mental Abuse Intimidation & Retaliation Lack of Written Performance Issues

6. 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

7. Recruitment

8. 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

9. 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

10. References (2010). Seminars. Retrieved from http://www.amanet.org/individualsolutions/seminars.aspx?SelectedSolutionType=Seminars Alsever, Jennifer. "How to Handle a Workplace Bully." 20 October 2009. BNET. <http://www.bnet.com/2403-13059_23- 242687.html?tag=content;col1>. Armstrong, Michael. A handbook of human resource management practice. Sterling: Kogan Page Limited, 2003. Beyond.com employers target active and passive job seekers. (2010). Retrieved from http://www.beyond.com/employers/ The Conference Board. "U.S. Job Satisfaction at Lowest Level in Two Decades ." 5 January 2010. The Conference Board: Trusted Insights for Business Worldwide. 10 March 2010 <http://www.conference board.org/utilities/pressDetail.cfm?press_ID=3820>. Counter-productive behavior index, pre-employment test. (2010). Retrieved from http://www.super- solutions.com/Counter-ProductiveBehaviorIndex.asp Heathfield, Susan M. "You Can Make Their Day: Ten Tips for the Leader About Employee Motivation." 10 March 2010. About.com. <http://humanresources.about.com/od/motivationsucces3/a/lead_motivation_3.htm>. Maughan, Jaceson. "How to Improve Your Interpersonal Communication Management Skill." 2010 3 March. Life123. <http://www.life123.com/career-money/career-development/management- skills/interpersonal-communications.shtml>. Pearson, D.G. (2003, April 9). Applicant screening assessments. Retrieved from http://pcasw.com/screening_assessments.htm

11. Questions & Comments