SpecialAssignmentCRT Casewas openedin error for apriortransfer.ImmediateRedemptionEmail fromLegalattachedor needed.A TDE is intheProcessingNotes.CalloutRequired byRAM butnot SPOC.Deceasedclientproceduresare notcomplete.ProcessingRequirementsis not clear atall.SPOC putsclarificationcommentsoneverything.A waive ison the casenot thework item.TAcrashesonce.Last rep workavoidedit/mishandledprior request.There aremore than 10items in back-up under theSSN.BankInstructionsincludedare NIGO.A former orfuture POAis involvedsomehow.TheDocusignhas 100+pages.TrustPaperwork is4+Attachments.The SPOCreleases theitem into thequeue.MultipleAccounttypes needto becomplete.Need helpfromLeadership.>8HoldingsRequestwill takean hour tofix.Item isreceivedwithin lasthour of theday.50% or moreof attachmentshave noidentifyingcomments.SpecialAssignmentCRT Casewas openedin error for apriortransfer.ImmediateRedemptionEmail fromLegalattachedor needed.A TDE is intheProcessingNotes.CalloutRequired byRAM butnot SPOC.Deceasedclientproceduresare notcomplete.ProcessingRequirementsis not clear atall.SPOC putsclarificationcommentsoneverything.A waive ison the casenot thework item.TAcrashesonce.Last rep workavoidedit/mishandledprior request.There aremore than 10items in back-up under theSSN.BankInstructionsincludedare NIGO.A former orfuture POAis involvedsomehow.TheDocusignhas 100+pages.TrustPaperwork is4+Attachments.The SPOCreleases theitem into thequeue.MultipleAccounttypes needto becomplete.Need helpfromLeadership.>8HoldingsRequestwill takean hour tofix.Item isreceivedwithin lasthour of theday.50% or moreof attachmentshave noidentifyingcomments.

Overtime - Processing - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Special Assignment
  2. CRT Case was opened in error for a prior transfer.
  3. Immediate Redemption
  4. Email from Legal attached or needed.
  5. A TDE is in the Processing Notes.
  6. Callout Required by RAM but not SPOC.
  7. Deceased client procedures are not complete.
  8. Processing Requirements is not clear at all.
  9. SPOC puts clarification comments on everything.
  10. A waive is on the case not the work item.
  11. TA crashes once.
  12. Last rep work avoided it/mishandled prior request.
  13. There are more than 10 items in back-up under the SSN.
  14. Bank Instructions included are NIGO.
  15. A former or future POA is involved somehow.
  16. The Docusign has 100+ pages.
  17. Trust Paperwork is 4+ Attachments.
  18. The SPOC releases the item into the queue.
  19. Multiple Account types need to be complete.
  20. Need help from Leadership.
  21. >8 Holdings
  22. Request will take an hour to fix.
  23. Item is received within last hour of the day.
  24. 50% or more of attachments have no identifying comments.