Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Adam Wilson

Summary

Knowledgeable solutions specialist, skilled in both problem solving and direct client interactions. Excellent communication and organizational abilities, coupled with an exceptional creative aptitude.

Overview

1
1
Certification
11
11
years of professional experience

Work History

Senior Collections Specialist

SoFi Bank
Cottonwood Heights, UT
09.2025 - Current
  • Attempt to collect past due payment on delinquent personal loan accounts.
  • Assist borrowers facing difficult financial circumstances in applying for hardship assistance.
  • Guide borrowers who do not qualify for hardship assistance in next steps, including developing a strategy to bring their loans current.

Front-line Collections Agent

SoFi
Cottonwood Heights, UT
07.2024 - Current
  • Built rapport with customers by demonstrating understanding of their situation.
  • Negotiated to collect payments on delinquent accounts.

Payment Solutions Specialist

LendingClub
Lehi, UT
02.2022 - 07.2024
  • Collected payments on past due accounts.
  • Assisted clients struggling to make contractual payments in finding a workable solution.

Case Advisor

Wells Fargo
Salt Lake City, UT
02.2021 - 07.2021
  • Investigated FINRA complaints submitted to Wells Fargo by brokerage account holders and determined appropriate resolution.
  • Composed written responses to account holders emplaining the findings of the complaint investigation.

Benefits Advisor

GoHealth
Lindon, UT
08.2020 - 01.2021
  • Assisted Medicare recipients in finding supplemental Medicare insurance coverage that would meet their healthcare needs.

College Planning Specialist and Trader

Fidelity Investments
American Fork, UT
09.2015 - 08.2019
  • Assisted Fidelity clients in exploring options for college savings.
  • Placed securities trades for Fidelity clients, as well as assisting with general account maintenance.

Education

Bachelor of Science - International Relations

Utah Valley University
Orem, UT
04-2013

Skills

  • Consultation
  • Communication
  • Negotiation
  • Critical Thinking

Affiliations

  • Golden Key International Honours Society
  • Phi Theta Kappa International Honors Society

Certification

  • Series 7: 2015-2021
  • Series 63: 2015-2021
  • UT Insurance License: 2020-2022

Timeline

Senior Collections Specialist

SoFi Bank
09.2025 - Current

Front-line Collections Agent

SoFi
07.2024 - Current

Payment Solutions Specialist

LendingClub
02.2022 - 07.2024

Case Advisor

Wells Fargo
02.2021 - 07.2021

Benefits Advisor

GoHealth
08.2020 - 01.2021

College Planning Specialist and Trader

Fidelity Investments
09.2015 - 08.2019

Bachelor of Science - International Relations

Utah Valley University