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.