Loan advisory professional with deep experience in fostering client financial growth and well-versed in risk assessment and loan structuring. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Adept at client relationship management, financial analysis, and regulatory compliance, while maintaining high standards and delivering impactful results. Known for reliability and strategic thinking in fast-paced environments.
• Manage and respond to inbound and outbound customer inquiries through two-way text messaging, providing timely and effective solutions related to loan payments, account status, and repayment options.
• Work closely with customers in collections to negotiate payment arrangements, discuss settlement options, and guide them through resolving overdue balances while maintaining a customer-centric approach.
• Document all customer interactions and account details accurately in the system, ensuring compliance with company policies, regulatory guidelines, and best practices in debt resolution.
• Manage and resolve delinquent accounts by contacting borrowers to discuss repayment options and negotiate terms.
• Analyze customer financial situations to offer appropriate solutions, including loan modifications or repayment plans.
• Maintain accurate records of all customer interactions and ensure compliance with company policies and regulatory guidelines in the collections process.
Top Performing Loan Advisor
Oct 2024
Nov 2024
Dec 2024
January 2025