Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Stephanie Soto

20808 N 27th Ave ,Az

Summary

Dynamic Debt Consultant with a proven track record at Achieve, specializing in debt settlement and Multi product. Expert in negotiations and cash flow forecasting, I enhance client satisfaction through tailored financial solutions and effective communication. Committed to educating clients, I foster financial security and maintain strong relationships, ensuring compliance with industry standards.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Debt Consultant

Achieve
06.2022 - 04.2025
  • Provided comprehensive financial advice to clients, focusing on debt management and financial planning.
  • Educated the client of options to help resolve debt and become financially secure.
  • Evaluated financial health through cash flow analysis.
  • Conducted assessments to evaluate creditworthiness.
  • Enhanced customer satisfaction through excellent service.
  • Enhanced company reputation by resolving complex client issues through effective communication and negotiation skills.
  • Managed a portfolio of clients, ensuring timely payments and maintaining excellent client relationships.
  • Collaborated with legal counsel on escalated cases requiring litigation or arbitration proceedings for successful resolution.
  • Utilized analytical skills to evaluate clients'' financial situations accurately, enabling tailor-made solutions for each individual case.

Debt Consultant

Debt Advisors
10.2020 - 04.2022
  • Managed client portfolio and delivered tailored financial guidance.
  • Maintained up-to-date knowledge of industry regulations and compliance standards
  • Educated clients on financial management techniques to prevent future debt issues
  • Promoted a positive work environment among colleagues by sharing knowledge, resources, and expertise when needed for collective success as a team.

Education

Debt Resolution Sales -

Maricopa Community Colleges, Rio Salado Community College
Tempe, AZ
08.2022

Graduate Certificate -

William Allen High School
Allentown, PA
06.2006

Skills

  • Debt settlement
  • Debt recovery
  • Negotiation techniques
  • Debt negotiation
  • Cash flow forecasting
  • Budget planning
  • Credit counseling
  • Debt management

Certification

Certificate Debt Resolution specialist

Timeline

Debt Consultant

Achieve
06.2022 - 04.2025

Debt Consultant

Debt Advisors
10.2020 - 04.2022

Debt Resolution Sales -

Maricopa Community Colleges, Rio Salado Community College

Graduate Certificate -

William Allen High School

Similar Profiles

CREATE PROFILE
Stephanie Soto