- Featured in:
Find out what is the best resume for you in our Ultimate Resume Format Guide.
Additional Finance Resume Samples
Credit Counselor Resume Samples
No results found
0-5 years of experience
- Call center environment, provided one-to-one counseling for clients who are facing a financial hardship have questions about the HAMP Modification Reset.
- As a certified counselor helped consumers determine which mortgage relief program they qualified for, helped them apply, and reviewed their budget.
- Advocated for clients as a foreclosure alternative
- Provided individual assessment, action plan, and help them understand homeowners insurance.
- Participated in NFCC certification and learning process
- Empowered a vast majority of consumers to take charge of their finances
0-5 years of experience
- Provided nationwide budget and credit counseling to consumers who submitted online personal and financial status documentation.
- Created financial profiles from online submissions to begin budget needs analysis.
- Retrieved Equifax credit reports to review debts and other financial obligations.
- Prepared written action plans to communicate financial recommendations to consumers and contracts for enrollment in the optional debt management plan.
- Communicated with consumers via email or telephone to answer questions on counseling packet.
- Referred consumers to social service or community resources for needs beyond those of budget and credit counseling.
- Conducted scheduled and weekly telephone counseling sessions to update financial information and review their financial health.
- Maintained consumers’ financial activity records such as counseling session notes, correspondence, document images, and inquiries.
6-10 years of experience
Responsible for deriving individually tailored solutions to all facets of the client’s debt and money management needs and issues through the use of debt repayment plans, education, and/or referral to other assistance organizations
- Providing financial, budget, and debt management counseling to assist clients with developing solutions in money management through the debt management program.
- Conducts research and resolves client issues related to their debt management plan, including priority research to stop repossessions, levies, garnishments, and foreclosures.
- Negotiates with creditors to facilitate favorable problem resolution and concessions.
0-5 years of experience
- Answer incoming calls and client inquiries
- Created and assisted clients on budgeting their living expenses
- Provided counseling sessions for clients who wanted to view different options on how to minimize their current debt load
- Pulled credit reports to view clients debt to find possible solutions
- Consolidated debt
- Contacted banks to lower clients interest on their current debt
- Enrolled clients in a debt management program
0-5 years of experience
- Responsible for assessing the client’s financial situation through one-on-one in person sessions, inbound and outbound calls counseling sessions.
- Develops individually tailored Debt Management Plan (DMP) to assist clients with debt repayment when appropriate.
- Provides clients with appropriate referrals to other assistance organizations, when needed.
6-10 years of experience
- Advise and Educate individuals that are struggling with debts
- Provide guidance in determining the best type of plan or program available to them
- Help them to develop debt management plans
- Advise on credit issues, provide budget, mortgage and bankruptcy assistance
- Provide counseling either via phone, e-mail and in person
0-5 years of experience
- Counsel clients on methods how to lose weight and why they are not losing weight.
- Motivational interview clients.
- Answer calls and counsel clients about their debt.
- Explore and establish a client’s budget.
- Put clients on a debt management plan.
- Provide resources on different programs that will benefit clients.
- Process payments.