Debt Advisor Resume

Posted in Advisor Resume Examples

Paul Baker

1207 Kidd Avenue

Wasilla, AK 99654



Job Objective Looking for work as a Debt Advisor with an organization today in order to practice my skills and experience in the industry.

Highlights of Qualifications:

  • Remarkable experience with investment sales and portfolio management
  • Extensive knowledge about financial issues like debit, credit, balance sheet and auditing
  • Deep understanding of conformity regulations of investment products
  • Excellent customer service and administration skills
  • Ability to use own initiative to achieve outcomes
  • Ability to work independently and in a team environment

Professional Experience:

Debt Advisor, August 2005 – Present

BB&T, Wasilla, AK

  • Performed interviews of clients to assess their financial situation.
  • Explained the financial information to clients.
  • Negotiated on behalf of clients, arranged a new payment schedule for a debt.
  • Helped the clients plan and manage their budgets.
  • Referred the clients to other sources of help, housing advisers and welfare rights advisers.
  • Maintained the records and information systems.
  • Stayed up to date with financial legislation.

Debt Advisor, May 2000 – July 2005

First Command Financial Services, Inc, Wasilla, AK

  • Provided the telephone based budget advice to clients.
  • Negotiated the payment arrangements with creditors on behalf of clients.
  • Managed a portfolio of clients ensuring standards.


Bachelor’s Degree in Finance, Herzing University, Madison, WI

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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