Advisor Ll
Current* Check loan agreements to ensure that they are complete and accurate, according to policies.* Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.* Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.* Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.* Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.* Answer customer questions regarding problems with their accounts.* Receive payments and post amounts paid to customer accounts.* Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.* Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.* Transmit information or documents to customers, using computer, mail, or fax machine.* File and maintain records.* Enroll individuals to participate in programs and notify them of their acceptance.