Colby Conover Email & Phone Number

Norfolk, Ne

•Helps with determining risk tolerances to create individualized investment strategies to help achieve retirement, education, or other long term financial dreams.•Determining retirement income and expense needs to formulate retirement strategies to maximize tax deferral and reduction strategies.•Providing protection planning through the service of life, health, and disability insurance needs. •Helping families create a protected and easily transferable estate along with reducing estate taxes and expenses.

Lincoln, Nebraska Area

Full-Time, Consolidations 2007-2008• Offered services to potential customers to aggregate student loan debt into consolidated student loan account.• Helped to cumulate both inside and outside customer base to enhance company’s student loan portfolio.• Advised of payment plan options and interest rate quote’s to swap floating interest rate loans for fixed interest rates. • Initiated outbound sales calls to recent and past graduates to advise of benefits of consolidation and fixed interest rate loans. Full-time, Default Management 2008-2010• Monitored for credit risk reduction on student loan accounts while contacting clients to minimize risk through payments and federal entitlement programs through the United States Department of Education.• Advised student loan borrowers on subsidies and repayment plan options available for current and potential student loan borrowers.• Employed processes and procedures for evaluating customer financials to determine suitable long term solutions.• Multi-tasked between inbound/outbound dialing to initiate communication on near defaulting accounts. Full-Time, Direct Account Placement (DAP) 2010-2014• Employed to work on federal contract with the United States Department of Education to obtain optimum benchmarks in delinquency accountability and long term repayment statuses relative to three outside corporations. • Skip tracing using federal and private databases on student loan accounts with advanced delinquencies with little to no prior communication with the account holder.• Utilized social media platforms for marketing strategies and increase contact rates with student loan borrowers.