Dennis B.
Client Care Advisor @Credit Lift Inc
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WORK HISTORY
Client Care Advisor @Credit Lift Inc
Edmonton, AB, CA
Performed initial consultation and reviews of client\'s significant debts & financial problems and develops a comprehensive strategy for managing their debts and protecting their assets and financial well-being. • Administered and managed through counseling sessions in guiding clients on spending habits, developing appropriate financial goals tailored to their specific needs and appropriate plan to achieve their goals.• Prepared numerous forms of client’s documentation and reports
ABOUT DENNIS B.
IFIC-certified financial services and banking professional with 14 years of experience…
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