Community Trust Bank

Financial Planning and Analysis

• Support members to strengthen their financial wellness through outreach and guidance
• Conduct outreach calls to help members navigate financial stressors
• Analyze financial situations to determine best course of action to assist members
• Provide internal and external resources to guide members through financial crisis
• Generate correspondence to Members and retain appropriate documentation for files
• Handle GAP and CPI claim processing
• Assist with credit bureau disputes
• Charge Off Loans in core system
• File proof of claim and objections for bankruptcies
• Manage account adjustments and resolutions
• Process Recovery Payments
• Manage all aspects of the repossession process

Financial Wellness Advocate