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Financial Counselor - Credit Counselor

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Advocate Health Care

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Location:
United States , Milwaukee

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Category:

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Contract Type:
Not provided

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Salary:

24.10 - 36.15 USD / Hour

Job Description:

Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information. Assess financial status of clients. to understand a client’s current situation through analysis of their finances; discover their personal goals and prioritize the achievement of those objectives. Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources. If appropriate, including Debt Repayment Plans.

Job Responsibility:

  • Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
  • Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources
  • Contact consumers in accordance with the department follow up procedure and requested management
  • Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC)
  • Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers
  • Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines

Requirements:

  • Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months
  • Associates Degree or equivalent experience in Business or Social Work
  • Typically requires 3+ years of experience in a financial setting
  • Team player who can also work independently
  • excellent communication skills
  • Active Listening skills
  • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
  • Knowledge of principles and methods for curriculum and training design
  • Critical Thinking skills
  • math aptitude
  • experience with computers and accounting software
  • familiar with federal and state laws regarding lending, personal finance, and banking practices
  • Knowledge of principles and processes for providing customer and personal services
  • Ability to multi-task, manage multifaceted and administrative functions

Nice to have:

foreign language fluency

What we offer:
  • Paid Time Off programs
  • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
  • Flexible Spending Accounts for eligible health care and dependent care expenses
  • Family benefits such as adoption assistance and paid parental leave
  • Defined contribution retirement plans with employer match and other financial wellness programs
  • Educational Assistance Program
  • Opportunity for annual increases based on performance
  • Premium pay such as shift, on call, and more
  • Incentive pay for select positions

Additional Information:

Job Posted:
February 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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