Financial Counselor - Credit Counselor

• 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
• 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)
• Maintains current Department of Financial Institution (DFI) rules, Counsel on Accreditation (COA) standards, National Foundation for Credit Counseling Standards as well as agency policies and procedures
• 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
• Reliability and responsiveness to counseling task schedule and department communication

• 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, teaching and instruction for individuals and groups, and the measurement of training effects
• Critical Thinking skills
• Good communication 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

foreign language fluency a plus

• 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