POSITION SUMMARY: Working independently within clear guidelines and established procedures for financial options and programs, which include budgeting counsel, credit practices, housing issues, and the wise use of credit over the phone and face-to-face. Review’s client’s financial situation and works with client to develop and implement a clear financial management action plan. Perform moderately complex job functions and activities within assigned area.

RESPONSIBILITIES AND DUTIES:

Thoroughly review and create analysis of debt to income during counseling sessions.

Educate clients about available financial options while counseling clients on the value of good financial management.

Assess client’s needs and develops a client plan of action recommendation based on the information established in the counseling session.

Set up budget and assist clients in resolving their financial indebtedness.

Maintain thorough records on each session and promptly submit records according to established procedures. Utilize computer systems to input counseling results.

Acquire and maintain current and up-to-date relevant information required to support programs and services that align with our mission.

Promote a positive image of credit.org throughout programs supported by credit.org.

Create appropriate referrals to other resources in the community based on client’s needs. (Legal Referral Service, Legal Aid, Family Services, Food Share, etc.) Counselor does not give legal or tax advice.

Adhere to established company policies and procedures.

Provide support to management in the performance of other duties as required by the department Manager/Supervisor.

Receive assignments from Supervisor/Manager and work independently within clear guidelines and established agency policies and procedures.

Participate in a team within the organization; regular attendance and punctuality is required.

Assist and perform other duties as assigned.

QUALIFCATIONS AND REQUIREMENTS:

Minimum High School Diploma (or GED) required, Degree preferred and 1-3 years’ experience in Insurance, collections or any finance related position.

Demonstrated performance and work experience may be a substitute for the education requirements.

Must obtain applicable counseling certifications, i.e., HUD, HECM, NFCC, FDCPA, FCRA, etc. within 6 months of date of hire as outlined in our “Exam Policy and Procedures”. Must maintain and recertify certification throughout employment.

Effective verbal, listening, and written communication skills, ability to listen to and consider diverse ideas and opinions; bilingual Spanish preferred.

Recognized ability to function efficiently in a computerized environment. Possess high level skills using personal computer applications such as Microsoft Office.

Demonstrated ability to work independently with self-direction as well as in one-on-one group setting; Proven ability to display good judgment and common-sense qualities.

Must meet department productivity standard after 90 days.

PHYSICAL DEMANDS:

Heavy phone volume which requires speaking for 90% of a scheduled shift.

The individual is required to regularly sit at a computer and enter data for extended periods of time.

The individual is required to listen and talk to individuals and before groups in the performance of the job.

Job Type: Full-time

Pay: $20.00 - $20.50 per hour

Expected hours: 40 per week

Benefits:

 

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

 

Work Location: In person