Consumer Credit Counselor

Job Description

As a Consumer Credit Counselor, you will provide expert guidance to individuals facing credit and debt challenges. Your role will involve developing personalized strategies to help clients improve their financial situations and achieve long-term goals.

Responsibilities

• Assess and analyze clients' financial situations via detailed consultations.
• Create tailored financial action plans and debt repayment strategies.
• Advise clients on improving their credit scores through effective management techniques.
• Provide emotional support and encouragement to clients facing financial challenges.
• Develop educational materials and resources to facilitate client understanding of financial concepts.
• Participate in community outreach initiatives to promote financial literacy.
• Utilize CRM software to track interactions and outcomes with clients.
• Ensure compliance with federal and state regulations related to credit counseling.
• Facilitate workshops and seminars on credit management best practices.
• Maintain communication with creditors to advocate for clients’ interests.

Requirements

Education

• Master's degree in Finance, Accounting, Business, or related field
• Certification in Financial Planning or Coaching is a plus

Experience

• 3+ years of experience in consumer financial counseling or related field

Technical Skills

• Negotiation Skills
• Conflict Resolution

Soft Skills

• Analytical Thinking
• Teamwork

Certifications

• Financial Planning Certification

Languages

• English: Fluent

Advantageous

• Bilingual proficiency: Ability to communicate effectively in both English and Spanish.
• Experience in nonprofit sectors: Prior experience in nonprofit credit counseling agencies is desirable.

Benefits

• Health and wellness benefits including gym memberships
• Generous paid time off and holiday schedule
• Professional development opportunities
• Access to financial coaching and resources

Company Culture

• Innovation and Growth: We encourage innovation and provide opportunities for growth and advancement.
• Transparency: Our leadership values open communication and transparency in all decisions.
• Team Collaboration: Collaboration is key to our success, fostering strong relationships among all team members.