Loan Officer

Job Description

As a Loan Officer with our non-profit organization, you will be responsible for providing financial counseling and guidance to clients. Your role will involve assisting clients in managing their finances effectively and making informed decisions about their financial future. You will collaborate with other professionals, ensuring comprehensive financial support.

Responsibilities

• Develop and implement financial improvement plans personalized for clients.
• Assist clients in understanding their credit reports and improve their credit scores.
• Conduct workshops and seminars to educate the community on financial literacy.
• Work closely with local agencies to connect clients with additional resources.
• Monitor clients' progress and adjust their financial strategies as needed.
• Document all client interactions and maintain accurate records.

Requirements

Education

• Degree in Financial Planning, Accounting, Business Administration, or related field

Experience

• Minimum 2 years of experience in financial counseling or related field.

Technical Skills

• Accounting principles
• MS Excel

Soft Skills

• Organizational skills
• Confidentiality

Languages

• English: Fluent

Advantageous

• Experience with tax planning: Experience with tax planning and preparation is beneficial.
• Community outreach experience: Experience working with diverse populations, particularly underserved communities.

Benefits

• Comprehensive health insurance
• Annual salary reviews
• Access to financial wellness programs
• Employee assistance programs

Company Culture

• Team Collaboration: We believe in teamwork and collective success.
• Continuous Improvement: We are always looking for ways to improve our services and skills.
• Diversity and Inclusion: We value diversity and strive to create an inclusive workplace.