Debt Management Counselor

Job Description

As a Debt Management Counselor, you'll play a crucial role in helping clients navigate their debt challenges. We are looking for someone with empathy and excellent communication skills to ensure our clients feel valued and assisted every step of the way.

Responsibilities

• Conduct initial assessments of clients' financial situations and establish trust.
• Create tailored debt management plans to facilitate positive financial outcomes.
• Deliver ongoing education and support to clients about budgeting and saving strategies.
• Actively mediate and negotiate with creditors to improve client repayment terms.
• Ensure comprehensive documentation of all client dealings and plan outcomes.
• Review and revise management plans based on client feedback and financial changes.
• Utilize various tools, including Microsoft Excel and debt management software.
• Organize informational sessions on navigating debt and financial wellness.
• Foster a supportive environment for clients facing complex financial issues.
• Work collaboratively with other financial advisors and analysts to provide comprehensive care.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or related field
• Professional certification in financial counseling highly regarded

Experience

• Minimum of 3 years' experience in financial counseling or debt management

Technical Skills

• Financial Analysis
• Negotiation Skills

Soft Skills

• Patience
• Teamwork

Certifications

• Registered Financial Counselor (RFC)

Languages

• English: Fluent

Advantageous

• Grant writing experience: Experience in securing funding or writing proposals for financial assistance.
• Community outreach experience: Experience in community engagement initiatives to support financial education.

Benefits

• Wellbeing programs and mental health support
• Paid time off for volunteering activities
• Employee recognition programs
• Career progression opportunities within the organization

Company Culture

• Team Spirit: Collaboration is key to our success. We work together to achieve positive client outcomes.
• Empowerment: We empower our employees to take initiative and make a difference in clients' lives.
• Community Focus: Our mission includes giving back to the communities we serve, enhancing financial literacy through outreach.