Financial Counselor

4 weeks ago

Lake Oswego, United States Balance Full time
Job DescriptionJob Description

BALANCE is currently looking for Financial Counselors to work fully Remote

Bilingual Spanish Preferred. Hours are 9AM-6PM Pacific

In this position you will be responsible for answering questions and conducting counseling sessions via telephone, internet, as well as representing BALANCE at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Duties include but are not limited to:

Provide one-on-one financial counseling sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being.

Provide valuable information to clients about bankruptcy, collections, consumer protection laws, court judgments, credit and debt issues, credit reports, financial planning and retirement, housing issues, identity theft, money management, student loans, transitioning to safe and affordable banking, and wage garnishments;

Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;

Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors;

Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;

Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed;

Conduct outbound calls for the purpose of follow-up and/or outreach;

Collect, track and report required data and input call and session notes for every client and interaction using the client management database;

Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar);

Successfully complete and pass the required training and participate in ongoing professional development;

Represent BALANCE at community events, partner meetings, or workshops;

Must successfully pass and obtain the following certifications within 90 days of employment;

  • Money Coach
  • NACCC Exam and Certification
  • Compliance Courses

Qualifications

Minimum Qualifications

Bilingual in Spanish;

Associate's degree from an accredited college;

Experience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fields;

Experience in community service such as volunteering, coaching, counseling or mentoring;

Working knowledge of Microsoft Word, Excel, Outlook, Virtual Meetings;

Ability to use a client management system;

Other Skills: Interpersonal Skills, Customer Service, Oral and Written Communication, Problem Solving, Organized, Adaptable, Punctual, and a Team Player

Preferred Qualifications

Bachelor's Degree; or one to two years related experience and/or training (EAP, financial services, counseling, banking, credit, and collection); or equivalent combination of education and experience.

WORK ENVIRONMENT

This is a telecommuting position. BALANCE will provide all of the equipment needed for a station setup. A strong internet connection is required. Equipment will need to be directly plugged into the router/modem (no Wi-Fi). Teleworkers must have a fixed desk, workstation, or office within their home.

BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more

BALANCE is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.

19-20 per hour

Location = NV, AZ, NM

#San Antonio Texas

  • Personal Financial Counselor, Assignment Ready Counselor, PFC, Utah

    4 weeks ago

    Salt Lake, Utah, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Financial Counselor Full Time

    3 weeks ago

    Salt Lake City, United States St. Mark's Hospital Full time

    Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Financial Counselor Full Time with St. Mark's Hospital you can be a part of an organization that is devoted to giving back! Benefits St. Mark's Hospital, offers a total rewards package that supports the health, life, career and...

  • Credit Counselor

    2 weeks ago

    Lake Charles, United States Pelican State Credit Union Full time

    Pelican State CU’s award-winning Financial Outreach Team is looking for a Credit Counselor **A DAY IN THE LIFE OF A CREDIT COUNSELOR INCLUDES**: - Performing credit and debt counseling to seek all possible solutions to resolve members’ financial problems and explain benefits to members. - Performing housing counseling for acquisition, delinquency,...

  • Financial Aid Coordinator

    4 weeks ago

    Lake Jackson, United States Brazosport College Full time

    **Posting Details**: - Posting Details **Posting Number**: - 70871**Job Title**: - Financial Aid Coordinator**Position Type**: - Administrative/Staff**FTE**: - Full-time**Department**: - Financial Aid**Pay Rate**: - Salary follows approved salary structure for C41; excellent benefits.- Posting Text **Job Summary/Basic Function**: - Reports to the...

  • Representative, Patient Access I

    2 weeks ago

    Lake Oswego, Oregon, United States Kaiser Permanente Full time

    : Job Summary:The Patient Access Representative I is a unique role within the Kaiser Permanente Health System environment. The Patient Access Representative I welcomes the patient into the care delivery setting and initiates the administrative systems that will lay the groundwork for the patients clinical care as well as the financial documentation. The...

  • Security Counselor

    4 weeks ago

    Moose Lake, Minnesota, United States Department of Human Services - Direct Care and Treatment Full time

    When all employees are embraced, respected and heard, we will build a collaborative, equitable, inclusive and anti-racist culture where everyone thrives.Job Class: Security CounselorAgency: Human Services DeptWho May Apply: Open to all qualified job seekersDate Posted: 12/08/2023Closing Date: 05/30/2024Hiring Agency/Seniority Unit: Department of Human...

  • Clinic Financial Manager

    1 week ago

    Lake Mary, United States Florida Cancer Specialists & Research Institute Full time

    Date Posted: 2024-06-14 Country: United States of America **Location**: Lake Mary Cancer Center WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional...

  • Receptionist, Patient Financial Services

    4 weeks ago

    Moses Lake, United States Samaritan Healthcare Full time

    Job DescriptionJob DescriptionOur MissionAll of us, for each of you, every time.Our VisionTogether, serving as the trusted regional healthcare partner.At Samaritan Healthcare we are dedicated to providing healthcare services to the community that we serve. We are committed to providing the very best work environment for our employees and the very best care...

  • Receptionist, Patient Financial Services

    2 weeks ago

    Moses Lake, United States Samaritan Healthcare Full time

    Our Mission All of us, for each of you, every time. Our Vision Together, serving as the trusted regional healthcare partner. At Samaritan Healthcare we are dedicated to providing healthcare services to the community that we serve. We are committed to providing the very best work environment for our employees and the very best care to our patients. A PFS...

  • Employment Counselor

    4 weeks ago

    Salt Lake City, United States Utah Department of Human Services Full time

    Job Description Working Title: Employment Counselor Job Title: Workforce Services Specialist I The Agency The mission of Workforce Services is we strengthen Utah’s communities by connecting the workforce to new opportunities and providing services to individuals and families in need. Today, more than 2,200 Workforce Services employees assist...

  • Mortgage Banker

    2 weeks ago

    West Lake Hills, United States BOK Financial Full time

    Req ID: 75001 Location: Austin -AUS, Dallas -DAL, San Antonio -SANAN Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 07/30/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and...

  • Junior Associate

    4 weeks ago

    Lake Oswego, United States Fisher Investments Full time

    Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a...

  • Onsite EAP Counselor

    4 weeks ago

    Salt Lake City, United States CuraLinc Healthcare Full time

    Job DescriptionJob DescriptionCuraLinc Healthcare is seeking a licensed substance abuse counselor or social worker to provide onsite EAP services in Salt Lake City, UT. This is a worksite based part-time/contract position for 17 hours per week. While the primary role of the Onsite EAP Clinician is to provide short-term solution-focused coaching and...

  • Social Service Worker/Licensed Substance Use Disorder Counselor

    4 weeks ago

    Salt Lake City, United States Salt Lake City Full time

    Position Title:Social Service Worker/Licensed Substance Use Disorder CounselorJob Description:The Salt Lake City Police Department is looking to add you to our team! We are looking for Social Service Workers, Advanced Substance Use Disorder Counselors, Licensed Substance Use Disorder Counselors, Certified Substance Use Disorder Counselor, or those with at...

  • Counselor, Development Services

    4 weeks ago

    Salt Lake City, United States The Church of Jesus Christ of Latter-day Saints Full time

    Job Description We are looking for a licensed professional counselor or rehabilitation counselor who seeks inspiration as they assist those with barriers that prevent them from obtaining employment. Applying your expert counseling skills, you will help clients work towards and achieve long term self-reliance. In this role, you'll thrive in a collaborative...

  • Imaging Scheduler/patient Access Representative

    4 weeks ago

    Lake Charles, United States Center for Orthopaedics Full time

    **GENERAL SUMMARY OF DUTIES**: Serves as primary contact for Radiology scheduling needs of the Center for Orthopaedics Imaging Center while serving as back up to the Patient Access Representative. **ESSENTIAL FUNCTIONS**: - Schedules radiology exams for multiple modalities based on orders from referring providers. Modalities include MRI, CT, Ultrasound,...

  • Assistant Director of Recruitment

    3 weeks ago

    Salt Lake City, United States Wacac Full time

    The Office of Admissions is seeking a personable, energetic and poised Assistant Director of Recruitment. Under the guidance of the Senior Associate Director of Recruitment, the Assistant Director of Recruitment will play a vital role within the team, focusing on critical aspects of the recruitment process. This position actively contributes to the...

  • Imaging Scheduler/Patient Access Representative

    1 month ago

    Lake Charles, United States Center for Orthopaedics Full time

    GENERAL SUMMARY OF DUTIES: Serves as primary contact for Radiology scheduling needs of the Center for Orthopaedics Imaging Center while serving as back up to the Patient Access Representative.ESSENTIAL FUNCTIONS:Schedules radiology exams for multiple modalities based on orders from referring providers. Modalities include MRI, CT, Ultrasound, Bone Density and...

  • Vp, Wealth Planner

    3 weeks ago

    Lake Grove, United States Fidelity Investments Full time

    **Wealth Planner**: Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships...

  • Patient Access Representative I EMC Orthopedic Clinic

    1 month ago

    Sheffield Lake, United States University Hospitals Health System Full time

    Description Position Summary Patient Access Representatives provide our world renowned healthcare team with comprehensive administrative support. PAR's serve as the first point of contact for patients and exemplify personal warmth, patient engagement, and professionalism. PAR's offer solutions in anticipation of patient needs and greet every patient...