Financial Counselor

12 hours ago

Mobile, Alabama, United States Lifelines Counseling Services Full time
Job Title: Consumer Credit Counseling Service Intake Specialist

Lifelines Counseling Services is seeking a dedicated and compassionate Consumer Credit Counseling Service Intake Specialist to support individuals and families in achieving financial stability and managing their credit effectively.

Key Responsibilities:
  • Answer incoming calls with professionalism, assess client needs, and book appointments for community clients.
  • Demonstrate a thorough understanding of Consumer Credit Counseling Service's mission, ensuring clients are informed and connected to the appropriate resources.
  • Mail/email intake information and necessary forms to clients who have booked appointments.
  • Return phone calls and respond to messages within the same day, coordinating coverage with co-workers as needed.
  • Organize and maintain comprehensive client files by gathering documentation, confirming appointments, and preparing counselors with the necessary details before sessions.
  • Process client deposits and payments, maintain financial logs, and ensure accurate daily reporting.
  • Conduct financial and housing education workshops and seminars to promote financial literacy in the community.
  • Stay up-to-date on industry trends, regulations, and best practices in consumer credit counseling.
Requirements:
  • Bachelor's degree in finance, economics, social work, or a related field is preferred; however, equivalent work experience will be considered.
  • Prior experience in consumer credit counseling or financial counseling is preferred.
  • Housing Counseling certification, preferred.
  • Strong knowledge of credit, debt management, housing education and financial planning principles.
  • Ability to advocate for clients' needs as they navigate community resources.
  • Excellent communication and interpersonal skills to establish rapport with clients.
  • Proficiency in using financial software and tools for budgeting and analysis.
  • Empathy, patience, and a non-judgmental attitude to effectively work with individuals facing financial difficulties.
  • Bilingual in English & Spanish is a plus
Benefits:
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (403b, IRA)
  • Life Insurance (Basic, Voluntary & AD&D) and Long Term Disability
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Wellness Resources

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