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Financial Counselor – Aurora Family Services
| Company | Advocate Health Care |
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| Location | Milwaukee, WI, USA |
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| Salary | $23.65 – $35.5 |
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| Type | Full-Time |
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| Degrees | Associate’s |
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| Experience Level | Mid Level |
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Requirements
- Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months
- Associates Degree or equivalent experience
- Typically requires 3+ years of experience in a financial setting
Responsibilities
- Assess clients’ overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources.
- Contact consumers in accordance with the department follow up procedure and requested management.
- Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC).
- Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers.
- Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines.
Preferred Qualifications
- Team player who can also work independently
- Excellent communication skills
- Active Listening
- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
- Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects
- Critical Thinking
- Good communication skills; math aptitude; experience with computers and accounting software; familiar with federal and state laws regarding lending, personal finance, and banking practices; foreign language fluency a plus
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Ability to multi-task, manage multifaceted and administrative functions in providing counseling sessions as applicable.
