Financial Counselor/Team Lead, Clarifi

Posted by on June 03, 2013

Financial Counselor/Team Lead – Financial Empowerment Centers, Clarifi
Posted on: May 21, 2013

SUMMARY

The Financial Empowerment Centers are part of a national effort to improve the financial stability of Philadelphia’s households by integrating high-quality, one-on-one financial education and counseling into existing public and non-profit programs in order to achieve multiple outcomes for clients.

The Financial Counselor/Team Lead delivers options and recommendations to a client after a thorough review of the client’s current and future financial circumstances, which may include debt, credit, asset, and banking issues. Counseling responsibilities include documenting all recommendations in an individualized action plan and, through effective communications, helping each client understand the role he or she plays in the success of the plan. As one of two team leads, the counselor/team leader will oversee the operations of the Financial Empowerment Center office at one “hub” and two satellite offices and be responsible for the administrative requirements of the respective office sites. In this capacity, the team lead will manage the day-to-day functions of the counseling staff at the assigned sites. This oversight will include generating, reviewing, and submitting reports, ensuring data integrity and work quality of the assigned counseling staff, following up with clients, both external and internal, and monitoring the ongoing training of counseling staff. Each Counselor/Team Lead will be located in one of the two Financial Empowerment Center hubs in the city of Philadelphia.

QUALIFICATIONS & COMPETENCIES

• Minimum of three (3) years of relevant work experience in finance, financial education, counseling/coaching, or social-service delivery.
• Experience working with individual consumers in financial/budget analysis, financial planning, mentoring or teaching, or ongoing customer service preferred.
• Minimum of two (2) years oversight experience managing the workloads and integrity and quality of work produced by multiple direct reports.
• Knowledge of the subjects of credit, debt, and money management; savings and investment options; and safe financial products and services.
• Knowledge of housing counseling and awareness of mortgage diversion or mediation programs a plus.
• Bachelor’s degree in an appropriate field from an accredited college required.
• Ability to obtain pertinent client information, analyze financial and asset data, and understand the client’s goals in order to determine the client’s options and assist the client in making informed decisions on his or her options.
• Commitment and ability to maintain confidentiality of borrower communications and information.
• Strong verbal communications skills necessary for interpreting information, responding clearly to questions and concerns, and presenting information that is clear to the client.
• Ability to speak and understand languages other than English preferred.
• Solid written communication abilities which enable the reading and interpreting of written information and the writing of effective business communications needed.
• Computer literacy, including the ability to use the internet and e-mails, and proficiency with Microsoft Office Programs, particularly Outlook, Word, and Excel required. Experience with Efforts to Outcomes (ETO™) Software a plus.

http://www.idealist.org/view/job/66m3j66zCWmD/