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Benefits offered by this job
401(k) plan with employer match
Employee stock ownership plan
Discounted home mortgage rate
Flexible spending accounts
Job summary
A community development financial institution in Lockesburg is seeking a Bilingual Financial Counselor I to provide comprehensive financial counseling. This role focuses on empowering clients to achieve financial goals while supporting underserved communities. The ideal candidate will have a bachelor’s degree, relevant certifications, and bilingual proficiency in English and Spanish, alongside strong analytical and customer relations skills.
Qualifications
Minimum of five years of experience in credit or financial counseling.
Must obtain HUD housing counselor certification within six months.
Ability to prioritize workload and work independently.
Responsibilities
Provide one-on-one financial counseling to customers.
Analyze and assess financial conditions of consumer customers.
Develop new clients and partners through community outreach.
Skills
Fluent in English and Spanish
Analytical ability
Customer relations skills
Organizational skills
Education
Bachelor’s degree or equivalent
HUD housing counselor certification
Accredited Financial Counseling certification
Tools
Microsoft Office Suite
CRM systems
Job description
A community development financial institution in Lockesburg is seeking a Bilingual Financial Counselor I to provide comprehensive financial counseling. This role focuses on empowering clients to achieve financial goals while supporting underserved communities. The ideal candidate will have a bachelor’s degree, relevant certifications, and bilingual proficiency in English and Spanish, alongside strong analytical and customer relations skills.