Credit Counselor - Level 1 (BIL)

Navicore Solutions Inc; Oregon; Hybrid; USD 24,000 - 34,000; Full time

Benefits offered by this job

Remote work

Equipment provided

Remote training

Job summary

Navicore Solutions Inc is hiring a Bilingual Counselor to provide remote financial counseling by phone in a call center environment. You will guide clients through options to improve financial wellbeing and document interactions in the CMS software.

Requirements include fluency in English and Spanish, 2+ years in related fields, and certification targets to be achieved within 6 months. Training is fully remote, equipment provided, and shifts are 40 hours per week.

Qualifications

• High School Diploma or equivalent.
• Must be fluent in English and Spanish.
• At least 2 years of experience in customer service, call center, finance, case management or social services.
• Must be computer literate and type at least 25 wpm, with phone-focused work.

Responsibilities

• Provide financial counseling over the phone in a call center setting, upholding the counseling model.
• Present options and help clients select solutions suitable to their situations.
• Capture data and interactions using the organization's CMS platform.

Skills

Bilingual English-Spanish

Customer service

Call center experience

Typing speed 25 wpm

Education

NFCC Housing Counselor Certification

HUD Housing Counselor Certification within 6 months

Tools

CMS platform

Outlook

Adobe

Microsoft Word

Smartphone

Job description

About Navicore Solutions

Navicore Solutions is a non-profit organization that helps create, restore, and maintain a life of financial wellness through empowered choices. We provide compassionate financial counseling to consumers nationwide in the areas of personal finance, consumer credit, student loans, foreclosure prevention, housing, disaster recovery, bankruptcy counseling and education. Our mission is to strengthen the well-being of individuals and families through education, guidance, advocacy, and support. You can be a part of our wonderful team!

Bilingual Counselor

Positions in our Counseling Department. This is a full-time, remote position and all training is conducted remotely. All technological equipment is provided to employees by the organization. Shifts: 40-hour schedule within business operating hours. Pay Rate: $21.00 per hour. What will you do as a Bilingual Counselor?

Role Description

As a Counselor, you will help individuals and families who are experiencing financial hardship. You will provide your clients with available options and assist them in selecting a solution that fits their situation. You will provide counseling over the phone in a call center environment, and will use your newly acquired certifications, training and interpersonal skills to help put clients' minds at ease and place them on the road to financial success.

What To Expect

• Provide financial counseling by upholding the standards of the counseling model to consumers in need. The position has many processes and procedures to maintain both in counseling delivery and data capture.
• Lengthy phone communication with consumers, client referrals and industry representatives.
• Requires attention, focus and being available for inbound calls in a remote work environment free from background noise and distractions.
• Ability to handle periods of high call volume, phone interactions and meet performance standards.
• Connect with consumers by phone and capture all aspects of the communication and data points using the organization’s proprietary software CMS platform.
• Ability to multi-task and use several software applications including the agency’s CMS, Outlook, Adobe, Word and a smart phone.

Basic Qualifications

• High School Diploma or Equivalent
• Must be fluent in English and Spanish
• At least 2 years of experience in customer service, call center environment, finance, case management or social services
• Must be computer literate, have the ability to type at least 25 words per minute and be able to spend your day on the phone
• Required to obtain NFCC and HUD Housing Counselor Certification within 6 months of start
• Ability to communicate effectively and professionally over the phone in a high volume in-bound call center environment
• Coachable and agreeable to feedback & improvement. Demonstrate ability and interpersonal skills to communicate with supervisor and management team
• Ability to pass a pre-employment screening process including criminal background check and drug screen

Preferred Qualifications

• Excellent time management, multi-tasking, communication and organizational skills
• Must have the ability to show compassion while maintaining a distinct level of direction
• Understanding of call-center and productivity requirements

Benefits

• Medical, Dental and Vision benefits within 90 days of hire
• Generous paid time off
• Student Loan Forgiveness Opportunities
• 403(b) Retirement Plan
• Recognition for performance

Training Class: 11/30/26