Financial Counselor PT

Duties And Responsibilities

• Work closely with management to develop and plan monthly financial workshops both in-person and virtually focused on budgeting, credit scores, debt reduction strategies, etc.
• Work closely with financial institutions to leverage resources and to facilitate workshops as needed for residents.
• Prepare one-on-one lessons for residents who are in debt and provide them with actionable strategies to reduce current debt
• Conduct outreach with the Resident Ambassador by contacting residents with significant rent arrears
• Prepare tasks for residents to complete prior to one-on-one sessions.
• Foster and maintain strong relationships with residents and offer a safe space for them.
• Be familiar with technology-related banking tools and apps.
• Use Salesforce to track residents’ progress and follow-ups.
• Be familiar and open with working with people of different cultures and backgrounds.
• Maintain safe and healthy training environments by following organizational standards.
• Perform other related tasks deemed necessary by the agency.

Qualifications

• Bachelor’s degree required, preferably in finance, economics, or a business-related field
• Bilingual preferred (Spanish-speaking)
• 1-3 years of experience with financial counseling experience working with individuals of various backgrounds, including low-income communities, immigrants, etc.