Consumer Credit Counseling Service Intake Specialist

Lifelines Counseling Services is seeking a dedicated and compassionate Consumer Credit Counseling Service Intake Specialist to join our team. As a nonprofit organization committed to supporting individuals and families, we empower our clients to achieve financial stability and manage their credit effectively. In this vital role, you will have the opportunity to make a meaningful impact on the lives of those facing debt and financial hardships. Your responsibilities will include answering incoming calls, assessing client needs, and coordinating access to our services. Additionally, you will play an important part in delivering financial education and promoting financial wellness within the community.

By joining our team, you'll help clients navigate challenging financial situations, fostering long-term growth and stability.

Responsibilities

• Answer incoming calls with professionalism, assess client needs, and book appointments for community clients.
• Demonstrate a thorough understanding of Consumer Credit Counseling Service’s mission, ensuring clients are informed and connected to the appropriate resources.
• Mail/email intake information and necessary forms to clients who have booked appointments.
• Return phone calls and respond to messages within the same day, coordinating coverage with co-workers as needed.
• Organize and maintain comprehensive client files by gathering documentation, confirming appointments, and preparing counselors with the necessary details before sessions.
• Process client deposits and payments, maintain financial logs, and ensure accurate daily reporting.
• Conduct financial and housing education workshops and seminars to promote financial literacy in the community.
• Stay up-to-date on industry trends, regulations, and best practices in consumer credit counseling.

Requirements

• Bachelor's degree in finance, economics, social work, or a related field is preferred; however, equivalent work experience will be considered.
• Prior experience in consumer credit counseling or financial counseling is preferred.
• Housing Counseling certification, preferred.
• Strong knowledge of credit, debt management, housing education and financial planning principles.
• Ability to advocate for clients' needs as they navigate community resources.
• Excellent communication and interpersonal skills to establish rapport with clients.
• Proficiency in using financial software and tools for budgeting and analysis.
• Empathy, patience, and a non-judgmental attitude to effectively work with individuals facing financial difficulties.
• Bilingual in English & Spanish is a plus

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (403b, IRA)
• Life Insurance (Basic, Voluntary & AD&D) and Long Term Disability
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Training & Development
• Wellness Resources