Advocate Aurora Health · 1 day ago
Financial Counselor - Credit Counselor
Milwaukee, WI - 1020 N 12th St
Full-time
Onsite
Mid Level
$24.10/hr - $36.15/hr
3+ years expAdvocate Aurora Health is the third-largest nonprofit, integrated health system in the United States, and they are seeking a Financial Counselor - Credit Counselor to support clients in managing their financial situations. The role involves assessing clients' financial status, developing action steps and goals, and maintaining compliance with relevant standards and regulations.
Health Care
Responsibilities
Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information. Assess financial status of clients. to understand a client’s current situation through analysis of their finances; discover their personal goals and prioritize the achievement of those objectives
Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources. If appropriate, including Debt Repayment Plans
Contact consumers in accordance with the department follow up procedure and requested management
Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC)
Maintains current Department of Financial Institution (DFI) rules, Counsel on Accreditation (COA) standards, National Foundation for Credit Counseling Standards as well as agency policies and procedures
Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers
Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines. Reliability and responsiveness to counseling task schedule and department communication
Qualification
Required
Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months
Associates Degree or equivalent experience
Typically requires 3+ years of experience in a financial setting
Team player who can also work independently, excellent communication skills
Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects
Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Good communication skills; math aptitude; experience with computers and accounting software; familiar with federal and state laws regarding lending, personal finance, and banking practices; foreign language fluency a plus
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Ability to multi-task, manage multifaceted and administrative functions in providing counseling sessions as applicable and in such areas as phone appointments, outbound call initiative, pilot program projects and assignments and third party co-op initiative
Benefits
Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
Company
Advocate Aurora Health
Advocate Aurora Health is a Healthcare
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$10.17MKey Investors
National Cancer Institute
2022-12-02Acquired
2019-08-20Grant· $10.17M
Leadership Team
Don Fosen - CISM, HCISPP
Chief Technology Officer
Jon Kluge
Chief Operating Officer, Senior Vice President, Advocate Aurora Medical Group
Recent News
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