Aurora Health Care · 7 hours ago
Financial Counselor - Credit Counselor
Milwaukee, WI
Full-time
Onsite
Mid Level
$24/hr - $36/hr
3+ years expAurora Health Care is seeking a Financial Counselor - Credit Counselor to assess clients' financial situations and help them develop realistic action steps and goals. The role involves working with clients on money management skills and maintaining knowledge of financial regulations and community resources.
Health Care
Responsibilities
Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
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
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
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
Preferred
foreign language fluency a plus
Company
Aurora Health Care
At Aurora Health Care, helping people live well is what drives us – it’s our purpose and what we do every day.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Kristie Geil DNP, RN, CENP
Area VP/CNO Aurora Health Care, South Wisconsin, VP/CNO Aurora Medical Center Kenosha
Carla LaFever
Chief Clinical Services Officer
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