Debt counselor job description
Updated March 14, 2024
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Example debt counselor requirements on a job description
Debt counselor requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in debt counselor job postings.
Sample debt counselor requirements
- Minimum Bachelor's degree in finance, accounting or business
- Relevant certification such as Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP)
- At least 2 years of experience in debt counseling or related field
- Strong knowledge of financial products and services
- Familiarity with state and federal laws related to debt management and consumer protection
Sample required debt counselor soft skills
- Excellent communication and interpersonal skills
- Empathetic and compassionate nature
- Ability to work under pressure and handle difficult clients
- Strong problem-solving and analytical skills
- Ability to maintain confidentiality and ethical standards
Debt counselor job description example 1
Community Service Society of New York debt counselor job description
The Community Service Society (CSS) is an independent, not-for-profit organization that has been at the forefront of public policy innovations that support low-income New Yorkers for more than 175 years. Through its Program Services Department, CSS launched a new initiative called the Education Debt Consumer Assistance Program (EDCAP), which is focused on helping consumers navigate their student loan debt. EDCAP is expanding its services and catchment area and seeks a strong candidate to join its team to provide outreach, education, and case management services on a temporary and part-time basis.
Job Description:
EDCAP provides remote and in-person counseling services to individuals who need help navigating the student lending system and understanding their repayment options. Services include helping borrowers enroll in appropriate repayment plan, getting out of default, applying for student loan discharge or forgiveness programs, and much more. The Financial Counselor will be responsible for providing one-on-one consumer assistance to borrowers and conducting outreach and education efforts for the program. Responsibilities include:
•Providing information and advice to student loan borrowers based on their specific circumstances
•Helping student loan borrowers apply for relief through cancellation, forgiveness, or discharge programs
•Conducting outreach and education presentations on higher education debt related topics
•Preparing training materials and fact sheets, as needed
•Maintaining thorough case records of services provided, advice and/or referrals
•Ability to recognize and contribute to reporting of program trends and statistics
•Other responsibilities identified by Supervisor
Job Requirements:
•BA or relevant advanced degree
•Experience conducting outreach, trainings, and presentations
•Experience providing customer service assistance
•Proficient with MS Office required
•Ability to provide information in a fair and impartial manner which is culturally and linguistically appropriate.
•Strong written and verbal communication skills required
•Knowledge of personal finance
•Knowledge of or interest in student loans preferred
Job Description:
EDCAP provides remote and in-person counseling services to individuals who need help navigating the student lending system and understanding their repayment options. Services include helping borrowers enroll in appropriate repayment plan, getting out of default, applying for student loan discharge or forgiveness programs, and much more. The Financial Counselor will be responsible for providing one-on-one consumer assistance to borrowers and conducting outreach and education efforts for the program. Responsibilities include:
•Providing information and advice to student loan borrowers based on their specific circumstances
•Helping student loan borrowers apply for relief through cancellation, forgiveness, or discharge programs
•Conducting outreach and education presentations on higher education debt related topics
•Preparing training materials and fact sheets, as needed
•Maintaining thorough case records of services provided, advice and/or referrals
•Ability to recognize and contribute to reporting of program trends and statistics
•Other responsibilities identified by Supervisor
Job Requirements:
•BA or relevant advanced degree
•Experience conducting outreach, trainings, and presentations
•Experience providing customer service assistance
•Proficient with MS Office required
•Ability to provide information in a fair and impartial manner which is culturally and linguistically appropriate.
•Strong written and verbal communication skills required
•Knowledge of personal finance
•Knowledge of or interest in student loans preferred
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Updated March 14, 2024
Updated March 14, 2024