Debt management counselor job description
Updated March 14, 2024
7 min read
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Example debt management counselor requirements on a job description
Debt management counselor requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in debt management counselor job postings.
Sample debt management counselor requirements
- Bachelor's degree in finance, accounting, or related field
- Experience in financial counseling or debt management
- Familiarity with relevant laws and regulations related to debt management
- Proficiency in Microsoft Office Suite
- Strong organizational and time management skills
Sample required debt management counselor soft skills
- Empathy and ability to connect with clients
- Excellent communication skills, both written and verbal
- Ability to work under pressure and handle difficult situations
- Problem-solving skills and ability to think creatively
- Attention to detail and ability to maintain confidentiality
Debt management counselor job description example 1
Principal Financial Group debt management counselor job description
Principal is seeking a lawyer to provide legal services on a variety of matters in support of our global asset management business. The position involves working as part of a team to advise on legal and regulatory matters applicable to investment advisers, distribution of investment advisory services and products and related agreements, investment transactions, and related matters, all in collaboration with colleagues globally.
Willing to consider at the next level based on experience.
We're looking for someone with:
+ Requires JD and 5+ years' experience at a law firm and/or financial services firm involving corporate and transaction matters.
+ Must be admitted to practice in the state employed within twelve months of hire
+ Requires knowledge of the relevant area of law and its application
+ Must be able to work as a member of a team and independently on a self-motivated basis
+ Requires superior written and verbal communication skills
+ Must be able to apply knowledge of the law to make sound judgments, communicate, and interact with others in a professional manner
+ Some travel may be required
Preferred skills:
+ 7+ years' experience is preferred
+ Experience with US and international regulations regarding investment advisers and investment funds, including private investment structures and private funds.
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
$127000 - $179000 / year
Location / Work Environment
This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. You'll work with your leader to determine which option may align best based on several factors. Locations for hybrid talent include Des Moines.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
#LI-Remote
Enterprise Segment: Corporate
Business Area: Law
External Company Name: Principal Financial Group
Street: 711 High Street
Remote: Yes
FLSA Status: Exempt
Willing to consider at the next level based on experience.
We're looking for someone with:
+ Requires JD and 5+ years' experience at a law firm and/or financial services firm involving corporate and transaction matters.
+ Must be admitted to practice in the state employed within twelve months of hire
+ Requires knowledge of the relevant area of law and its application
+ Must be able to work as a member of a team and independently on a self-motivated basis
+ Requires superior written and verbal communication skills
+ Must be able to apply knowledge of the law to make sound judgments, communicate, and interact with others in a professional manner
+ Some travel may be required
Preferred skills:
+ 7+ years' experience is preferred
+ Experience with US and international regulations regarding investment advisers and investment funds, including private investment structures and private funds.
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
$127000 - $179000 / year
Location / Work Environment
This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. You'll work with your leader to determine which option may align best based on several factors. Locations for hybrid talent include Des Moines.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
#LI-Remote
Enterprise Segment: Corporate
Business Area: Law
External Company Name: Principal Financial Group
Street: 711 High Street
Remote: Yes
FLSA Status: Exempt
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Debt management counselor job description example 2
Weichert debt management counselor job description
Downers Grove, Illinois, 60515, United States
Weichert Workforce Mobility is hiring an Assignment Management Counselor in Downers Grove, IL. The Workforce Mobility Assignment Management Counselor is responsible for facilitating the overall global relocation and assignment management process for authorized client employees.The position provides assignee case management, customer satisfaction and service delivery, supplier coordination, and revenue generation, while supporting One Company initiatives for cross-selling business.The position also works in conjunction with AMS Tax and Compensation, International Expense Management, and Client Shared Services departments to ensure client deadlines and service level agreement metrics are met.
Job responsibilities include, but are not limited to, the following:
+ Acts as the Weichert Workforce Mobility main point of contact regarding the assignee's relocation process and assignment policy application.Oversees the delivery of relocation and assignment services to assignees and their families using Weichert's best practices and service standards to ensure a high quality service delivery experience.
+ Creates, develops, and administers the relocation and assignment processes according to the client's specifications and following Weichert's standard operating procedures.
+ Conducts a thorough needs assessment at the onset of the engagement to establish the assignee's specific requirements and address any custom needs.Works with the assignee and/or family to ensure all needs are understood and met, and adjusts services and counseling to changing needs and conditions throughout the move process.
+ Coordinates, supports, manages, and reviews the delivery of third party services to assignees by Weichert Affiliates (WFS, WCH, WTS, WRA and WIA) and Weichert's external supplier network relative to home finding, destination and settling-in services assistance, temporary living, move management, visa & immigration services, tax preparation services, language and cross-cultural training, and spousal counseling processes.
+ Proactively provides continuing advice and support to both the client contacts and assignee, maintaining regular contact throughout the assignment period.Provides direction to the assignee including policy and benefits counseling, work flow administration, rental assistance coordination, financial services, supplier coordination, etc.
+ Acts as a liaison between the AMS Tax and Compensation team and client/customer service team and facilitates the expense management process.
+ Prepares assignment letter of understanding (LOU) in accordance with client policies and assignment specific parameters.
+ Reviews and evaluates exception requests and challenging situations, and provides solutions to clients in the support of move-based scenarios that arise.Provides recommendations to the assignee, Client Service Director, and/or client contacts regarding appropriate courses of action when outside of their own scope of authority.
+ Understands and manages costs and expenses related to relocation and assignment management deliverables, maximizing the benefit while minimizing expenses and costs.
+ Measures customer satisfaction on a timely basis.Ensures that assignees receive, complete, and return the Customer Service Evaluations within 60-90 days of their relocation dates and annually if applicable (or as client directed).Works with the Client Service Director to manage issues that arise in the process with a proactive approach.
+ Responsible for the accurate and timely documenting of conversations, exceptions, and correspondence in the system.Maintains file documentation and ensures data integrity.Adheres to Weichert's privacy and policies standards at all times.
+ Prepares monthly and quarterly reports for both internal and external distribution.
+ Works with management on various projects; reports back on project status and attends applicable meetings.
+ Assists with the training or onboarding of new team members.Coordinates with team members to assist on the training of new processes and procedures.
+ Performs other duties as assigned.
Requirements
The ideal candidate will meet the following requirements:
+ High school diploma or GED
+ Bachelor's degree preferred
+ Real estate license preferred within one (1) year of hire
+ Global Mobility Specialist (GMS) certification preferred
+ One (1) to four (4) years of customer service experience is preferred
+ Previous experience in assignment counseling strongly preferred
+ Direct client interaction and advisory experience required
+ Fluency in a foreign language(s) preferred
+ Proficiency in Microsoft Office suite of products
+ Strong oral and written communications skills
+ Ability to multitask in a fast-paced environment
+ Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
+ Strong attention to detail
+ Excellent customer service skills
+ Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
+ Knowledge of internet
Weichert Workforce Mobility is hiring an Assignment Management Counselor in Downers Grove, IL. The Workforce Mobility Assignment Management Counselor is responsible for facilitating the overall global relocation and assignment management process for authorized client employees.The position provides assignee case management, customer satisfaction and service delivery, supplier coordination, and revenue generation, while supporting One Company initiatives for cross-selling business.The position also works in conjunction with AMS Tax and Compensation, International Expense Management, and Client Shared Services departments to ensure client deadlines and service level agreement metrics are met.
Job responsibilities include, but are not limited to, the following:
+ Acts as the Weichert Workforce Mobility main point of contact regarding the assignee's relocation process and assignment policy application.Oversees the delivery of relocation and assignment services to assignees and their families using Weichert's best practices and service standards to ensure a high quality service delivery experience.
+ Creates, develops, and administers the relocation and assignment processes according to the client's specifications and following Weichert's standard operating procedures.
+ Conducts a thorough needs assessment at the onset of the engagement to establish the assignee's specific requirements and address any custom needs.Works with the assignee and/or family to ensure all needs are understood and met, and adjusts services and counseling to changing needs and conditions throughout the move process.
+ Coordinates, supports, manages, and reviews the delivery of third party services to assignees by Weichert Affiliates (WFS, WCH, WTS, WRA and WIA) and Weichert's external supplier network relative to home finding, destination and settling-in services assistance, temporary living, move management, visa & immigration services, tax preparation services, language and cross-cultural training, and spousal counseling processes.
+ Proactively provides continuing advice and support to both the client contacts and assignee, maintaining regular contact throughout the assignment period.Provides direction to the assignee including policy and benefits counseling, work flow administration, rental assistance coordination, financial services, supplier coordination, etc.
+ Acts as a liaison between the AMS Tax and Compensation team and client/customer service team and facilitates the expense management process.
+ Prepares assignment letter of understanding (LOU) in accordance with client policies and assignment specific parameters.
+ Reviews and evaluates exception requests and challenging situations, and provides solutions to clients in the support of move-based scenarios that arise.Provides recommendations to the assignee, Client Service Director, and/or client contacts regarding appropriate courses of action when outside of their own scope of authority.
+ Understands and manages costs and expenses related to relocation and assignment management deliverables, maximizing the benefit while minimizing expenses and costs.
+ Measures customer satisfaction on a timely basis.Ensures that assignees receive, complete, and return the Customer Service Evaluations within 60-90 days of their relocation dates and annually if applicable (or as client directed).Works with the Client Service Director to manage issues that arise in the process with a proactive approach.
+ Responsible for the accurate and timely documenting of conversations, exceptions, and correspondence in the system.Maintains file documentation and ensures data integrity.Adheres to Weichert's privacy and policies standards at all times.
+ Prepares monthly and quarterly reports for both internal and external distribution.
+ Works with management on various projects; reports back on project status and attends applicable meetings.
+ Assists with the training or onboarding of new team members.Coordinates with team members to assist on the training of new processes and procedures.
+ Performs other duties as assigned.
Requirements
The ideal candidate will meet the following requirements:
+ High school diploma or GED
+ Bachelor's degree preferred
+ Real estate license preferred within one (1) year of hire
+ Global Mobility Specialist (GMS) certification preferred
+ One (1) to four (4) years of customer service experience is preferred
+ Previous experience in assignment counseling strongly preferred
+ Direct client interaction and advisory experience required
+ Fluency in a foreign language(s) preferred
+ Proficiency in Microsoft Office suite of products
+ Strong oral and written communications skills
+ Ability to multitask in a fast-paced environment
+ Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
+ Strong attention to detail
+ Excellent customer service skills
+ Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
+ Knowledge of internet
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Updated March 14, 2024
Updated March 14, 2024