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Financial Representative

Orlando, FL

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Description

Position: Financial Representative

Pay Rate: $20/hr

Schedule: Must be available M-F 9am-10pm and Sat 9am-6pm

Direct Hire Position

First week of training onsite in Orland, FL, after it will be remote

 

As a Financial Representative, you will:

• Assess clients’ overall financial situations by reviewing income, assets, debts, expenses, credit reports, and other financial information.

• Create budgets and calculate client’s available monthly income and ability to meet debt obligations to assist clients to meet financial goals.

• Recommend strategies for clients to meet their financial goals, such as enrolling in the Debt Management Program, making budget adjustments, and referring them to other services.

• Explain general financial topics and terms to clients, such as credit report ratings, creditor procedures, and money management.

• Explain services or policies to clients, such as Debt Management Program rules, advantages and disadvantages of using services, and creditor concession policies.

• Maintain or update records of client account activity, including counseling session notes, correspondence, and client inquiries.

• Recommend educational materials or resources to clients on matters such as financial planning, budgeting, and credit as well as social service or community resources for needs beyond the scope of financial counseling.

• Estimate time for debt repayment given interest rates and each client’s amounts of debt and available funds.

• Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, and/or payment plans.

• Teach credit education workshops on topics such as budgeting, management of personal finances, and/or financial literacy.

• Maintain current knowledge of credit regulations, National Foundation of Credit Counseling (NFCC) regulations, and company policies.

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