Financial Counselor

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    "requisitionDescription": "<div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"> <div class=\"fr-view\"><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"> <span style=\"font-family: arial, sans-serif; font-size: 14px;\"><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.28.20/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"></span><div><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong>Job Summary:</strong></span><p><span style=\"font-family: arial, sans-serif; font-size: 14px;\">Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation.&nbsp;</span></p><p><span style=\"font-family: arial, sans-serif; font-size: 14px;\"><strong>Shift: Monday-Friday, 1:30pm-10pm EST&nbsp;</strong></span></p><p><span style=\"font-family: arial, sans-serif; font-size: 14px;\">&nbsp;<strong>Essential Job Functions:</strong></span></p><ul><li style=\"font-family: arial, sans-serif;\">Responsible for assessing needs of participating clients to inform the development of personal plans in various areas including financial information and benefits navigation aimed at improving their overall well-being.</li><li style=\"font-family: arial, sans-serif;\">Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system. &nbsp;&nbsp;</li><li style=\"font-family: arial, sans-serif;\">Provide web-assisted audio or video coaching to utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance.</li><li style=\"font-family: arial, sans-serif;\">Work with clients to develop personal goal plans and identify actions steps for completing their plans.</li><li style=\"font-family: arial, sans-serif;\">Provide connections to appropriate resources and make necessary referrals for facilitating goal attainment.</li><li style=\"font-family: arial, sans-serif;\">Complete ongoing training as required by customer and MyAdvisor</li></ul><p><span style=\"font-family: arial,sans-serif;\"><strong>Key Competencies</strong></span></p><ul><li style=\"font-family: arial, sans-serif;\">Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.</li><li style=\"font-family: arial, sans-serif;\">Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.</li><li style=\"font-family: arial, sans-serif;\">Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.</li><li style=\"font-family: arial, sans-serif;\">Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.</li><li style=\"font-family: arial, sans-serif;\">Financial Knowledge: Have a strong understanding of financial terminology.</li></ul><p><span style=\"font-family: arial,sans-serif;\">&nbsp;<strong><u>Required Licenses, Certification or Registration</u></strong></span></p><p><span style=\"font-family: arial,sans-serif;\"><u>NACCC</u></span></p><ul><li style=\"font-family: arial, sans-serif;\">CCC, Credit Counselor Certification</li><li style=\"font-family: arial, sans-serif;\">CFC, Financial Counselor Certification&nbsp;</li><li style=\"font-family: arial, sans-serif;\">CFHC, Financial Health Counselor Certification&nbsp;</li></ul><p><span style=\"font-family: arial,sans-serif;\"><u>AFCPE</u></span></p><ul><li style=\"font-family: arial, sans-serif;\">AFC, Accredited Financial Counselor</li></ul><p><span style=\"font-family: arial,sans-serif;\">&nbsp;<strong><u>Education/Training Requirements</u></strong><u>:</u></span></p><ul><li style=\"font-family: arial, sans-serif;\">Associate degree or equivalent experience.</li></ul><p><span style=\"font-family: arial,sans-serif;\"><br></span></p><p><span style=\"font-family: arial,sans-serif;\"><strong>MISSION AND VALUES:</strong></span></p><ol><li style=\"font-family: arial, sans-serif;\">Contributes to achievement of the Mission and Vision of our organization.</li><li style=\"font-family: arial, sans-serif;\">Adapting to Change &ndash; Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.</li><li style=\"font-family: arial, sans-serif;\">Continuous Improvement &ndash; Acts to constantly improve the level of customer satisfaction in both individual and teamwork processes.</li><li style=\"font-family: arial, sans-serif;\">Client Centered Focus &ndash; Demonstrates concern for meeting or exceeding customer&rsquo;s expectations/requirements in a manner that allows the client to guide rehabilitation process towards the achievement of their goal(s) and which provides satisfaction for the customer.</li><li style=\"font-family: arial, sans-serif;\">Teamwork &ndash; Accomplishes tasks through working effectively with others and appreciating the value, contributions, and commitment of every member.</li></ol><p><span style=\"font-family: arial,sans-serif;\">&nbsp;<strong><u>Physical Capabilities</u></strong><u>:</u>&nbsp; no limitations physically</span></p><p><span style=\"font-family: arial,sans-serif;\">&nbsp;<strong><u>Mental demands</u></strong><u>:</u></span></p><ul><li style=\"font-family: arial, sans-serif;\">Concentration/Attentiveness</li><li style=\"font-family: arial, sans-serif;\">Respond to unpredictability</li><li style=\"font-family: arial, sans-serif;\">High Level of Record Keeping</li><li style=\"font-family: arial, sans-serif;\">High Pressure for Results</li><li style=\"font-family: arial, sans-serif;\">Independent Judgment and Discretion</li><li style=\"font-family: arial, sans-serif;\">Organize and Prioritize</li><li style=\"font-family: arial, sans-serif;\">Manage Multiple Projects/Tasks</li><li style=\"font-family: arial, sans-serif;\">Read, Comprehend and Follow Instructions/Work Orders</li><li style=\"font-family: arial, sans-serif;\">Relate to Others</li></ul><p><span style=\"font-family: arial,sans-serif;\">&nbsp;<strong><u>Work Environment:</u></strong>&nbsp; Contractor Site usually, Remote, typically during current conditions.</span></p><p><span style=\"font-family: arial,sans-serif;\">&nbsp;Any qualifications to be considered as equivalents, in lieu of stated minimums, require the prior approval of the Director of Program Delivery.</span></p><p><span style=\"font-family: arial,sans-serif;\">&nbsp;To perform this job successfully, an individual must be able to perform each essential function satisfactorily, with or without reasonable accommodation. &nbsp;The list of requirements, duties, and responsibilities is not exhaustive but is representative of the current job. &nbsp;The knowledge, skills and/or abilities listed are typically required to perform this job successfully. &nbsp;Reasonable accommodations may be made to enable otherwise qualified individuals with disabilities to satisfactorily perform the essential functions. &nbsp; Reasonable accommodations will be provided at a Three Wire systems office location only. Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change (for example: emergencies, changes in personnel, workload, or technical development).&nbsp;</span></p><span dir=\"ltr\" id=\"isPasted\"><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;' class=\"fr-split\"><p style=\"margin: 0px;\" class=\"fr-split\"><br></p></span><span style=\"font-family: arial, sans-serif; font-size: 14px; white-space: pre-wrap;\" class=\"fr-split\"><p style=\"margin: 0px;\" class=\"fr-split\"><span><strong><u>Company Benefits:</u></strong></span></p></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;' class=\"fr-split\"><p style=\"margin: 0px;\" class=\"fr-split\"><br></p></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;' class=\"fr-split\"><ul class=\"fr-split\"><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">Medical, Dental,&nbsp;&amp; Vision</span></li><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">401k</span></li><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">Life Insurance</span></li><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">HSA &amp; FSA</span></li><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">Short-term &amp; long-term disablity&nbsp;</span></li><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">Paid time-off</span></li><li style=\"font-family: arial, sans-serif;\"><span style=\"font-family: arial,sans-serif;\">Work/life balance</span></li></ul></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 12px; white-space: pre-wrap;' class=\"fr-split\"><p><br></p></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;' class=\"fr-split\"><p><br></p></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;' class=\"fr-split\"><p><br></p></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;' class=\"fr-split\"><p><br></p></span><span style='font-family: -apple-system, BlinkMacSystemFont, \"Segoe UI\", system-ui, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Web\", sans-serif; font-size: 14px; white-space: pre-wrap;'><p><br></p><p>&nbsp;</p> </span></span><p>&nbsp;</p></div></div></div></div>\n",
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