Credit Counsellor
Permanent Hybrid | North York, ON
Description
Responsibilities:
- Engage and assist clients in finding appropriate and life-changing solutions to their financial problems providing them with hope.
- Work with clients to develop a money management plan and/or budgeting techniques and help them to transform the way they use credit.
- Utilize customer relationship and management tools, and build trust with clients to successfully guide them through their decision-making process, allowing them to improve their quality of life and achieve financial wellness.
- Establish and maintain positive connections with creditors, business partners and community agencies in order to advocate on behalf of clients and make referrals to other services where applicable.
Job Responsibilities:
- Conduct counselling sessions with clients to assess their current financial situation and provide customized repayment solutions.
- Provide money management and budgeting techniques as well as access to applicable resources.
- Work with customer relationship management and case management tools to assist clients in finding solutions to their debt problems and help them follow through.
- Advocate on behalf of clients with their creditors.
- Act as an intermediary with lending institutions, landlords, utilities, courts, other social services, etc.
- Make referrals to other social service agencies or partners where appropriate.
- Establish and maintain positive relationships with credit grantors and social agencies.
- Set up, when appropriate, an agency-administered Debt Consolidation Plan (DCP).
- Provide ongoing counselling and follow-up.
- Maintain up-to-date case records.
- Arrange settlements with creditors.
- Be knowledgeable in the distribution of client funds to the creditors and the recording of transactions.
- Be knowledgeable regarding the statistical reports and agency goals.
- Perform all job-related duties as may be required, as well as additional duties assigned where your Manager/Chief Executive Officer deems such duties reasonably appropriate.
- Be involved in internal education and coaching programs, and our external presentations to outside groups and agencies where appropriate.
- Assume responsibility for your own professional development by keeping up-to-date on current developments in the field of credit counselling.
- Assume responsibility for your own credit education units to keep in good standing with AFCC designation.
Qualifications
Qualifications/Skills:
- Ability to build strong client relationships through exceptional customer service and interpersonal skills.
- Ability to adapt to a changing environment and handle multiple priorities.
- Ability to work independently and cooperatively with fellow employees.
- Detail-oriented approach, impeccable time management and organizational skills, proven ability to self-manage responsibilities.
- Demonstrated track record of meeting targets and goals on a consistent basis.
- Proficiency in DMS6, Hubspot and FastDox is an asset.
- University degree in Business or an equivalent educational qualification is an Asset.
- Strong command of the English language (ability to speak French or another second language an asset).
- Must have AFCC Certified Credit Counsellor designation within three years of being hired.
- Must be bondable.
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