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Budget Counselor/Financial Coach

Company: Newcap, Inc.
Location: Oconto
Posted on: February 26, 2021

Job Description:

WORKSITE: Oconto, Wisconsin JOB PURPOSE: Provide credit management counseling and in-depth budget counseling to clients. Perform outreach efforts to raise visibility, and garner financial support for program. Provide agency intake support and manage the Representative Payee Program. AGENCY EXPECTATIONS: Adhere to agency policy and procedures. Perform duties as workload necessitates. Maintain a positive and respectful attitude. Communicate regularly with supervisor. Demonstrate flexible and efficient time management and ability to prioritize workload. Consistently report to work on time prepared to perform duties of position. Meet productivity standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: Financial Capabilities Program

  • Provide budget counseling and credit/debt management counseling to clients.
  • Assess client's overall financial picture and determine an action plan to gain control of finances, manage debt, and meet necessary goals.
  • Maintain knowledge of credit/debt management procedures and options, as well as budget counseling techniques, foreclosure intervention practices, loan modification and refinancing options, and medical and insurance debt procedures.
  • Create relationships with community realtors to familiarize them with Newcap programs.
  • Create relationships with community banks to garner support for Newcap programs.
  • Assist with student loan modifications and offer budgeting solutions. Agency Intake:
    • Take calls from clients in need of agency programs, ask screening/qualification questions.
    • Refer to appropriate agencies or begin application process by sending application packet.
    • Process applications and put together a complete package to meet State/Federal compliance guidelines.
    • Maintain knowledge of all Newcap programs and related community programs and services.
    • Maintain relationships and network with other community-based service providers.
    • Perform word processing, copying, data collection, report preparation, and other clerical assignments. Foreclosure Prevention and Homebuyer Program:
      • Advocate for clients and assist with mortgage modification and foreclosure intervention.
      • Must be knowledgeable in HCRI (Housing Cost Reduction Initiative) application.
      • Collaborates with peer organizations, local school districts and colleges, in presenting educational seminars.
      • Work with clients on a one-on-one basis to provide education, guidance and referrals tailored to each client's unique circumstances.
      • Develops outreach programs and strategies to bring awareness to the communities Newcap serves in an effort to expand services.
      • Provide housing pre-purchasing counseling.
      • Complete HUD Homebuyer and Foreclosure Certification within one year of hire. Representative Payee Program:
        • Develop and implement the Representative Payee program.
        • Complete the annual Representative Payee Report for each client, listing client funds received and funds spent.
        • Learn and follow SSA rules and how the benefits are determined utilizing each beneficiary's funds to their highest capacity to meet the beneficiary's needs.
        • Daily processes and management of cutting checks for members personal needs, extra requests, emergency requests.
        • Daily decision making based on member needs vs. wants and making good decisions based that their funds will last through each month.
        • Coordinate with others (such as county case managers, housing staff, counselors, etc.) who are assisting the client on issues related to client finances or client behavior related to finances.
        • Closely monitor all assigned cases and maintain appropriate, accurate electronic and paper records of deposits, payments, and other transactions.
        • Meet individually with clients to determine weekly/monthly spending requests, discuss changes in bills, assist with utility hook-ups, etc.
        • Determine a client's basic monthly needs and how best to address them base on their income and abilities to self-budget.
        • Provide timely notification to Social Security Administration if a client experiences any changes in circumstances, such as address change, change in employment, etc.
        • Educate other agency payees to ensure they fully understand their duties and responsibilities. PERSONAL AND BEHAVORIAL REQUIREMENTS:
          • Reliable, dependable, prompt, organized, and work well with minimal supervision.
          • Pleasant, professional, and courteous demeanor.
          • Strong attention to detail.
          • Strong organizational skills.
          • Follow standard office procedures.
          • Sensitive to people's needs.
          • Maintain complete confidentiality in all NEWCAP business-related matters.
          • Show respect and treat all people with dignity.
          • Flexible and able to adapt to different situations.
          • Multitask effectively.

Keywords: Newcap, Inc., Green Bay , Budget Counselor/Financial Coach, Accounting, Auditing , Oconto, Wisconsin

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