Department:  Counseling Dept.

Job Summary:  Provide responsible and accurate financial counseling to clients in a clear and concise manner in both Spanish and English to help them understand their situation, identify their options, and improve their ability to achieve their goals.

Reports to: Counselor Manager

Key areas of responsibility:

•    Provide responsible and accurate credit counseling for clients via telephone or during face-to-face interview in both Spanish and English.

•    Maintain communication with clients already serviced through follow-up calls or emails

•    Continually adopt new information or policy changes into inventory of knowledge

•    Achieve at least a passing grade on periodic exams (for example, at two weeks, two months, six months) in order to obtain certifications required by Alliance and to meet industry standards.

•    Actively participate in continuing education in order to maintain certifications.

•    Participate actively and productively in weekly training events.

•    Achieve at least a satisfactory score on weekly quality monitor audits.

•    Utilize available resources to provide appropriate referrals to other educational and support organizations for proper support services.

•    Be prepared to assist as directed with mentoring and training of new counselors.

Consults with:

•    Counselor Manager /Supervisor

•    All levels of management

•    Co-workers within Counseling Department


•    Ability to understand and clearly communicate financial information to a general audience in both Spanish and English.

•    Amiable personality to help build rapport.

•    Ability to operate independently with little supervision.

•    Demonstrated ability in performing detailed and accurate work.

•    Demonstrated ability to work within and foster a team environment.

•    General computer literacy including familiarity with Microsoft Office and email programs.

•    Prefer 1 -2  years experience in Credit Counseling field or experience in non-profit organizations.

•    Ability to undertake and successfully complete both self-directed and formal study within a specified timeframe.

•    Ability to Multi-task.

•    Enjoy learning new information and teaching others.

•    Must be able to work flexible evening schedule.

Please submit resume along with cover letter to or fax to (704) 943-0363