Financial Specialist

The Financial Educator Specialist at Consolidated Credit is a dynamic professional representing the organization at various levels. This role involves conducting financial education seminars and webinars, facilitating first-time homebuyer workshops, and acting as the primary liaison for collaborating with partners on financial education events.
Financial Educator Duties:

• Facilitate financial education webinars and seminars in English and Spanish for Community Partners in South Florida’s Tri-County area.
• Facilitate financial education webinars and seminars to our financial literacy portal (KOFE) partners
• Review PowerPoint presentations and update them as needed
• Request marketing assets as needed
• Assist in the promotion of events with existing or prospective partners
• Prepare handouts and information for events as needed
• Provide handouts and webinar/seminar information to attendees
• Collect roster documents (Attendee list/demographics, handouts, booklets) and complete cover sheet for all events
• Conduct one-on-one coaching sessions when requested and enter information on CounselorMax and any other client management system.
• Facilitate First-time Homebuyer (FTH) orientations and workshops in English and Spanish
• Be the point of contact and maintain constant communication with partners and stakeholders.
• Attend community outreach events and promote Consolidated Credit services and programs
• Perform any other related duties assigned by the manager

Qualifications and Skills:

• Must understand consumer credit, housing services, and financial matters.
• Bachelor's degree (B. A.) from a four-year College or university or two to three years of financial/credit/mortgage experience or an equivalent combination of education and
• experience is required
• General computer literacy, including Microsoft Office (Word, PowerPoint, Outlook, and Excel), GoToWebinar, Zoom, and Teams
• Must be able to adapt to using various client management systems
• Expected to pass certified credit counseling exam within 12 months of employment

Additional Requirements:

• Strong verbal and written communication skills in English and Spanish are necessary.
• Excellent organizational skills
• Ability to manage and prioritize different tasks
• Ability to travel within the tri-county South Florida area
• Flexible with scheduling changes (some evenings, weekend days)
• Dependable
• Ability to identify needs and provide resources available
• Excellent work ethic
• Ability to interact and to work collaboratively internally, as part of a team, and across teams, especially with externals
• Ability to respond quickly and effectively to phone calls, emails, and requests

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