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in Fort Lauderdale, FL
Financial Specialist
•24 days ago
Hours | Full-time, Part-time |
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Location | Fort Lauderdale, Florida |
About this job
Job Description
Job Description
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:
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
- 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
- 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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