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Duke University Job Description: |
Job Title: FINANCIAL GUIDANCE COUNSELOR |
Job Code: 2794 |
FLSA: E |
Job Level: 10 |
Revised Date: 10/15/2002 |
Job Family: JF 28 |
The Financial Guidance Counselor will provide financial, credit, and debt management counseling and education to members, staff, and families through through training courses, seminars, workshops, presentations, and Duke University events.
Provide financial and debt management counseling to members.
Develop spending plans for members.
Has a thorough knowledge of financial counseling techniques to ensure member-related issues are handled in a fair and consistent manner.
Provide training and education to members, families, and staff through training courses, seminars, workshops, presentations and Duke University events to educate on the proper use of credit transaction accounts, financial and consumer issues.
Keep current on Duke University referral services to ensure members are aware of all available resources.
Have a thorough knowledge of credit bureau issues to help members with adverse information reported.
Keep current in financial trends.
Have a thorough knowledge of all credit union's products and services and the credit union's data processing systems.
Coordinate with other partners (Balance Financial, CUNA Mutual, Duke Human Resources), as needed, to assist members in resolving their financial affairs.
Prepare and maintain accurate records of all member contact, including loan documentation, spending and repayment plans, legal documentation, and written correspondence.
Assist with delinquency control, bankruptcy and charge-offs.
Keep current and be knowledgeable of all credit union policies and procedures, and all applicable laws and regulations.
Cross-sell mortgage loan programs
Responsible for marketing credit union services by cross selling.
For the purpose of attaining member and Credit Union goals, it is the responsibility of the Financial Guidance Counselor to strive for continuous quality improvement of processes and quality of service to internal and external customers.
Maintain effective communication with all credit union members and credit union partners to ensure coordination and exchange of information.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
| Education/Training: | Work requires knowledge, skills and abilities normally acquired through completion of a Bachelor's degree. Completion of all STAR and Merit courses preferred. |
| Experience: | Work requires two years experience in credit union lending or related field. Prior work in loan decision making and processing, credit union operations, and data processing is preferred. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE |
| Skills: | N/A |
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, (including pregnancy and pregnancy related conditions), sexual orientation, or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.