Financial Counselor-Part time


Primary Responsibilities include:

  • Provide counseling, information, advocacy and options to consumers seeking assistance in the areas of foreclosure, mortgage delinquency/default, consumer debt, budgeting, property tax preparation and income tax preparation (when currently certified), counseling related to financial budgeting on a fixed income.
  • Providing assistance with completing applications, forms and financial hardship letters.
  • Assisting seniors, especially those on fixed incomes or without sufficient retirement savings, facing serious financial challenges. Providing and conducting a Senior Citizen Resource Assessment along with program intake sheet.
  • Organize and participate in community outreach events, raise awareness through talks, media, and literature. Participate in County Fairs, public speaking engagements
  • Provide confidential, individual financial counseling for seniors on-site. Provide one-on-one counseling to vulnerable seniors.
  • Attend appropriate trainings and develop and maintain an up-to-date resource file for own use and to be shared with other SFC staff.
  • Collaborate with local senior groups, agencies, case managers and community resources.

Qualifications and Requirements include:

  • Bachelor's degree required.
  • Prior accounting and or banking experience preferred.
  • Intermediate computer skills and experience entering data into various databases, as well as working with Microsoft Excel, Word and Outlook. 
  • Valid NYS driver's license with a safe and responsible driving history. A motor vehicle that is properly registered and insured in accordance with NYS DMV regulations.

Schedule:

  • Part-time, 11 hours per week