• Full Time
  • Green Bay, WI
  • Salary: $30,000 - $40,000 / yr. – based on experience
Job ID: 136855

Cadre

Are you a Bilingual Financial Assistant who has excellent time-management skills? Are you a Bilingual Financial Assistant who is passionate and is looking for an opportunity with a non-profit organization?

Our client aims to be a recognized leader in community development. They provide the tools and resources necessary for those considering home ownership.

WHAT YOU WILL BE DOING:

As a Bilingual Financial Assistant, you will educate, coach and counsel prospective homebuyers and /or those seeking to improve their financial circumstances.

  • Educate prospective homebuyers by conducting regular classes for homebuyer education
  • Manage course materials and content for the program
  • Manage online education of clients with their counseling and partner administration
  • Coach existing and prospective homebuyers by meeting them in person and by phone for one-on-one or small group counseling on pre and post purchase issues
  • Maintain files and records, use both electronic databases and hardcopy files to manage client data and compliance information
  • Identify and develop new products and services
  • Collaborate with staff and external partners to create and implement solutions to challenges that arise
  • Prepare and check for errors on reports
  • Compile and go through reports from the central database of clients counseled and receiving loans
  • Submit counseling reports as scheduled
  • Back up other counselors with financial capabilities, foreclosure mitigation and/or reverse mortgage counseling when needed
  • Research new and innovative adult education techniques and provide information and recommendations to counseling staff, director of operations and executive director
  • Any other duties assigned

WHAT YOU NEED:

  • Must be bilingual in Spanish
  • Must have some office related experience in a business setting
  • Any experience with banking is highly preferred
  • Associate or Bachelor’s degree in Business or related field is a plus
  • Computer savvy with the ability to learn new programs quickly
  • Basic skillset in MSWD and intermediate in Excel
  • Any experience with Salesforce is a plus
  • Excellent customer service and people skills both over the phone and in person
  • Must stay focused and demonstrate good judgment through sometimes stressful situations
  • Ability to work well independently as well as apart of the team
  • High attention to detail and accuracy while managing multiple client files
  • Strong time management skills with the ability to meet deadlines
  • Ability to handle highly confidential information
  • Excellent listening and communication skills both written and verbal
  • Strong work ethic

GENERAL INFORMATION:

Hours: 8:00am – 5:00pm

Length: Temporary to Hire or could be Direct Hire

Pay for the Bilingual Financial Assistant position: $30,000 – $40,000 / yr. – based on experience

Location: Green Bay, WI

Job ID: 136855

WHAT YOU GET:

  • Great non-profit organization that helps the community
  • Opportunity to gain experience
  • Flexibility with your schedule
  • Health insurance
  • Dental insurance
  • Life insurance
  • Retirement benefits offered
  • Paid vacation
  • Paid holidays

Job descriptions may not include every responsibility or qualification of the position.

Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.