Bilingual Credit Counselor
Job Description
Job Description
About the Role:
Take Charge America is seeking a compassionate and bilingual (English/Spanish) Credit Counselor to help clients overcome financial challenges. You’ll guide individuals through a complete financial review, create personalized budgets, and recommend solutions such as Debt Management Plans to help them regain financial independence.
Responsibilities:
- Conduct financial assessments with English and Spanish-speaking clients
- Build trust and rapport through empathetic listening and support
- Create budgets using proprietary software
- Recommend solutions including Debt Management Plans
- Encourage enrollment in appropriate programs
- Participate in 7 weeks of remote training (Mon–Fri, 8:00am–4:30pm AZ time)
Requirements:
- High School Diploma or GED (some college preferred)
- Fluent in English and Spanish
- 1–2 years in customer service, financial services, sales, or collections
- Ability to work in a quiet, distraction-free environment
- Must obtain NFCC and FCRA certifications during training
- Must obtain HUD Housing Counselor certification within 6 months of hire
- Available to work until 8pm AZ time, Monday–Saturday, including holidays
- Strong communication, empathy, and problem-solving skills
Benefits:
- Competitive health benefits (medical, dental, vision, life, disability)
- Health Savings Account with annual company contribution
- 401(k) with employer match
- Paid time off: 13 PTO days, 9 holidays, 1 floating holiday
- Casual dress code
- Employee wellness programs and gym discounts
- On-the-job training and referral program
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