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:

　　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

　　Qualifications and Skills:

　　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

　　Additional Requirements :

　　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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