- Junior
- Optionales Büro in El Paso
Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team!
BASIC RESPONSIBILITIES
Provides financial education and housing counseling for various issues for individuals and families. Provides financial information to community organizations and conducts financial education workshops.
Serves as an active Site Coordinator and if needed as a greeter for the Volunteer Income Tax Assistance Program (VITA)
TYPICAL DUTIES
Provides counseling to individuals and families including, but not limited to their personal financial situation, debt management, savings, housing counseling and credit report review.
Provides accurate, relevant and helpful information to assist clients and potential clients via telephone, virtual, email or in person.
Conducts and manages Financial Education workshops and provides information based on six hours of classroom instruction. Analyzes all financial needs of clients and provides follow up.
Provides community involvement seminars regarding financial education and/or programs individuals need to be made aware of. Participates in community presentations in conjunction with community agencies, governmental agencies, schools, and non-profit agencies
Conducts reality fairs, life simulations, and career day presentations to our community.
Determines clients’ eligibility for home purchase assistance (grants) including down payment and closing costs assistance during the intake and interview process.
Maintains a minimum amount of active HUD case files per year.
Helps develop a financial plan to work towards eligibility when clients don’t qualify for home purchase assistance due to money management issues.
Ensures clients approved for home purchase and down payment assistance grants receive the proper financial education and certifications.
Develops and maintains client files and contracts.
Counsels clients to understand how lenders determine mortgage readiness and financial stability.
Negotiates with servicers and lending institutions on behalf of clients for repayment plans, modifications, and deed-in-lieu of additional time to solve the problem.
Maintains and updates various client files and notes on a daily, weekly and monthly basis.
Serves as a VITA greeter, tax preparer of current returns, previous year’s returns, amendments, and a VITA site coordinator to ensure successful delivery of free tax preparation program.
May provide VITA outreach, recruitment, registration and site coordination as needed.
Maintain and understand compliance to ensure that work complies with GECU’s established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML) addressing Money Laundering and the Countering the Financing of Terrorism (CFT), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC).
Other duties as may be assigned or required in connection with the general operation of the credit union.
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