Job Details

ID #52273722
Estado Virginia
Ciudad Winchester
Full-time
Salario USD TBD TBD
Fuente TEKsystems
Showed 2024-08-09
Fecha 2024-08-10
Fecha tope 2024-10-09
Categoría Etcétera
Crear un currículum vítae
Aplica ya

Personal Finance Management Specialist

Virginia, Winchester, 22602 Winchester USA
Aplica ya

TEKsystems is currently seeking qualified candidates for an entry-level Financial Service opening with a Fortune 100 Financial Institution in Winchester, VA!Objective: To provide consultative financial counseling and debt management services for the membership to mitigate financial loss to the institution. Work on assignments that are semi-routine in nature. Follow established procedures, requiring limited instruction on new assignments. Work under minimal supervision. Description:

Provide financial counseling and administer debt management services for members

Interview members to assess their financial situation and determine the appropriate level of counseling required (e.g. productive, preventative, or remedial)

Provide budgetary counseling and assist with developing personal budgets; determine member's qualifications for Personal Finance Management assistance programs

Actively listen to member's unique financial situations; ensure interactions are not perceived as cross-selling opportunities of preferential treatment

Analyze member debts to Navy Federal Credit Union and other creditors

Restructure credit terms and conditions for debt repayment; calculate payment offers and employ negotiation tactics; submit to senior team member/leadership for approval

Recommend loan and/or credit card extensions, reduced interest rates, and refinances; submit to management for approval

Counsel members through difficult decisions, including bankruptcy filings, by recommending alternative solutions

Process payment reversals and submit closure for revolving lines for credit

Review data in system; research missing payments

Initiate and/or respond to members, vendors, and other financial institutions via various communication channels

Ensure compliance with internal and external documentation and disclosure requirements

Ensure member contact information is up to date; and detailed, chronological records are maintained on each member interaction including actions taken

Present personal finance management and budgeting class/workshop presentations

Stay abreast of and ensure compliance with applicable federal and state laws, rules, and regulations to include Regulations B and Regulation Z, Truth in Lending criteria, UDAAP, and FDCPA guidelines

Participate in continuing education training pertaining to financial literacy and education

Perform other duties as assigned

Work Environment:

Hybrid work schedule

All equipment provided

Hands-on training and development provided

Room for long-term advancement into department specific sectors of Financial Service with a Fortune 100 Financial Institution

Campus amenities included

About TEKsystems:We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.#priorityeastAbout TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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