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ClearPoint Offers more than Credit Counseling and Debt Management Programs. All of our financial services are designed and tailored to help achieve financial goals for you and your family.
Responsible for providing quality assurance support for housing team by reviewing and auditing housing files within the established guidelines and standard operating procedures of ClearPoint Financial Solutions and ensure compliance with housing grant guidelines. Coordinate and activate client paperwork submitted for Level 2 housing counseling.
Essential Job Functions
Provide comprehensive audit of housing files to verify all necessary data is present in DebtPlus to ensure compliance with various housing grants awarded to ClearPoint.
Facilitate communications between Financial Specialists and Activator to increase efficacy of information sent in by clients reaching their Financial Specialist in timely manner.
Assist Housing Grants Coordinator in preparing and submitting weekly/monthly status reports to Management, production reports and quarterly grant reporting to grant administrators.
Understand and adhere to quality assurance guidelines and standards applicable to counseling.
Be familiar with, and effectively use, supporting software.
Continuously assist Director of Housing and Housing Grants Coordinator work on improving process flows based on observations of current processes.
Attend meetings as requested.
Maintain records and statistics of housing clients as required, and prepare reports as necessary.
Assist at counselor meetings updating or introducing information pertinent to housing counseling.
Regular and dependable attendance is an essential function of the job.
All other duties as assigned.
Knowledge, Skills & Abilities Required
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required to perform the Essential Job Functions listed above.
Excellent customer service, communication, and organizational skills
Excellent listening skills. Must possess the ability to connect with the client, reassuring them, and offering assistance as necessary
Ability to adhere to schedule compliance and receptive to accommodating scheduling needs
Strong computer skills with the ability to navigate throughout the database
Strong team player with a positive attitude
Assists other staff members as needed or directed
Ability to endure a fast pace environment
Continuously works on improving knowledge of policies and procedures relating to ClearPoint
Supervisory Responsibility: None
With you, I was committed to paying my bills. It wasn’t easy, especially after I lost my job and my savings ran out, but I was able to make my last payment! Thank you and thank God!
