Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Financial Wellbeing Coach in a nonprofit organization empowering communities through financial literacy and coaching. Responsible for one-on-one sessions and workshop facilitation in personal finance topics.
Responsibilities
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Establish and maintain strong relationships with clients, fostering trust and open communication.
- Connect clients with relevant resources, services, and financial products that align with their goals.
- Maintain accurate and detailed records of client activities, impact, and success stories.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
- Self-starter with a demonstrated ability to work with minimal hands-on direction.
- Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
- Excellent communication and interpersonal skills.
- Empathetic and patient approach in working with individuals from diverse backgrounds.
Benefits
- Health insurance
- Retirement plans
- Professional development
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