Intake Counsellor Job Description
Permanent part-time, September 2023
Duties and responsibilities – under the direction of the Financial & Administrative Officer
Loan Intake
- Process incoming loan files from origination date to date of activation
- Field enquiries by phone, email, and online
Collections & Loan Payments
- Process off-schedule loan payments made outside of our usual DEFT submissions
- Follow up with delinquent borrowers
- Other duties as required
- General Administration
- Become familiar with office operations and be able to support and, if necessary, fill in for FAO
- Manage physical and online filing systems
- Assist Executive Director and Outreach Coordinator with marketing and fundraising, as needed
Loan Committee
- As necessary, prepare loan application files for review
- As necessary, staff loan committee meetings
Qualifications & Experience
- Post-secondary education
- Administration experience
- Well-developed computer skills
- Basic financial literacy (for example, knowledge of types of assets and debts)
- Proficiency with Microsoft Office. Experience with databases is an asset
- Ability to speak Hebrew and/or Russian
Personal Characteristics
- Creative, innovative and able to work with minimal supervision
- Strong written and oral communication skills
- Well organized and able to see an assignment to completion
- Able to respect the confidentiality of our donors and clients.
- Able to work cooperatively and effectively with others.
- Able to assess situations to determine their importance, urgency and risks.