Client Financial Advocate - Help Us Support At-Risk Veteran Families in Need!

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Are you passionate about making a difference in the lives of others? Join our team as a Client Financial Advocate!

As a Client Financial Advocate, you will play a crucial role in supporting our case managers by reviewing and analyzing clients’ financial documents. Your efforts will help us provide effective support to individuals in need, ensuring they receive the assistance they deserve.

Key Responsibilities:

• Review and analyze clients’ financial documents, including bank statements, income reports, and transaction histories.
• Verify reported income against actual income and identify discrepancies.
• Track and investigate bank transfers and deposits from other banks or financial apps.
• Build comprehensive financial profiles for clients to assist case managers in decision-making.

What We’re Looking For:

• Experience in financial analysis, such as during home loan applications or financial audits.
• Strong attention to detail and ability to notice discrepancies in financial information.
• Proven investigative skills in financial transactions and identifying sources of income.
• Understanding of the importance of maintaining client confidentiality and handling sensitive information with care.
• Ability to communicate findings clearly and concisely to case managers and other team members.
• Strong problem-solving skills to identify and address financial issues effectively.

Preferred Qualifications:

• Background in banking, financial services, or accounting.
• Familiarity with financial regulations and compliance requirements.
• Experience using financial software and tools for analysis and reporting.

Personal Attributes:

• Naturally curious and eager to dig deeper into financial information.
• High ethical standards and a commitment to honesty and transparency.
• Ability to work collaboratively with case managers and other volunteers.