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Unique Legacy Financial Firm

Credit Repair Analyst

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeFort Worth, TX, USA

About the Job

Requirements

  • Knowledge or experience in credit repair and credit analysis; candidates without experience will be trained.
  • Knowledge of federal credit repair laws and regulations, financial planning, and financial budgeting.
  • Excellent written and verbal communication skills for interacting with clients.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • A detail-oriented mindset with strong organizational skills.
  • A positive attitude and willingness to learn.
  • A reliable computer and home internet.
  • English language proficiency.
  • A high school diploma or equivalent.

Responsibilities

  • Conduct thorough client consultations to ensure clients understand and agree with the financial plan and budget put in place.
  • Maintain up-to-date knowledge of credit repair laws and regulations to ensure compliance.
  • Assist clients with inquiries related to credit and financial goals and provide advice on financial matters.
  • Attend team meetings, classes, and seminars.
  • Follow company policies and procedures.
  • Follow due diligence procedures.
  • Support the sales team by bringing in clientele.
  • Support the sales team by providing necessary documentation for client transactions.

Desired Qualifications

  • Proven experience in credit repair and financial planning is preferred.
  • Willingness to travel 25% is preferred.

About the Company

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