Top 266 Credit analyst Jobs in Dedham, Ma

Financial Wellbeing Coach, Credit
Operation Hope —Boston, MA
- $64,000 - $67,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Underwriter, Senior
CCMSI —Reading, MA
- $115,000 - $130,000 a year
- Full-time
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Staff Vice President Construction Underwriter - FM Intellium
FM —Norwood, MA
- $161,000 - $231,000 a year
- Full-time
- Office
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Health insurance
Senior Asset Liability Management Analyst (HYBRID)
First Technology Federal Credit Union —Marlborough, MA
- $104,000 - $120,000 a year
- Email
- Bachelor's degree
- Experience equivalent to degree accepted
- Senior level
- Paid holidays
- Health insurance
Quick Apply
Senior Member Credit Analyst
Federal Home Loan Bank of Boston —Boston, MA
- $97,750 - $149,500 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Senior Underwriter, North America Fronting
Risk Specialists Companies Insurance Agency, Inc. —Boston, MA
- $80,000 - $100,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
Quick Apply
Underwriter, Senior
CCMSI —Reading, MA
- $115,000 - $130,000 a year
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Executive Underwriter or AVP, Underwriting Director - Construction Casualty
Zurich Insurance Company Ltd. —Boston, MA
- $100,000 - $215,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- High school diploma or GED
- Flexible schedule
Middle Market Insurance Underwriter - New England Region - REMOTE
Work At Home Vintage Experts —Boston, MA
- $35 - $45 an hour
- Part-time
- Remote
- Senior level
- Commercial
- 401(k) 4% Match
- 401(k) matching
Commercial Portfolio Manager II (CRE)
North Easton Savings Bank —South Easton, MA
- $83,534.28 - $112,771.28 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
7d
Commercial Portfolio Manager II (C&I)
North Easton Savings Bank —South Easton, MA
- $83,534.28 - $112,771.28 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
1d
Catastrophe Risk Associate (Remote)
American Family Mutual Insurance Company —Boston, MA
- Full-time
- Remote
- Mid-level
- Communication skills
Quick Apply
Senior Credit Analyst
DP WORLD LOGISTICS USA, INC —Boston, MA
- Full-time
- Hybrid work
- Management
- 5 years
- Finance
Quick Apply
1d
Credit Analyst
FRANKLIN SPORTS INC —Stoughton, MA
- $70,700 - $84,900 a year
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- AD&D insurance
Quick Apply
Writer I, Credit Cards | The Points Guy
Red Ventures —Boston, MA
- $50,000 - $75,000 a year
- Email
- Remote
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
14d
Analyst, Decision Engine (Portfolio Strategy)
Forward Financing —Boston, MA
- $90,000 - $115,000 a year
- Full-time
- Computer Science
- Mid-level
- Finance
- Commuter assistance
- Paid parental leave
Credit Analyst
U.S. Bank National Association —Boston, MA
- $25.63 - $34.18 an hour
- Sales
- Research
- Mid-level
- Paid holidays
- Disability insurance
9d
Senior Member Credit Analyst
FHLBank Boston —Boston, MA
- $97,750 - $149,500 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Front Office Credit Risk Analyst, Officer (Onsite)
State Street —Boston, MA
- $70,000 - $118,750 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Equity Underwriting, Analyst
ORIX —Boston, MA
- $70,000 - $90,000 a year
- Weekends as needed
- Writing skills
- Office
- Microsoft Office
- Health insurance
- Adoption assistance

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Financial Wellbeing Coach, Credit

Operation Hope -
Boston, MA

Quick Apply

Job Details

Full-time
$64,000 - $67,000 a year

Qualifications

Writing skills
Word embeddings
Financial client presentations
Cultural competency
Productivity software
Workshop facilitation experience

Full Job Description

Job Description

Financial Wellbeing Coach – Credit & Money Management

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).

POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!

KEY RESPONSIBILITIES:

Financial Coaching:
- Recruit, build trust, and lead clients to achieve strategic performance objectives.
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.

Workshop Facilitation
- Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Build productive relationships with Bank Partners for shared Client relationships.
- Offer both virtual and in-person workshops as requested.

Client Relationship Management:
- Establish and maintain strong relationships with clients, fostering trust and open communication.
- Encourage clients to enroll through the client portal, available on our website.
- Coach client via Zoom, phone and in-person appointments.
- Monitor clients' progress towards financial goals through Dynamics, our client relationship software.

Resource Referral and Community Engagement
- Connect clients with relevant resources, services, and financial products that align with their goals.
- Attend community and networking events.
- Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Documentation and Reporting
- Maintain accurate and detailed records of client activities, impact, and success stories.
- Ensure all data entered has been captured in our CRM system, Dynamics.

QUALIFICATIONS

Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
Ability to meet monthly, quarterly, and annual production goals as assigned.
Multitask oriented with the ability to initiate, manage, and maintain several projects and
program relationships simultaneously.
Serve as the liaison with the partner and community.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Excellent communication and interpersonal skills.
Ability to meet deadlines and maintain effective time management.
Empathetic and patient approach in working with individuals from diverse backgrounds.

REQUIRED SKILLS AND EDUCATION

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.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Self-starter with a demonstrated ability to work with minimal hands-on direction.
Empathetic and patient approach while working with individuals from diverse backgrounds.
Professional demeanor and attire will be required in this position.
This job requires personal transportation for travel within the designated market area.

PREFERRED SKILLS

Experience using Customer Relationship Management programs.
Knowledge of interpreting Credit Report information.
Experience building and maintaining financial budgets.

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Quick Apply

Refine Your Search

credit analyst jobs in dedham, ma

Financial Wellbeing Coach, Credit

Underwriter, Senior

Staff Vice President Construction Underwriter - FM Intellium

Senior Asset Liability Management Analyst (HYBRID)

Senior Member Credit Analyst

Senior Underwriter, North America Fronting

Underwriter, Senior

Executive Underwriter or AVP, Underwriting Director - Construction Casualty

Middle Market Insurance Underwriter - New England Region - REMOTE

Commercial Portfolio Manager II (CRE)

Commercial Portfolio Manager II (C&I)

Catastrophe Risk Associate (Remote)

Senior Credit Analyst

Credit Analyst

Writer I, Credit Cards | The Points Guy

Analyst, Decision Engine (Portfolio Strategy)

Credit Analyst

Senior Member Credit Analyst

Front Office Credit Risk Analyst, Officer (Onsite)

Equity Underwriting, Analyst

I want to receive the latest job alert for credit analyst in dedham, ma

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