Kalsee Credit Union
This role provides confidential, professional, and empathetic support to Aspire Financial Counseling members, focusing on personalized financial coaching to help them achieve their financial goals and manage debt effectively. The Financial Counselor conducts comprehensive financial assessments, develops tailored strategies such as debt management plans, and negotiates with creditors to arrange favorable terms. The position also involves educating members on financial products, maintaining accurate records, and ensuring compliance with internal policies and regulations.
We believe in building relationships and cultivating financial wellness, empowering people to focus on what matters. Rewards checking accounts, mortgages, auto loans, commercial loans, and more!
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Kalsee Credit Union.
Kalsee Credit Union didn’t post a salary, so this is our estimate from similar listings.
31% below the average for this role