TAP Financial Counselor

Choctaw Global seeks a TAP Financial Counselor to provide on-site financial guidance to clients in Drumright, OK. In this role, you will conduct one-on-one counseling, assess financial needs, and create personalized budgets, debt reduction, and savings plans. You will review credit reports, document sessions, and track client progress while coordinating with program staff and community partners. Operating in a mission-driven, Choctaw values-based culture, you will deliver financial education workshops and support the economic well-being of the Choctaw Nation and local community.

Responsibilities

• Provide one-on-one financial counseling to TAP program participants
• Assess client financial situations and develop personalized budgets
• Educate clients on credit, debt reduction, and savings strategies
• Document all counseling sessions and maintain accurate case files
• Coordinate with program staff and community partners to support client goals
• Deliver financial literacy education in group or workshop settings
• Ensure compliance with organizational, tribal, and federal program requirements
• Track client progress and prepare routine status and outcome reports
• Use office software and systems to manage appointments and data
• Support Choctaw Global's mission and uphold Choctaw Nation values in all interactions

Required Skills

• Financial counseling
• Budget development
• Debt management planning
• Credit report review
• Client needs assessment
• Case documentation
• Data entry
• Compliance with regulations
• Customer service
• Microsoft Office