Credit Reviewer volunteer for the Tax Prep Program

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A Credit Reviewer volunteer provides the Financial Check-up services. The Credit Reviewer will review taxpayer’s credit report with them and create a credit improvement plan for taxpayer. The Credit Reviewer will encourage taxpayer to save part of a refun taxpayer receives and will assist taxpayer in signing up for U.S. Treasury myRA if taxpayer desires.

Tasks:

• Review credit reports with taxpayers, identifying any information on the report which may indicate taxpayer is a victim of fraud or identity theft

• Identify negative factors on credit reports and collaborate with taxpayer to create a plan to mitigate these factors

• Identify positive factors on credit report on which taxpayer can build and area where taxpayer can add positive factors to their credit report and collaborate with taxpayer to create a plan to implement these factors

• Encourage taxpayers to save part of refunds

• Provide information about U.S. Treasury myRA accounts, assist taxpayers in opening them if desired

• Answer taxpayer questions

Knowledge, Skills, and Abilities:

General knowledge of credit and its importance in the financial industry

Knowledge of customer needs and meeting the highest quality of customer satisfaction

Strong ability to exercise judgment, decision making and critical thinking

Training Required:

Credit Reviewer requires a minimum of 6 hours of training; receiving training on ethics, volunteer policies, credit counseling, and U.S. Treasury myRA sign-up.

Suggested volunteer commitment:

We encourage volunteers to sign up to volunteer at least 1-2 times a week as their schedule allows.