Financial Coach- Student Loan Focus

2 weeks ago

Long Beach, United States The Cambodian Family Community Center Full time

Founded in 1980, **The Cambodian Family (TCF) Community Center **is a community-based, multi-cultural, non-profit organization, located in Santa Ana, California. Our mission is to provide refugee and immigrant families with the opportunities to develop the knowledge, skills, and desire for creating better health and well
- being in their lives. We accomplish this by providing programs and services in three main areas: (1) community health and mental health; (2) youth program; and (3) civic engagement, immigration, and advocacy.

**Title: Financial Coach
- Student Loan Focus** **FLSA**:Non-Exempt, 40 hours/week (Full-Time)

**Reports to**:Director of Youth, Civic Engagement, and Immigration

**Pay Range or Rate & Benefits**:$28 to $30 per hour - plus excellent benefits package (medical, dental, vision, 403b retirement matching plan, paid time off such as vacation and sick)

**Job Location**: In-Person in Santa Ana, California (No Remote Work)

**Position Status**: Grant-funded position. The position will be eliminated once the grants end.

**Summary**:
The Financial Coach with a Student Loan Focus will be responsible for conducting financial coaching sessions via telephone and the Internet and representing the organization at local community events. A significant aspect of this role involves being a great listener, conveying empathy when clients share their stories, and effectively identifying goals or concerns to assist clients with as part of the financial coaching/student loan repayment journey.

**Essential Functions**:
Coaching Duties (90%)
- Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improve their overall well-being.
- Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments.
- Assist clients in creating a personalized action plan to support and motivate clients towards achieving financial goals.
- Provide continuing education, guidance, and resources to empower clients to accomplish their established plans, including resolving immediate problems and changing behaviors; and
- Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar).
- **Student Loan Counseling Specific Responsibilities**_
- Conduct comprehensive assessments of clients' student loan situations, including loan types, repayment plans, and eligibility for forgiveness or discharge programs.
- Provide personalized guidance on student loan repayment options, including income-driven repayment plans, loan consolidation, and loan forgiveness programs.
- Assist clients in understanding the implications of student loan default, delinquency, and rehabilitation and provide strategies for resolving these issues.
- Educate clients on the importance of timely payments, loan servicer communication, and the impact of interest accrual on long-term repayment.
- Advocate for clients with loan servicers, lenders, and collection agencies to address billing errors, resolve disputes, and negotiate favorable repayment terms.
- Stay informed about changes in federal and private student loan regulations, policies, and programs, and communicate updates to clients as needed.
- Collaborate with other financial coaches and counselors to integrate student loan counseling into broader financial wellness plans for clients.
- Maintain accurate records of student loan counseling sessions, including notes on client discussions, action plans, and follow-up tasks.
- Participate in training and professional development opportunities related to student loan counseling best practices and industry trends.

Administrative (10%)
- Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary.
- Follow the Phone Status Policy and remain on available status during the workday to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed.
- Conduct outbound calls for follow-up and/or outreach.
- Collect, track and report required data and input call and session notes for every client and interaction using the client management database; and
- Represent BALANCE at community events, partner meetings, or workshops.

**Minimum Qualifications - Knowledge, Skills and Abilities Required**
- Bachelor's degree (B. A.) from a four-year college or university; or
- An associate degree from an accredited college is required, or one to two years of related experience and/or training (EAP, financial services, counseling, case management, banking, credi

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