Financial Coach

3 weeks ago

Panorama City, United States El Centro de Amistad, Inc. Full time

**Position Summary**

The FSC Financial Coach reports to the FSC Program Manager and provides intake, assessment, case management and financial coaching services for individual clients and their families for the Panorama City FSC. The position provides coaching and support services to low-income individual clients and families. The position ensures that efficient and sound plans are developed with consumers and inputs all necessary data and documentation into the Program’s and Agency’s electronic record keeping and data system(s). The end goal of the Financial Coach is to foster greater economic self-sufficiency in individuals and families. The position will engage individuals and families to uncover their unique challenges and needs as well as their strengths and resources to enable the client to set their own goals. This position requires in-person work attendance daily as well as fieldwork. Other duties as assigned.

**Role and Responsibilities**
- Provides intake and financial well-being assessment and comprehensive case management to consumers that need support in financial coaching.
- Identifies client’s specific needs related to financial coaching.
- Work with clients on budgeting, analyzing saving plans, reducing debt, assessing delinquency issues, explore debt-to-income ratio and rent-to-income ratio, improving credit score and financial well-being,
- Ensures clients receive services which include emergency food, emergency funds for housing related expenses, housing related legal assistance, and technology support for students.
- Develops individualized plans to address client’s/families’ needs, including need for legal services, housing, financial coaching, employment educational, health, mental services, immigration, and other services.
- Connects and links client/family to FSC programs and activities, other ECDA services, and community resources to assist with meeting goals of improving Family Income and Academic Achievement
- Assist with Child Watch and food bank duties.
- Connects families to Housing Stability Advisor and works in collaboration to assist families in maintaining/securing safe and affordable housing.
- Participates in meetings with other team members and supervisor to debrief on progress on cases and troubleshoot challenges that may arise.
- Meets and maintains caseload productivity requirements to meet program contract objectives.
- Participates in community outreach activities, special events and projects year-round, including food and fund distributions.
- Oversees and cultivates relationships with specific internal and external partnerships and programming activities.
- Maintains frequent contact with clients through appointments at the FSC and telephone conversations to follow through with programs, services and provide ongoing support.
- Works with identified collaborative internal and external partners.
- Engages and participates in regular staff meetings and trainings.
- Leads or facilitates group, consultations, in-services, events, meetings, and activities.
- Initiates crisis intervention when crisis related incidents occur with clients or families at FSC.
- Completes required documentation, assessments, reports, referrals and data entry with accuracy and attention to detail onto specified Agency and FSC record keeping/data systems by required deadlines.
- Adheres to agency and programmatic deadlines.
- Participates in FSC team meetings, events, staff meetings, collaborative partner or community meetings and other meetings as requested.
- Assist with special projects as needed.

**Qualifications and Education Requirements**
- Bachelor’s degree in finance, accounting or related field **or** be certified as a financial coach **or** a high school diploma with a minimum of four years demonstrated experience providing financial capability programs.
- Experience providing services to vulnerable populations preferred.
- Ability to work with people from diverse ethnic groups and various socioeconomic levels.
- Bilingual (English/Spanish) with excellent oral and written communication skills.
- Must have great organizational skills, be detail oriented and a self-starter with the ability to multitask.
- Strong computer literacy including Microsoft Word, Excel, Access, Adobe PDF, Outlook, Google Drive, Internet, and other standard equipment.
- Must clear HIPAA certification, Department of Justice, and TB clearance.
- Occasional weekend and evening hours will be necessary.
- Must have a reliable vehicle/access to transportation, valid California driver’s license, and be responsible for all liability on vehicle.
- Required to work “In-Person” and in dedicated or assigned site(s), and in the community on weekdays and some nights and weekends.
- Other duties as assigned.

Pay: $22.00 - $23.00 per hour

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement pl

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