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Financial & Homeownership Services Coach

3 months ago


Minneapolis, United States CAPI USA Full time
Join Our Mission-Driven Team as a Financial & Homeownership Services Coach

Are you passionate about empowering refugees and immigrants to achieve financial independence and stability? Do you want to make a meaningful impact in a diverse, multicultural community? CAPI, a leading nonprofit organization, is looking for a dedicated Financial & Homeownership Services Coach to join our Economic Empowerment team.

About CAPI: At CAPI, we guide refugees and immigrants on their journey toward self-determination. Serving over 7,000 new refugees and immigrants annually, we are proud to be an inclusive, multilingual, and immigrant-led nonprofit organization. Our core service areas-Basic Needs, Economic Empowerment, and Civic Engagement-provide comprehensive support to Minnesota's Asian, East and West African, Latinx, and underserved US-born communities.

What You'll Do: As a Financial & Homeownership Services Coach, you will play a pivotal role in helping individuals and families achieve their financial goals. You will provide one-on-one coaching and group education, focusing on budgeting, credit building, homeownership, and financial planning. You'll also collaborate with community partners to enhance the continuum of financial services at CAPI, ensuring our clients have access to the resources they need to succeed.

Key Responsibilities:
  • Provide personalized financial and homeownership coaching to guide participants through budgeting, credit improvement, and accessing financial services.
  • Promote and facilitate engagement with CAPI's Financial Opportunity Center (FOC) activities, including workshops, employment services, and benefits enrollment.
  • Build and maintain relationships with community partners to expand the reach and impact of CAPI's financial services.
  • Track and evaluate participant outcomes using CAPI's Salesforce data management system, contributing to the continuous improvement of our services.
  • Support CAPI's civic engagement initiatives, helping to empower our community through voter registration, outreach, and advocacy efforts.
What We're Looking For:
  • Education & Experience: A 2-year degree with 2 years of related experience, or 4+ years of experience in financial services or homeownership coaching.
  • Skills & Abilities: Bilingual in English and Spanish is required. Knowledge of financial and homeownership programs, budgeting, and credit building. Strong communication, project management, and cultural competency are essential.
  • Certifications: A valid MN Driver's License and a commitment to obtaining HUD certification and other relevant financial counseling certifications within the first 12 months of employment.
Why Join CAPI?
  • Impactful Work: Be part of a team that is making a real difference in the lives of immigrants and refugees.
  • Diverse & Inclusive Environment: Work in a multicultural setting that values diversity and fosters an inclusive community.
  • Professional Growth: Take advantage of opportunities for professional development and certification in financial counseling and homeownership education.
  • Flexible Schedule: Enjoy a role that may include occasional evening and weekend hours, offering flexibility in your workweek.

If you're ready to take on a rewarding role where you can use your skills to empower others and build stronger communities, we encourage you to apply today