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Financial Capabilities Coordinator

United States

Opportunity Deadline

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Job Description

Fresh
  • Country: Glendale, USA
  • No of vacancies: N/A
  • Salary: N/A 
  • Organization: IRC
  • Gender: Both 
  • Deadline: N/A

Responsibilities: Include, but are not limited to:

Client Services:

  • Assist clients in assessing and resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management
  • Ensure that changes (new job, new benefit, and change in credit score) are properly documented in relevant systems.
  • Assist client with applications for and follow up on interest-based credit-building and consumer loans through the Center for Economic Opportunity (CEO).
  • Capture client success stories
  • Develop workshop materials or tailor existing materials to meet the needs of the community. Workshop topics may include the following: budgeting, savings, banking products, credit building, and identity theft.

Program Oversight:

  • Ensure compliance with all policies, procedures, and protocols of the agency.
  • Ensure quality assurance by conducting periodic case file and electronic data reviews.
  • Coordinate cases and effectively communicate between team members and departments.
  • Assist with high-quality program reports for IRC headquarters and funders and ensure programs fulfill funder and agency requirements.
  • Conduct outreach for community-based financial education and financial capability events.
  • Represent the department in the local community; develop and maintain strategic partnerships with community organizations.
  • Participate in all program meetings and staff development activities.
  • Other duties as assigned.

Job Requirements:

  • 2+ years of related professional experience in financial capabilities
  • Experience in a non-profit setting and/or financial coaching services a plus
  • Experience managing staff and/or volunteers
  • Experience working in a diverse, and non-traditional setting with diverse staff and client base
  • Knowledge of financial services and/or public benefits systems preferred.
  • Self-starter with excellent problem-solving skills combined with the proven ability to multi-task, prioritize duties, and manage time effectively.
  • Excellent verbal and written communication skills and an overall ability to be clear and concise in all communications
  • Exceptional organizational skills with proven attention to detail.
  • Demonstrated ability to work effectively as a team member in a multi-cultural environment.
  • Proficient in Microsoft Office applications (Word, Excel, Outlook)
  • Fluent in English, both spoken and written; bilingual ability preferred. Preferably in Spanish, French, Arabic, Dari, Farsi and/or Pashto.
  • Demonstrated ability to work effectively with stakeholders at all levels.
  • Valid driver’s license and access to a personal, insured vehicle.
  • In accordance with Arizona State Law, must possess or be eligible to receive a fingerprint clearance card.

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