Financial Programs Coordinator

Overview

Coordinate resident financial assistance and outreach for housing stability programs.

Key Responsibilities

• cl connect
• resident enrollment
• event coordination
• marketing outreach
• family coaching
• customer service

Tasks

-Operate in a timely manner, with consistency and a high level of integrity and professionalism; provide excellent customer service to residents and partners. -Weekly enter data into CL Connect to document services provided to residents and outcomes achieved. -Work with eligible FSS program residents to enroll, complete resident surveys, COPs, and the individual training and services plans that are associated with the program. -Build relationships with residents to better understand their needs and aspirations and connect them with the local resources and opportunities. -Attend training and continue education opportunities related to the financial programs and others offered by the Community Life or partners. -Help coordinate meetings, space, events, workshops, trainings, etc. relevant to the financial programs. -Use various forms of marketing and outreach to meet the various financial program enrollments and participation goals. -Use Family-Centered coaching to increase residents’ motivation to participate in financial counseling and coaching programs.

Requirements

• excel
• yardi
• publisher
• cl dynamics
• bilingual
• associates

What You Bring

-Proficiency with MS Excel, PowerPoint, Word, Publisher, Outlook, and other computer programs -Demonstrated experience in previous engagement, communication, and collaboration with people of diverse socioeconomic and cultural backgrounds. -Experience working with partners and site team members to implement programs and initiatives. -Knowledge of Yardi, Property Management databases, or CL Dynamics is a plus. -Ability to understand and respect values, attitudes, and beliefs that differ across cultures and to respond appropriately to these differences with residents in planning, implementing, and evaluating programs and services. -Excellent communication, organization and writing skills. -Practiced in program outreach, enrollment, and file management. -Ability to clearly articulate the various financial programs including aiding residents in accessing and registering for them. -Bilingual (English and Spanish) required. -Ability to create outreach and marketing materials using Publisher or other design programs. -Associates degree preferred with a focus in social work, human services, public health, community development, or related field, or a combination of education and experience. -Capable of building and maintaining positive relationships with a wide variety of stakeholders, including but not limited to residents, senior staff, volunteers, interns, and community partners. -1 year of financial coaching and counseling experience is required.

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Benefits

-This is a grant-funded position and will be extended beyond the 3 year grant based on securing further funding. Salary: $55k -Hospital & Critical Illness Insurance -Medical, dental, and vision insurance -Tax-advantage accounts: commuter/parking, medical & dependent care FSA -12 Paid Holidays & tenure-based PTO accruals -Confidential, 24/7 Employee Assistance Program -403(b) retirement plan with company match -Company paid Life & Disability Insurance -Employer contributions to Health Savings Accounts

About The Community Builders, Inc.

-Specializes in revitalizing communities and developing long-term, impactful housing solutions, with a focus on mixed-income developments. -Creates developments that serve as both affordable housing and community anchors by leveraging expertise in urban planning and financing. -Collaborates with local governments and partners to address housing and social needs through community redevelopment. -Notable projects include large-scale residential developments in high-need urban areas, each aimed at creating lasting positive change. -Committed to fostering strong, healthy, and economically resilient neighborhoods.

Sector Specialisms