Financial Programs Coordinator

Description

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

Requirements

• Practiced in program outreach, enrollment, and file management.
• Bilingual (English and Spanish) required.
• Experience working with partners and site team members to implement programs and initiatives.
• 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.
• Proficiency with MS Excel, PowerPoint, Word, Publisher, Outlook, and other computer programs
• 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.
• Ability to clearly articulate the various financial programs including aiding residents in accessing and registering for them.
• 1 year of financial coaching and counseling experience is required.
• Demonstrated experience in previous engagement, communication, and collaboration with people of diverse socioeconomic and cultural backgrounds.
• Excellent communication, organization and writing skills.
• Knowledge of Yardi, Property Management databases, or CL Dynamics is a plus.
• 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.

Benefits

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

Training + Development

Interview process

Visa Sponsorship

Security clearance