Major Responsibilities

Responsibilities include, but are not limited to:

One-on-one financial counseling/coaching:

• Assist clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
• Develop long-term relationships with clients around financial goals for their families.
• Develop plans of action and provide tools and resources while promoting client accountability to reach financial goals.
• Work with clients to provide strategies for budget improvements through personal budgets and detailed financial assessments.
• Understand other services offered by the IRC, such as employment, career development and microenterprise services.
• Work with external mainstream financial institutions to understand the needs of the community to assist with products and services that meet the identified needs.
• Other duties as assigned.

Workshop and training delivery:

·       Develop workshop materials or tailor existing materials to meet the needs of the community. Workshop topics should be relevant to the community, and may include topics such as: budgeting, saving, banking products, credit building, taxes, and identity theft.

·       Schedule and deliver workshops and trainings.

Consumer and business lending:

·       Coordinate with the IRC’s Center for Economic Opportunity (CEO) to administer consumer loan program and ensure applications (credit building, business, vocational education, auto, immigration) are compiled and submitted in a timely manner.

Outcome tracking:

·       Use Efforts to Outcome (ETO), a client data management system, to document and reflect the outcome of clients’ progress in an accurate and timely manner and in alignment with funder objectives.

·       Complete Combined Financial Assessment (CFA) for financial counseling clients.

·       Work with the Economic Empowerment team to ensure that any changes to the client’s CFA (new job, new benefits, change in credit score) are properly documented.

·       Capture client success stores.

·       Other duties as assigned.

Job Requirements:

Education:

·       Bachelor’s degree preferred.

Work Experience:

• Relevant professional experience in human services field required; minimum of 2 years’ experience strongly preferred.

Demonstrated Skills & Competencies:

• Demonstrated understanding of U.S. business climate and systems, business development, budgeting, asset building, and credit building, with experience in business counseling strongly preferred.
• Previous work experience with the IRC’s target refugee and immigrant population and/or with populations affected by trauma is strongly preferred.
• Ability to provide financial coaching and coaching services in a culturally sensitive manner.
• Strong relationship building, diplomacy, and networking skills; ability to effectively build internal and external relationships.
• Self-starter with excellent problem-solving skills combined with the proven ability to prioritize and manage time effectively.
• Attention to detail and accuracy in work product.
• Fluent in English, both spoken and written; proficiency in language(s) spoken by client group is desired.
• Proficient in Microsoft Office applications (Word, Excel, Outlook); ability to use the internet and other digital tools for data entry, research, and problem-solving purposes.
• Valid driver’s license and access to a personal, insured vehicle.

Working Environment:

• A combination of standard office environment and ‘field’ time within the service delivery area to perform the above outlined responsibilities.
• May require occasional weekend and/or evening work.