Responsibilities Include:
▪ Recruit 50 new IDA youth participants from area high schools (NHS) living within 24:1 service area.
▪ Open accounts – requires face-to-face meetings with youth participants and families. Facilitate the
opening of accounts with US Bank staff.
▪ Assist in the facilitation, coordination, and instruction of financial education for youth including parent
workshop events and curriculum.
▪ Act as liaison between Normandy High School administration staff and participants and parents of the
IDA program.
▪ Assist in the coordination of college access services for students with Normandy High School guidance
office staff.
▪ Create electronic account records for each new IDA participant enrolled in the program; Enter monthly
deposit amounts in Vista Share Outcome Tracker Database.
▪ Analyze and monitor participant savings; Create and distribute monthly Account Summary statements to
all enrolled participants. Generate and mail various account and college access letters.
▪ Provide ongoing support as needed for college access workshops, bank trips, and other school-based
events.
▪ Prepare monthly, quarterly, and/or semi-annual reports to program funders; Assist in the production of
reporting data to the United Way and other partner agencies on an as-needed basis.
▪ Facilitate match withdrawal processes to include: o Receiving appropriately completed match withdrawal
documentation from IDA participants o Contacting financial institutions to insure the availability of funds
o Providing appropriate documentation to Accounting Department for preparation and
dissemination of match withdrawal checks (made payable to 3rd party vendors) to clients
o Submitting required documentation for reimbursement of funds o Entering all match withdrawal
data for IDA participants
o Working with financial institutions to facilitate the withdrawal of participants’ savings match
▪ Occasional Travel – Coordinate College Field Trips throughout the school year for
youth IDA participants.
Required Qualifications:
▪ BA, BS with preferred course work in Social Services or another related field with College Access
Experience.
▪ Must demonstrate excellent writing skills and a willingness to work in a fast-paced/non-profit
environment.
o Individual must possess proficient time management and multi-tasking skills with an ability to
meet deadlines.
▪ Strong computer skills, including MS Office (Word, Excel, and Outlook) with excellent attention to
detail.
▪ Good organizational and self-motivational skills with a proven ability to take initiative and work
independently.
▪ Excellent writing, editing, research, and oral communication skills.
▪ Good human relations skills and the ability to effectively work with persons from a broad range of social,
economic, and professional backgrounds are required. Must have an understanding of issues affecting low to moderate-income families and minority communities.
▪ Ability to be flexible and work occasional early mornings, late evenings, and weekends.
Preferred Experience and Qualifications:
▪ MA, MSW preferred, with two (2) years experience, which demonstrates knowledge of a variety of
field concepts, practices, and principles related to program planning and implementation, asset-building
and College Savings Accounts including Individual Development Accounts (IDAs) and (529s).
▪ Ability to anticipate needs, see opportunities and use good judgment in dealing with confidential
information.
▪ Ability to analyze and review operational procedures, identify problem areas and optimize performance
through procedural changes.
▪ Experience with client database management tools.
Supervisor:
▪ College Access Program Manager
Salary and Benefits:
▪ Full-time salaried position with benefits as determined in current Beyond Housing
Employee Handbook
▪ Salary – $40,000.00
Application Instructions:
Please send your resume, and cover letter in MS Word format to hr@beyondhousing.org. This position will remain open until it is filled.

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