Position Summary: The Financial Empowerment Specialist is a member of the Transformative Services Department and provides specialized case management that helps clients understand their financial health and develop habits to build wealth.
Responsibilities include, but are not limited to:
- Utilizing expertise to support clients as they develop their ability and confidence to make positive financial decisions that promote their long-term financial well being.
- Coordinating and facilitating the actions and activities that move clients through the stages of program uptake and service delivery, intake, assessment, case planning, goal setting, direct service delivery, referrals, goal completion, and ongoing supportive activities.
- Building rapport and establishing trusting relationships with clients by demonstrating empathy, being transparent and accountable, respecting boundaries, and providing consistent and high-quality service.
- Effectively using Salesforce to document service delivery activities, monitor key output metrics, and drive necessary next steps.
- Liaising effectively with referral partners and other external collaborators to ensure that clients receive a warm hand-off and ongoing support that is relevant, timely, and effective.
- Identifying and attending development and training opportunities to further develop expertise and incorporate best practice standards as they evolve.
- Regularly participating in ecosystem events and initiatives in order to increase connections to community partners and stay up-to-date on offerings and opportunities that benefit clients.
- Working cooperatively with internal and external partners to align efforts, build and maintain mutually beneficial relationships, share and leverage information, and achieve outcomes.
- Other duties as assigned.
Experience and Qualifications:
- 2+ years of professional experience required with direct experience in personal financial literacy and expertise related to banking, budgeting, saving, building and improving credit, and borrowing and managing debt.
- Case management experience preferred.
- Bachelor’s degree or equivalent experience in finance, accounting, social work, counseling, sociology, psychology, anthropology, public health, or a related field. A combination of education and experience will be considered.
- Proficiency with Microsoft Office applications is required.
- Familiarity with Salesforce or other CRM databases.
- Excellent leadership, communication, and interpersonal skills.
- Knowledgeable about the challenges that face residents in low-income, majority-underserved neighborhoods as a result of long-standing racial exclusion.
- Demonstrated commitment to the principles of Diversity, Equity, Inclusion, and Accessibility.
- Collaborative — A dynamic personality that is collaboratively minded, can recognize and identify strengths, seek consensus around mutual goals, and build meaningful relationships.
- Creative and Curious — A systems-thinker and builder, who is not afraid to be innovative in designing solutions and has skills in articulating these ideas and concepts.
- Methodical — Strong analytical, systems, and problem-solving skills to evaluate performance, prepare reports, and recommend/implement solutions using independent judgment. Ability to move from concepts to action through strong program design and evaluation.
- Reliable — Skills that reflect and value a team approach, demonstrated integrity, effectiveness, efficiency, and the ability to deliver high-quality service. Highly capable of handling multiple tasks, projects, and timelines. Excellent oral and written communication skills.
- Trusted — Ability to work with residents, partners, and staff of diversified backgrounds with a positive, optimistic, solutions-oriented attitude. Shares a deep respect for the community, its stakeholders, and the residents that we serve.
- Driven — Passion for the work and an interest in continuous learning and improvement.
The position will work under the Transformative Services Department’s supervisory team.
Salary and Benefits:
- Salary: $50,000
- Benefits for a full-time position as determined in the current Beyond Housing Employee Handbook.