General Info

Department: La Casa Amiga Legal Clinic & Community Programs

Location: Pontiac

Position Type: Part-Time

Hours/Pay

Rate of Pay:

Availability: This is a part-time, non-exempt position. Days and hours of work are within the normal business hours: Monday through Friday, 8:30 a.m. to 5 p.m.

Days/Hours Worked: Approximately 15 hours per week

Experience

Education Requirements: Bachelor’s Degree in Education, Accounting or related field; financial coaching experience preferred

Experience Requirements: See full job description below for specific requirements

Special Requirements: Proficiency in English and Spanish; excellent interpersonal, written and verbal communication skills

Description

Under the direction of the Center for Working Families supervisor, the Financial Coach Specialist provides individualized and group financial coaching for participants to help them reach target goals including credit score, budgeting, saving, utilization of affordable financial services, and asset development. This position works directly with families/individuals to ensure that families reach their educational, financial and asset goals.

QUALIFICATIONS, KNOWLEDGE, SKILLS & ABILITIES

• Bachelor’s Degree in Education, Accounting or related field; financial coaching experience preferred
• Proficiency in English and Spanish; excellent interpersonal, written and verbal communication skills
• Demonstrate organizational skills, with the ability to multi-task
• Knowledge of Microsoft Office software including Word and Excel
• Highly motivated self-starter
• Demonstrate ability to interact effectively and confidently with individuals at all socio-economic levels that utilize Hispanic & Newcomer Outreach support
• Ability to work independently and as a productive team member
• Excellent mathematical skills and reasoning ability
• Successful completion of initial and on-going employment screens, including, but not limited to criminal background, sex offender, drug screen, OIG, valid Michigan driver’s license, abuse and neglect and vehicle record check as required

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides one-on-one financial coaching for identified number of participants each year, keeping records and tracking progress to solve their problems.
• Assists participants with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization of affordable financial services, and asset development.
• Help clients identify strategies for increasing income, inform them on ways to avoid loans, fees, and predatory practices that are exploitative or fraudulent.
• Help clients look at debt and how to wisely use debt to acquire better credit, appreciating assets and develop critical thinking skills.
• Follow up with participants on referrals to other financial service professionals when applicable.
• Develops, conducts and promotes financial education classes to reach the number of participants required by UWSEM, keeping attendance records for each class.
• Data collection and evaluation: Collect and verify all required data from participants throughout the program, including Combined Financial Assessment and Financial Profile.
• Recruits and secure volunteers from schools, banks, financial institutions, churches, etc. to help the Financial Aid Society with taxes.
• Have individual planning sessions with an identified number of Tax clients/ITIN prior to meeting with Financial Aid Society.
• Reports on the following outputs/outcomes at the request of UWSEM: Net income, Net worth, Credit score, and income to expense ratio, ITIN applications, Bank Accounts opened. Submit Clients success stories as requested by UWSEM.
• Resource development: Identify and refer participants to other resources and services needed to achieve their financial goals. Identify, cultivate, and maintain relationships with key community partners.
• Attends meetings and required training jointly with UWSEM Community Financial Centers and other Community meetings as needed including quarterly Financial Coaching meetings in Detroit.
• Adhere to the Mission, Values and Vision of CCSEM and the values and teachings of the Catholic Church.
• Performs other related duties as assigned by Center for working families – Supervisor

This is a part-time, 15 hours per week non-exempt position. Days and hours of work are Monday through Friday, as assigned. This is a year-round position, This position requires some evenings.

Contact

Luz Acosta