Financial Literacy Coach Lead
Lynn Housing Authority & Neighborhood Development Lynn Housing Authority & Neighborhood Development Lynn, MA Lynn, MA Full-time Full-time From $55,000 a year From $55,000 a year Position
Summary:
The Financial Coach is an organized, outgoing and vibrant case manager working primarily with interested Lynn residents and LHAND programs participants to assist and guide clients in developing a plan toward their goals toward financial stability attainment.
The coach conducts one-on-one counselling, ongoing case management; facilitate workshops on topics related to budgeting, credit building & repair, savings and banking products.
Provides ongoing support to the FSS financial coach, LHAND case managers and others in the community seeking such services.
The lead trains, collaborates and guides other financial coaches and staff members.
Lead is responsible for ongoing relationship management with our United Way funders, attends all their supervisor's meetings, and community of practice opportunities, completes necessary reports in a timely manner and utilizes the Sales Force software for all required entries.
Major
Responsibilities:
Conduct one-on-one financial coaching engaging clients in a long-term relationship.
Assist clients resolve existing problematic financial situations, while emphasizing proactive financial management moving forward.
Develop a budget and strategies for budget tracking and improvement with the client; access credit report/score and assist in credit repair and building; provide clients with strategies toward increasing net worth; develop action plans and provide necessary tools, resources and accountability to client journey towards meeting their goals; understand income support services and connect clients to such services as needed.
Understand and develop familiarity with other services offered by the agency and the community, connecting clients with such services as needed.
Track outcomes and document progress using most current database software accurately and in a timely manner Facilitate workshops or tailor existing materials to meet the needs and relevance of the community (Ex:
budgeting, savings, banking products, credit building, identity theft, etc.
) Create a network of referral organizations to help assist clients meet their financial goals and foster deep networking connections with area agencies Monitor client retention, conduct general benefits screening for income supports, assist with the application process as needed, maintain contact with clients regularly and document in database.
Create and maintain electronic and manual data and files.
Ensure accuracy and wholeness of records.
Actively collaborates with programs staff at the service division and beyond Attend meetings, training opportunities and conference calls as needed Perform other related duties as required Attend ongoing trainings and community of practice offered regularly by our United Way partners
Qualifications:
Qualifications for the Financial Coach position include, but are not limited to:
A strong understanding of personal finances, particularly in the areas of budgeting, asset building and credit building/repair A bachelor's Degree from a four year accredited institution Previous work experience in the financial counselling sector is a plus Strong communications skills, both written and oral in both English and Spanish Previous work experience with target population, and/or the ability to provide financial counselling/coaching services in a culturally sensitive manner.
A good financial coach is able to relate well to team members and clients Proficient in Microsoft Word, Google products, Excel, and Power Point Highly developed customer service skills, time management, computer literacy, ability to multitask and adaptability to ongoing changing environment.
Internet and Resource Savvy Fluent in English/Spanish Able to manage time wisely and be mindful of time sensitive work, detail oriented Have reliable transportation Key Concepts:
Relationship building, collaborative teamwork Cultural competency and respect Communication skills Initiative Planning/Organizing Promotes agency Employer engagement/relationship building Tracking program progress and reporting Accountability and result focused Adaptive to change Job Type:
Full-time Pay:
From $55,000.
00 per year Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
The Financial Coach is an organized, outgoing and vibrant case manager working primarily with interested Lynn residents and LHAND programs participants to assist and guide clients in developing a plan toward their goals toward financial stability attainment.
The coach conducts one-on-one counselling, ongoing case management; facilitate workshops on topics related to budgeting, credit building & repair, savings and banking products.
Provides ongoing support to the FSS financial coach, LHAND case managers and others in the community seeking such services.
The lead trains, collaborates and guides other financial coaches and staff members.
Lead is responsible for ongoing relationship management with our United Way funders, attends all their supervisor's meetings, and community of practice opportunities, completes necessary reports in a timely manner and utilizes the Sales Force software for all required entries.
Major
Responsibilities:
Conduct one-on-one financial coaching engaging clients in a long-term relationship.
Assist clients resolve existing problematic financial situations, while emphasizing proactive financial management moving forward.
Develop a budget and strategies for budget tracking and improvement with the client; access credit report/score and assist in credit repair and building; provide clients with strategies toward increasing net worth; develop action plans and provide necessary tools, resources and accountability to client journey towards meeting their goals; understand income support services and connect clients to such services as needed.
Understand and develop familiarity with other services offered by the agency and the community, connecting clients with such services as needed.
Track outcomes and document progress using most current database software accurately and in a timely manner Facilitate workshops or tailor existing materials to meet the needs and relevance of the community (Ex:
budgeting, savings, banking products, credit building, identity theft, etc.
) Create a network of referral organizations to help assist clients meet their financial goals and foster deep networking connections with area agencies Monitor client retention, conduct general benefits screening for income supports, assist with the application process as needed, maintain contact with clients regularly and document in database.
Create and maintain electronic and manual data and files.
Ensure accuracy and wholeness of records.
Actively collaborates with programs staff at the service division and beyond Attend meetings, training opportunities and conference calls as needed Perform other related duties as required Attend ongoing trainings and community of practice offered regularly by our United Way partners
Qualifications:
Qualifications for the Financial Coach position include, but are not limited to:
A strong understanding of personal finances, particularly in the areas of budgeting, asset building and credit building/repair A bachelor's Degree from a four year accredited institution Previous work experience in the financial counselling sector is a plus Strong communications skills, both written and oral in both English and Spanish Previous work experience with target population, and/or the ability to provide financial counselling/coaching services in a culturally sensitive manner.
A good financial coach is able to relate well to team members and clients Proficient in Microsoft Word, Google products, Excel, and Power Point Highly developed customer service skills, time management, computer literacy, ability to multitask and adaptability to ongoing changing environment.
Internet and Resource Savvy Fluent in English/Spanish Able to manage time wisely and be mindful of time sensitive work, detail oriented Have reliable transportation Key Concepts:
Relationship building, collaborative teamwork Cultural competency and respect Communication skills Initiative Planning/Organizing Promotes agency Employer engagement/relationship building Tracking program progress and reporting Accountability and result focused Adaptive to change Job Type:
Full-time Pay:
From $55,000.
00 per year Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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