Senior Financial Literacy Specialist

Finance & Economy

Overview

Lead financial literacy initiatives and provide coaching to diverse clients

You have:

• Undergraduate degree required or equivalent years of education and related work experience
• Financial Coaching certification strongly preferred
• At least 2 years of experience with financial education, counseling and coaching
• Proven experience in supervising paid or unpaid staff
• Previous experience working with individuals from diverse cultural and educational backgrounds
• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking, debt navigation, and credit counseling; experience in loan processing a bonus
• Excellent interpersonal skills with a high level of attention to detail and digital literacy
• Strong written and verbal communication skills, including ability to make presentations
• Ability to work independently, be a self-starter and lead multiple tasks
• Proficiency in a refugee language (especially Arabic, Farsi/Dari, or Pashto) required

Staff Management:

- Provide leadership, development support and supervision to direct service staff by leading team meetings; providing individual supervision, coaching and goal setting; managing workload and prioritizing tasks; and helping staff troubleshoot challenges. - Ensure compliance of self and financial capabilities team with all policies, procedures, and protocols of the agency.

Client Services:

- Assist clients in assessing and resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management - Work with the Financial Capabilities team to ensure that any changes to clients CFA (new job, new benefit, and change in credit score) are properly documented in relevant systems. - Capture client success stories - 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, savings, banking products, credit building, and identity theft. - Provide one-on-one financial coaching to clients and assist with consumer loan underwriting; - Ensure all eligible clients receive quality service, timely follow-up, and referrals to other IRC programs as appropriate; - Coordinate, and seamlessly integrate financial education workshops on budgeting, banking, U.S. credit system, higher education debt, credit repair, and debt navigation, for all applicable cohort-based training. - Administer pre- and post-assessments;

Program Oversight:

- Ensure all programs fulfill funder and agency requirements for documentation, case files, data tracking and other areas of administrative compliance; - Monitor progress towards programmatic performance requirements and encourage the employment team towards these goals. This includes program implementation, oversight, monitoring and evaluation for all grants in the portfolio; - Produce high-quality program reports for IRC headquarters and funders in a timely manner, as assigned by supervisor; - Support the management of the Efforts to Outcome (ETO) and Salesforce case management database, including uploading client data and being responsible for the monthly entry and review of staffs financial literacy data; - Play lead role in cross-department eligibility and enrollment processes across all CFO programs to ensure clients are enrolled into CiA to receive all relevant services and ensuring Financial Literacy is well integrated across programs; - Collaborate closely with relevant community partners and funders; - Participate in all program meetings and staff development activities; - Follow all policies, procedures and protocols of the agency; - Other duties as assigned.

Job Requirements:

Education: Undergraduate degree required; or mix of equivalent years of education and related work experience;

- Financial Coaching certification strongly preferred; - At least 2 years of experience with financial education, counseling and coaching; - Proven experience in supervising paid or unpaid staff; - Previous experience working with individuals from diverse cultural and educational backgrounds; - Previous experience working in County-funded projects strongly preferred; - High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking, debt navigation, and credit counseling; experience in loan processing a bonus; - Proven ability to communicate well with people of multifaceted backgrounds; - High level of comfort, functioning and efficiency in multi-cultural and multi-disciplinary teams; - Excellent interpersonal skills with a high level of attention to detail and digital literacy; - Strong written and verbal communication skills, including ability to make presentations; - Ability to work independently, be a self-starter and lead multiple tasks; - Comfortability delivering training and coaching through a distant learning platform; - Proficiency in a refugee language (especially Arabic, Farsi/Dari, or Pashto) required;

Working Environment:

- Hybrid: At home with reliable internet and standard, professional office environment at least two days per week; - Regular travel to off-site locations is required; - Office’s hours are scheduled as Monday-Friday, 8:30am-5pm in both in the City Heights and El Cajon offices; Some weekend or evening hours may be required; - Access to a reliable vehicle to travel regularly throughout the service delivery area.

Compensation: Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirement

COVID-19 Vaccination Requirement****: In accordance with IRC’s duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires new hires to furnish proof of vaccination against COVID-19 in order to be considered for any in-office or hybrid positions. All IRC US offices require full vaccination to attend any in-office functions (e.g., meetings, trainings).

Commitment to Diversity and Inclusivity****: IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.

Equal Opportunity Employer****: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-30 vacation days depending on role and tenure, 8 weeks parental leave, multiple options for medical insurance starting at $135 per month, dental starting at $7 per month, and vision starting at $6 per month, a 403(b) retirement savings plans with immediately vested matching, 100% employer paid disability & life insurance, and an employee assistance program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.

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Potential interview questions

Added 3 years ago - Updated 1 year ago - Source: rescue.org