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The main objective of the Financial Coach is to help our low-income residents improve their financial well-being. The Financial Coach is responsible for meeting people where they are at financially, whether it be to: (a) address a current financial crisis; (b) meet their day-to-day financial obligations; or (c) plan for the future. The Financial Coach is responsible for the effective and efficient delivery of Community HousingWorks Financial Well-being Programs.
This position focuses on improving the long-term financial behavior of CHW residents. The Financial Coach facilitates residents to set and achieve financial goals largely on their own; helps residents practice new behaviors and monitors those behaviors over time; and, targets residents with a minimum level of financial skills and experience.
The success of this position will be measured by the positive outcomes achieved by our residents on all areas of programmatic impact. These services are offered at our rental communities in San Diego County and at select locations throughout California. The Financial Coach is directly supervised by the Associate Director of Financial Well-being.
Essential Duties and Responsibilities:
- Delivers effectively and efficiently Financial Well-being Programs:
- Financial Stability Program. Through our Rental Home Stability Program (RHSP), financial coaches help residents facing financial hardship regain financial stability and prevent eviction.
- Financial Security Program. Through our Financial Fitness Classes, financial coaches help residents gain the knowledge and take action to effectively manage their money and make positive financial choices to gain financial security, including: budgeting, credit building, debt reduction and increase savings.
- Financial Mobility Program. Through our Financial Health Club, financial coaches help residents to not only increase their income, but also build wealth and assets that are critical in advancing economic self-sufficiency and financial mobility, including: long-term savings, buying a house, purchasing a vehicle, starting a business, investing for education, or a retirement plan.
- Provides personalized financial coaching sessions, determines participant’s individualized plan of action relevant to the individual’s situation.
- Analyzes and evaluates resident finances to determine housing affordability
- Makes appropriate referrals for resident as a support system to carry out their action plan.
- Enters data related to coaching participant in the designated data base using organization guidelines and procedures.
- Travels to various CHW rental communities in San Diego County and other locations throughout the State as assigned.
- Fosters coach/participant relationships by providing ongoing support via individual, email, phone, or virtual coaching in order to assist participants in overcoming barriers, providing ongoing referrals or celebrating milestones and successes.
- Offers coaching and classes in English and Spanish as needed.
- Facilitates classes and workshops utilizing adult education and participatory training strategies
- Utilizes educational materials developed by CHW and/or other organizations approved by direct supervisor.
- Responsible for following all intake, program, guidelines, including data entry, collection of fully completed registration forms, funds, materials, and equipment
- Actively participates in outreach activities with other members of the Department Team.
- Works collaboratively with other Financial Coaches to assure effective and efficient coordination of delivery of financial well-being services.
- Works collaboratively with property management to assure achievement of shared project-specific goals.
- Tracks, reports, evaluates, and achieves on-site performance goals and objectives, ensuring that each site performs to standard and meets individualized performance goals.
- Ensures the consistent following of Program procedures, policies, and standards.
- Assures completion of monthly and quarterly summary reports including tracking, reviewing, and analyzing data.
- On-time completion of administrative duties such as time sheets, receipts, data entry, reporting, and other administrative duties as assigned.
- Other duties as assigned.
Knowledge, Skills, and Abilities:
The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Proven ability to effectively and efficiently implement programs and meet goals.
- Strong inter-personal relationship and collaborative style
- Excellent communication skills: verbal and written.
- Bilingual in English and Spanish required.
- Possess expert knowledge of Microsoft Office Suite programs. Database systems and social media a plus, but not required.
Education and Experience:
- Minimum of Bachelor's degree in social science, business, education, economics, psychology, human development, or related fields.
- Must have two or more years of work experience in personalized coaching or counseling
- Experience working with diverse and low-income populations
- Experience working in affordable housing-related environments desirable
- Experience in the following areas: Financial planning, credit, real estate, lending, and financial education
- Experience in the facilitation of adult training/classes or related field
- Demonstrate organizational skills and the ability to handle multiple tasks. Excellent time management skills.
- Ability to work independently with self-direction and in team setting
- Able to work flexible schedule which include: days, evenings and weekends
- Financial Capabilities, HUD Housing Counseling and/or national Industry Standards for Homeownership Education and Counseling preferred.
Other Work-related Requirements:
- Evidence of ability to work legally in the United States.
- Valid driver's license and regular availability of an insured vehicle to travel
- Travel up to 50% within San Diego County and an estimated one-day per month travel outside of San Diego County is required.
About Community HousingWorks:
Community HousingWorks (CHW) is a California non-profit organization that has been building and owning affordable apartments that help people and communities move up in the world for nearly 30 years. We are counted among the top 50 affordable housing developers in the nation, with over 3,300 affordable apartments statewide serving low income working families, seniors, and homeless and disabled residents. Many CHW employees say, “It’s the best place I’ve ever worked”. Your work will grow our resident success, so that CHW onsite programs can provide even more residents with powerful tools for next gen success, financial well-being, health and independence. It all starts with a home.
2815 Camino del Rio South, Suite 350, San Diego, CA 92108
5 months ago