Financial Coach and Training Specialist
Silver Spring (United States of America)
Scope of Work:
The financial coach and training specialist is a key member of the economic empowerment team, providing financial counseling to engage and motivate clients towards economic self-sufficiency. This person will have a strong understanding of personal finances and credit, and the ability to teach that knowledge to others. The financial coach and training specialist is responsible for assisting clients in developing budgets and financial plans, administering consumer loans products, and providing instruction for various financial training sessions to help them reach their goals and achieve financial stability.
This is a limited-term, part-time position funded from approximately April 12, 2021 through November 30, 2021.
Responsibilities may include, but are not limited to:
Financial Coaching(approximately 50%)
·Provide individual financial counseling to clients using tools such as detailed financial assessments and budgets to provide strategies for saving and credit building.
·Promote client financial accountability and resiliency to help clients meet their goals in collaboration with the economic empowerment and case management teams.
·Administer consumer loan program and ensure all applications have been compiled and submitted in an accurate, timely manner.
·Record outcomes in ETO database and satisfy related reporting requirements in alignment with funder objectives. Capture client success stories.
Financial Training and Workshop Coordination(approximately 50%)
·Coordinate and develop financial literacy trainings for new and returning clients to meet their financial needs at different points during the resettlement process
·In collaboration with colleagues, coordinate additional training or outreach opportunities and workshops. Assess current curriculum and modify as needed.
·Teach individual and group financial literacy trainings.