Financial Education Specialist

San Diego

Organization: IRC - International Rescue Committee
Location: San Diego
Grade: Mid level - Mid level
Occupational Groups:
- Banking and Finance
- Education, Learning and Training
Closing Date: Closed

The Financial Education Specialist will support the IRC’s Financial Education Programs through the coordination of Building Reliance, Communities in Action, and other Financial Capability programming activities to clients, leading financial education trainings and workshops, conducting individual assessments to measure Adverse Childhood Experience (ACE) risks and financial capability, case management, debt navigation and credit repair coaching, and providing stabilization support services to help low-income East County residents to achieve and maintain economic self-sufficiency. The Financial Education Specialist will also play an active role in providing access to consumer loans to IRC clients through IRC’s Community Development Financial Institution (CDFI).

Major Responsibilities:

•Assist in the outreach and recruitment of Building Resilience and Communities in Action eligible program participants;

•Screen, assess, and enroll interested participants for program eligibility and participation;

•Conduct individual case management and provide necessary support services or internal referrals to employment, career development, transportation, micro-enterprise of external programs as appropriate;

•Conduct various pre and post assessments to demonstrate the effectiveness if IRC Economic Development programming increases financial capability and decreases risks for ACE;

•Collaborate with other IRC departments to ensure effective integration of financial education and coaching and ACE factors awareness;

•Support financial education training sessions and administer pre- and post-assessments. Assist program participants with effectively accessing mainstream financial services, including open bank accounts, establishing savings, and build credit;

•Support debt navigation coaching sessions with an emphasis and the creation of a debt navigation plan, debt prioritization, debt supports, and debt consolidation;

•Support IRC clients in accessing capital from IRC’s CDFI through the facilitation and submission of auto, education and training, work support, or credit building applications;

•Ensure that information required for program eligibility and reporting purposes is collected and that accurate records are maintained, including case files and client data entry across multiple data bases. Ensure necessary steps are taken to obtain relevant data in a timely fashion; follow-up with all clients at a minimum of every 90 days and record all contacts with case notes;

•Attend regularly scheduled meetings with other IRC staff and volunteers as part of the review, evaluation and program maintenance process;

•Assist in the planning and coordination of classroom activities and special events;

•Other duties as assigned.

Job Requirements

•Undergraduate degree in a related field strongly preferred; or mix of equivalent years of related work experience and education;

•1+ years experience in the non-profit sector strongly preferred;

•Prior experience working with refugee and low-income populations preferred;

•High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling required;

•1-3 years proven experience with client counseling, case management, or coaching required;

•Previous multi-cultural experience and demonstrated ability to communicate well with people of varied backgrounds required;

•Ability to work independently, be a self-starter and maintain responsibility for multiple tasks;

•Excellent organizational skills;

•Strong written and verbal communication skills, including ability to make presentations and provide one-one-one coaching in English and other relevant language(s);

•Fluency in English and an additional language relevant to current refugee or immigrant populations required

Working Environment:

•During pandemic: At home work with reliable internet. Non-pandemic: Standard, professional office environment;

•Regular travel to off-site locations is required;

•Offices hours are scheduled as Monday-Friday, 8:30am-5pm; some evening and weekend events required;

•Access to a reliable vehicle to travel regularly throughout the service delivery area.

IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law

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This vacancy is now closed.
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