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Congreso de Latinos Unidos · 5 months ago

Financial Coach

Philadelphia, PA, US

Full-time

Hybrid

Entry, Mid Level

$39K/yr - $46K/yr

2+ years exp

Congreso de Latinos Unidos is dedicated to improving the financial health of its participants. The Financial Coach is responsible for guiding clients in achieving financial stability by providing assessments, creating financial plans, and offering ongoing support to help them reach their financial goals.

CommunitiesHealth CareNon ProfitWellness

Responsibilities

Represents Congreso’s mission, values, and commitment to diversity, equity, inclusion, and belonging and will be an ambassador of our work

Maintains a mixed caseload of homeownership, tenant, homelessness diversion, and mortgage default and delinquency of clients that can benefit from Financial Capability Coaching

Provides financial coaching services in accordance with the National Industry Standard of Financial Capability and HUD guidelines

Conducts initial client intake, including a financial assessment, financial plan, and service plan

Retrieves and reviews client credit reports

Provides on-going client follow-up to track goal progress and provides additional guidance and resources

Provides updates to the program leadership on client caseload, including progress towards goals, financial risks, and achievements

Refers clients to internal programs and external service agencies, community organizations, as appropriate, to link clients to existing resources

Ensures prompt communication with internal program staff, to provide updates on client status and goals and promote collaboration for holistic, wrap-around services

Records each service and contact with clients into the funder’s client management system and Congreso’s internal database, according to program standards

Maintains accurate and up-to-date client files

Participates with program leadership, in preparing reports or proposals to funders and developing and/or refining data collection systems

Collaborates with other programs at Congreso to cross-enroll clients into multiple services and create a pathway for clients to achieve economic stability and self-sufficiency

Participates in all PCM specific trainings, quality circles, and other forums, and applies the tools and approaches outlined in the PCM framework within all service delivery

Qualification

Financial CoachingHousing CounselingPersonal FinanceNational Certification in Financial CapabilityHUD Housing Counseling CertificationBilingual (Spanish/English)Data CollectionClient AssessmentCommunication SkillsTeam Collaboration

Required

High school diploma or GED/HISET required

2-3 years' experience direct experience with financial coaching, housing counseling, or related field, required

Demonstrated experience in personal finance, specifically related to visioning/goal setting, maximizing income, spending, saving, borrowing and protecting, financial products and services, credit, investing and insurance, required

Must become Nationally Certified in Financial Capability, Homeownership and Foreclosure to meet the National Industry Standards within 12 months of hire

Must pass the HUD Housing Counseling Certification Exam within 18 months of hire

Bilingual (Spanish/English) written and verbal skills required