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The Community Builders, Inc. · 3 weeks ago

Financial Programs Coordinator

New Haven, CT

Full-time

Onsite

Entry Level

$55K/yr - $55K/yr

1+ years exp

The Community Builders, Inc. (TCB) is a leading nonprofit real estate developer focused on strengthening neighborhoods across the nation. The Financial Programs Coordinator will play a crucial role in assisting residents facing housing instability by providing financial assistance and connecting them to various financial mobility programs. This position involves outreach, enrollment, and support to help residents achieve financial stability and access community resources.

ConstructionProperty ManagementReal Estate

Responsibilities

Use Family-Centered coaching to increase residents’ motivation to participate in financial counseling and coaching programs

Build relationships with residents to better understand their needs and aspirations and connect them with the local resources and opportunities

Work with eligible FSS program residents to enroll, complete resident surveys, COPs, and the individual training and services plans that are associated with the program

Use various forms of marketing and outreach to meet the various financial program enrollments and participation goals

Ability to clearly articulate the various financial programs including aiding residents in accessing and registering for them

Help coordinate meetings, space, events, workshops, trainings, etc. relevant to the financial programs

Weekly enter data into CL Connect to document services provided to residents and outcomes achieved

Attend training and continue education opportunities related to the financial programs and others offered by the Community Life or partners

Qualification

Financial coaching experienceBilingual EnglishBilingual SpanishMS Excel proficiencyProgram outreach experienceCustomer service skillsCultural competencyMarketing material creationData entry skillsDiverse backgroundsYardiCL DynamicsCommunication skillsOrganizational skillsWriting skillsRelationship buildingCollaboration skills

Required

Bilingual (English and Spanish) required

1 year of financial coaching and counseling experience is required

Demonstrated experience in previous engagement, communication, and collaboration with people of diverse socioeconomic and cultural backgrounds

Proficiency with MS Excel, PowerPoint, Word, Publisher, Outlook, and other computer programs

Practiced in program outreach, enrollment, and file management

Experience working with partners and site team members to implement programs and initiatives

Preferred

Associates degree preferred with a focus in social work, human services, public health, community development, or related field, or a combination of education and experience

Knowledge of Yardi, Property Management databases, or CL Dynamics is a plus