Financial Empowerment Coach

Description

Habitat for Humanity is seeking a full-time Financial Empowerment Coach (FEC) for its Department of Family and Community Partnerships, which provides direct services and supports for applicants and Habitat homeowners. The Financial Empowerment Coach provides a variety of direct services for low to moderate-income individuals including conducting financial empowerment workshops, assessing individuals’ and families’ financial capabilities and providing personalized one-on-one financial coaching sessions. Financial coaching involves an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The financial coach is responsible for assisting clients in developing plans of action that are intended to help individuals and their families reach their goals and achieve financial stability.

Job Duties

• Provide one-on-one financial coaching to low-income families and individuals enrolled in
Habitat’s programs
• Employ motivational interviewing techniques and strengths-based approaches to build effective,
long-term relationships with program participants
• Assist clients in resolving current financial situations, while providing a wide lens on their
financial health to shift the approach to proactive financial management
• Work with clients to complete a detailed financial assessment and build a holistic plan of action
that address barriers to financial stability and self-sufficiency
• Work with individuals to document a budget and build a spending/savings plan that supports
their goals and values
• Access credit reports/scores and provide strategies for improving credit
• Provide direct services as well as referrals to community resources
• Understand services and resources offered in the community, such as employment services,
child care supports, housing, counseling, and other critical social services and connect the clients
to these resources
• Outcome tracking—track the stories and successes of program participants
• Use Outcome Tracker, a client management system, to document and report on client outcomes
accurately and in a timely manner
• Conduct financial empowerment and homebuyer education workshops that cover topics such
as: budgeting, savings, banking products, credit building, predatory lending, identity theft and
more
• Develop workshop materials or tailor existing materials to meet the needs of families
• Develop relationships with local financial institutions and community organizations
• Work with mainstream financial institutions to understand the needs of the community so they
can provide products and services that fit
• Create a network of referral organizations to help you assist the client meet his goals (e.g. local
housing counseling agency, legal aid, etc.)
• Work with Homeowner Selection Committee to evaluate applications, conduct home visits,
conduct financial interviews and make recommendations for partnership to the board
• Meet with applicants to assist them with the application process and discuss the Habitat
program
• Monitor sweat equity, credit and income for partner families
• Administer surveys, collect data, enter data and provide information for various grant
applications and reports

Skills Required

*Must be fluent in English/Spanish
• A Bachelor’s degree or equivalent work experience in relevant field
• HUD housing counseling certification preferred, but not required (must take and pass exam
within first 3 months of employment)
• Previous experience working with low-income population and/or the ability to provide services
in a compassionate and culturally sensitive manner
• Experience in social services community, preferably affordable housing, is a plus
• Excellent interpersonal skills
• Excellent communication skills both oral and written
• A strong understanding of personal finances, particularly in the areas of budgeting, asset
building, and credit building
• Ability to manage confidential material
• Ability to develop and maintain effective working relationships with volunteers, colleagues and
Board members
• Ability to adopt flexible, creative approaches to helping low-wealth families achieve financial
stability
• Demonstrated ability to multi‐task, plan, organize, and implement multiple projects and meet
deadlines
• Command knowledge of Word, Excel, PowerPoint, Outlook and other common non‐profit
database software
• Flexibility to work frequent nights and weekends
• Positive, “can do” personality

Work Schedule

M-F typically, but with frequent evenings and weekends

Additional Info

Must submit resume and cover letter to apply. 

Habitat for Humanity is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, basis of disability or any other federal, state or local protected class. Women, minorities and protected individuals such as those covered by Section 3 are encouraged to apply.