Financial Coach

• The average starting salary for this position will fall in the range of $________ and$________ annually. Where candidates fall in this range will be based on skill and experience level.

• Enter initial and supplemental Combined Financial Assessments (CFS(s)) into appropriate system. 
• Conduct budget reviews for clients that change employment status or government benefit, including but not limited to gain or loss of employment or changes in wages. 
• Responsible for preparation of required internal and external reports including analytical reports/audits to governmental agencies and other funding sources. 
• Create and maintain client folders for all CWF clients which include copies of credit reports, validation letters and signed letter of consent. 
• Request and input Transunion Credit Report data and scores for every financial client at least once every 6 months or as needed.  
• Provide financial workshops, internally or externally, as requested.  
• Other duties as assigned.

• Excellent computer skills with demonstrated proficiency of Microsoft Office Suite, web-based data, and case management tracking systems.  
• Client Centered/Mission Driven
• Adaptable
• Goal Oriented/Solution Focused
• Self-Reflective and Receptive to Feedback
• Collaborative
• Positive Demeanor
• Trustworthy/Accountable

QUALIFICATIONS:

• Bachelor’s degree with 2+ years related experience working with individuals or families receiving case management and workforce development services.
• Previous experience with asset building preferred.
• Brief summary of the job, why it exists, and overall objective of the position.

• Driving for work required with a personally owned vehicle.
• Travel Between Sites.

PHYSICAL DEMANDS:

While performing the essential duties of this job, the employee is required to sit and stand for sustained periods of time, frequently talk, hear, use hands and fingers to feel, handle, and operate objects or controls, and occasionally stand, bend, stretch, stoop, kneel and crouch. The employee is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, and viewing a computer terminal.

• Medical Coverage, Dental Coverage, and Vision Coverage.
• Metropolitan Family Services contributions of $2,000 to individual, and $4,000 to family, HSA accounts, pro-rated to your benefits start date.
• FREE General Medicine and Behavioral Health Teladoc services provided to all team members.
• Ascensus 401K plan services with a 4% employer match, vested at 100% on day one of eligibility.

• Some of the above benefits are available for part-time and temporary workers, but not all. Be sure to inquire upon your hire as to which benefits apply to you.