Financial Empowerment Coordinator

Job Title: Financial Empowerment Coordinator

FLSA Classification: Hourly/Non-Exempt

Position Status: Full Time

Department: Financial Empowerment

Work Location: In person Elkhart on Main Street

Supervisory Responsibilities: No

Reports To: Financial Empowerment Manager

Benefits:

• 9 paid holidays
• Medical Vision Dental
• Vacation & Sick Time
• Health Savings Account*
• Life Insurance (paid for by Lacasa)
• 403(b) retirement** (plus match opportunities)
• EAP- Employee Assistance Program

JOB PURPOSE

The Financial Empowerment Coordinator is a key contributor to the success of Lacasas Financial Empowerment Center ensuring that clients experience a smooth and supportive journey from initial contact through program participation. This position is responsible for coordinating client intake maintaining accurate documentation and supporting service delivery across a range of financial empowerment programsincluding housing counseling financial coaching financial empowerment education auto lending and Individual Development Accounts (IDAs). Acting as a bridge between clients and certified counselors the Financial Empowerment Coordinator helps eliminate barriers improve access and uphold the high-quality standards of HUD-compliant services.

Guided by Lacasas core valuesRespect Human Dignity Work Together Pursue Excellence and Build to Lastthe Financial Empowerment Coordinator plays a foundational role in helping individuals and families gain access to important financial capabilities programs.

ESSENTIAL JOB DUTIES

Service Delivery

• Manage the intake process for Financial Empowerment Center (FEC) programs including distributing receiving and reviewing inquiries and applications.
• Verify client eligibility before scheduling appointments with Housing Counselors and Financial Coaches.
• Refer ineligible cases to other departments or agencies better suited to meet the clients needs.
• Support the administration and delivery of additional financial empowerment programs as assigned.
• Assist with document translation and provide interpretation during client appointments to ensure effective communication.
• Help coordinate and facilitate group education workshops under the Master It Series (topics include homeownership money management credit building and debt management) and collaborate with the team on updates and revisions.

Record Keeping

• Maintain timely and accurate documentation of all client activity in the designated Client Management Systems (CMS) in accordance with HUD funders and internal guidelines.
• Enter all client activity data promptly and accurately into the appropriate Client Management Systems.

Cross-Functional Collaboration

• Work effectively with departments such as Finance Real Estate Development and Community Building & Engagement to support grant-funded initiatives.

Other Expectations

• Participate in professional development and training opportunities as requested by supervisor.
• Attend Lacasas annual meeting and monthly all-staff meetings.

QUALIFICATIONS

Education

Associate degree in education business finance or related field preferred. A combination of work experience that has provided the necessary knowledge and skills to fulfill the requirements of this position may be considered.

Experience

• Ability to handle sensitive and confidential data with integrity.
• Excellent clerical and computer skills: proficient or advanced skills in Microsoft Suite and Zoom.
• Experience and record of success with data management.
• Records management principles and practices and research methods and techniques.
• Basic budget and math skills.
• Bilingual (English/Spanish) preferred.

Performance Factors

• Maintain impartiality and objectivity in all client interactions empowering clients to make informed unbiased decisions.
• Demonstrate excellent verbal and written communication skills; able to communicate complex ideas simply and succinctly.
• Exhibit a problem-solving attitude and a focus on solutions.
• Maintain working knowledge of all Lacasas services.
• Build positive relationships with individuals from diverse backgrounds and education levels.
• Maintain punctuality and flexibility with scheduling.
• Produce high-quality timely detail-oriented work.
• Represent Lacasa positively in all interactions with staff clients and the public.
• Maintains professionalism and flexibility in fast-paced changing environments. Responds constructively to feedback shifting timelines or unexpected challenges.

WORKING CONDITIONS & PHYSICAL REQUIREMENTS

• Full-time 40 hours/week (MF) with scheduled evening or weekend hours for Master It classes or other assigned events.
• Work is office-based.
• May require travel between Goshen and Elkhart with occasional travel for training; valid drivers license and reliable transportation required (mileage reimbursement provided).
• Duties include periods of sitting standing walking climbing stairs and occasionally lifting or moving items up to 10 pounds.
• May occasionally set up and break down tables chairs and display materials for community activities and classes.
• Frequent computer use required.
• Tolerates moderate office noise typical of a workspace with multiple offices and staff.
• Work is fast-paced and involves prioritizing multiple competing deadlines and needs while maintaining a high level of accuracy and empathy.

DISCLAIMER: Specific duties and responsibilities may vary depending on program needs without changing the nature of the scope of this position or level of responsibility and they may change with or without notice. The omission of specific statements of duties does not exclude them from the position if the work is similar related or a logical assignment to the position.

Lacasa is an Equal Opportunity Employer and does not discriminate on the basis of race color religion sex national origin age disability genetic information veteran status or any other legally protected characteristic. We are committed to creating an inclusive environment for all employees.

If you require a reasonable accommodation during any part of the application or hiring process please contact us at Requests for accommodation will be considered on a case-by-case basis in accordance with the Americans with Disabilities Act (ADA) and applicable local state and federal laws.

*Employees selecting Health Insurance are eligible for an HSA funded by Lacasa. What we contribute on your behalf depends on the type of health coverage you select.

**At the completion of initial 90-day period Lacasa contributes 3% of your salary towards your 403b. In addition beginning with the second year of employment Lacasa will match voluntary contributions of regular full-time employees.