CWF Financial Education Coordinator Family Hub (Financial Literacy-Community Outreach)

I. Position Summary

The Financial Coordinator FH provides direct services to low-to-moderate income individuals who have expressed an interest in achieving a financial goal. This position is responsible for assisting clients in developing plans of action that are intended to help them reach their goals and achieve financial stability. The Financial Coordinator will provide services in a one-on-one training format as well as hold group training sessions and workshops related to budgeting credit building banking products and public benefits. This position will work with the Family Hub staff family workers and senior services staff to ensure that the client is getting assistance across these four major service areas. The Financial Coordinator will also engage in outreach and networking with clients community members business entities local financial institutions and Chicago Commons staff to serve families effectively.

II. Education & Certification Requirements

• 2 years of related field experience with a non-profit or community partnership organization.
• A bachelors degree in finance economics or related field required.

III. Experience & Training Requirements

• Bilingual - fluent in English/Spanish preferred
• A strong understanding of personal finances particularly in the areas of budgeting asset building credit building and public benefits services.
• Knowledge of entrepreneurship programs a plus.
• Effective communication skills both written and oral. Must be comfortable presenting to small and medium-sized groups.
• Must be a self-starter and a team player.
• Have the ability to provide financial coaching and training services in a culturally sensitive manner.
• Proficient in Microsoft Word Excel Salesforce PowerPoint.
• Ability to analyze and communicate data via reports.
• Previous work experience in the financial sector (banking lending insurance investments or nonprofit financial coaching) required.

IV. Desired Outcomes

• Track and provide one-on-one training and coaching to a caseload of 20 parents every 6 months.
• Update service plans budgets credit score repair plans and balance sheets every 3-6 months especially any scholarship redetermination participants and submit reports based on data once each update is completed.
• Track and increase financial literacy of participants attending financial education workshops.
• Respond to all referrals made for financial services to the Family Hub within 48-hours of receipt.
• Deliver financial education workshops during parent meetings at least 4 times a year.

V. Essential Job Requirements & Duties

• Engage Chicago Commons families in one-on-one financial training and education services.
• Collaborate and establish an active working relationship with family workers and senior services staff.
• Identify clients income support needs including the need for public benefit services assist them with their application process or ensure proper network referral.
• Identify families who lose income/employment and provide data tracking to meet compliance requirements.
• Identify families in need of scholarship assistance and provide data tracking to meet compliance requirements.
• Identify and track participants eligible for public benefits through training process and enroll in WIC/SNAP services as they are identified.
• Assist clients in resolving current financial situations while providing a wide lens on their financial health to shift the approach to proactive financial management and planning.
• Complete a financial assessment intake form with all financial coaching clients.
• Assist the client in developing a budget and provide strategies for budget improvements.
• Access the clients credit report/score and provide strategies for credit repair/building.
• Document the clients balance sheet and provide strategies for increasing net worth.
• Develop plans of actions and provide tools resources and accountability to the client to help them meet their goals.
• Conduct or coordinate relevant periodic participant-informed group training sessions or workshops across all Chicago Commons service areas.
• Track programmatic outcomes client stories and successes of program participants.
• Document and enter all client coaching activities and workshop participation in Salesforce (or other established database) in a timely manner.
• Meet or exceed established goals and metrics set by Family Hub team or Department Director by the end of each fiscal year (June 30).
• Conduct and/ or coordinate workshops in partnership with local institutions.
• Develop relationships with local financial institutions and community organizations to create and foster a network of referral organizations to help assist with Chicago Commons clients financial goals.
• Present financial education workshops twice per month.
• Support mutual aid table once a month from April-October 2023.
• Other job duties as assigned.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform. The employee is frequently required to stand walk reach with hands and arms and stoop kneel crouch or crawl. The employee must occasionally lift and/or move up to 20-pounds.

Working Conditions:

(The unavoidable externally imposed conditions under which the work must be performed and which create hardship for the incumbent including the frequency and duration of occurrence of physical demands environmental conditions demands on ones senses and mental demands.) None known

Chicago Commons is an equal opportunity employer. We consider all applicants for employment without regard to race religion color age sex national origin citizenship ancestry marital or parental status sexual orientation including gender identity gender expression military discharge status physical or mental disability or any other status or characteristic protected by addition Chicago Commons provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws (including during the application or hiring process).

To learn more about Chicago Commons benefits package please clickHERE.

Required Experience:

IC