The financial empowerment coordinator provides direct services to low to moderate-income individuals who are receiving services at the Mexican Consulate. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The financial empowerment coordinator is responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability. The financial empowerment coordinator is expected to focus services in a one on one counseling format. Additional responsibilities may also include conducting classes and workshops on topics such as budgeting, credit building, and banking products.
- Facilitate one-on-one and group financial coaching sessions.
- Facilitate brief but topic focused presentations of 5 minutes or less in waiting areas of the consulate regarding current and relevant topics.
- Create, build and maintain partnerships with other community based organizations.
- Assist with tax preparation services during tax season after passing an IRS certification exam (training provided); promote the Earned Income Tax Credit and Child Care Tax Credit to area residents.
- Coordinate volunteer recruitment for the Volunteer Income Tax Assistance (VITA) program to attract volunteers to support YPI’s free tax preparation program by preparing taxes for community residents.
- Complete client required paperwork to enroll in the Ventanilla program (YPI enrollment and consent form, Ventanilla Financiera application form and preparation of client budget).
- Support clients with requesting credit report.
- Support with Families Save account data entry onto VistaShare for Ventanilla site.
- Promote, enroll and assist clients with the Lending Circles program.
- A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
- High school diploma required
- A bachelor’s degree from a four year accredited institution preferred but not required
- Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
- Strong communication skills, both written and oral
- Proficient in Microsoft Word, Excel, and PowerPoint
- Desire and ability to work with a diverse group of people, particularly those living in low-income distressed neighborhoods
- Ability to work independently and in a team environment
- Ability to work a flexible schedule (some night and weekends may be required)
- Experience with non-profits and working directly with community members
- High attention to detail
- Bilingual English/Spanish
- Must have access to reliable transportation. If applicable, will be required to provide proof of current California driver license, acceptable driving record (current DMV H6 printout), and current liability auto insurance.