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Financial Empowerment Coach

Posted on Sep 24, 2019 by Benjamin Rose Institute on Aging

Cleveland, OH 44101
Accountancy
Immediate Start
$38k - $45k Annual
Full-Time

Benjamin Rose Institute on Aging (BRIA) is a Cleveland-based nonprofit whose mission is to advance support for older adults and caregivers is currently seeking a full time Financial Empowerment Coach for ESOP, a subsidiary of BRIA, which proudly serves adults in all stages of life to achieve and maintain financial wellness and housing stability through HUD-approved housing and financial counseling and education, as well as benefits enrollment assistance. (Empowering and Strengthening Ohio's People).

Under the direction and in partnership with ESOP's Director of Financial Counseling, the Financial Empowerment Coach conducts Financial Capabilities Workshops, assesses individuals' and families' financial capabilities and provides coaching and counseling for a variety of programs designed to develop economic empowerment and community stabilization.

Summary of Essential Job Functions:

  • Training: Presents and conducts ESOP's Financial Capabilities Workshops, including the Senior Financial Education Workshop (SFEW) series

  • Financial Capability Coaching: Counsels and coaches individuals and families to help them understand and improve credit, establish a budget, reduce debt and create an action plan that will help achieve, maintain and improve economic stability

  • Benefits and Entitlement Assessment: Assesses, evaluates and recommends low-to-moderate income individuals and families to qualified benefits and entitlement programs to help ensure economic stability and basic needs

  • Outreach: Speaks and presents at community outreach events, seminars, and meetings to promote ESOP programs and services

  • Provides regular and timely updates to clients on program requirements and goal progress

  • Assists the Director of Financial Counseling on special projects, data reporting and process and program implementation

  • Foreclosure Prevention Counseling (occasional and as qualified): Mediates workout options between homeowners and the servicer or lender of the mortgage to help homeowners keep their homes

  • Pre-Purchase Counseling (occasional and as qualified): Works in partnership with the Director of Housing Counseling to provide one-on-one counseling to help potential homebuyers meet the requirements necessary for stable and sustainable homeownership

  • Maintains all necessary certifications and program training requirements as required by HUD and/or ESOP

  • Performs other duties as assigned by the Director of Financial Counseling

Minimum Requirements

    • A minimum requirement of three years related case-management experience in financial planning, coaching or counseling

    • Proficiency with Microsoft Office (Word, Excel, Powerpoint)

    • Education or experience in Personal Finance with an emphasis on household budgeting

    • Public speaking required

    • Excellent attention to detail, personal organization, and time management

    • Bachelor's degree preferred; high school diploma and relevant work experience are required

    • HUD Counselor Certification preferred; must certify with HUD within 18 months of employment

    • Background check and drug test required.

    Abilities Required

    • Effective communication skills, both orally and in writing with people from all socioeconomic backgrounds

    • Must excel at working independently, and as part of a larger, coordinated team effort

    • Must have outstanding customer service skills, patience, follow-up and follow through

    • Ability to sit/stand for up to two hours at a time

    • Occasionally lift and/or move up to 25 pounds

    Equal Opportunity Employer. Interested candidates may express interest by submitting resumes to:

    Human Resources Administrator

    BENJAMIN ROSE INSTITUTE ON AGING

    E-mail: (see below)

    Reference: 761339274

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