Career and Financial NavigatorLogan Heights Community Development Corporation • San Diego, CA, US
Career and Financial Navigator
Logan Heights Community Development Corporation • San Diego, CA, US
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job_description.job_card.job_descriptionProvide one-on-one financial counseling / coaching ; Teach clients about the value of their services and engage the client in a long-term relationship; Assist clients in resolving current financial situations, while providing a wide lens on their financialhealth to shift the approach to proactive financial management; Work with clients to complete a very detailed financial assessment; Work with the client to document a budget and provide strategies for budget improvements; Access the clients credit report / score and provide strategies for credit building; Document the client's 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; Understand other services offered by the agency, such as employment services and income support counseling, and connect the clients to these other services; and The financial coach may conduct workshops as a means of outreach and job readiness workshops to the public. Identify growing employment sectors and potential employers; Develop relationships with employers to understand their business and the job requirements of positions they seek to fill; Work with employers to identify specific skills they are seeking and developing a process for residents to acquire those skills; Maintain contact and dialogue with employers and responding to their concerns; Provide job and career coaching, follow up, and job retention services to CFAC participants; Interface with neighborhood service providers as needed, with an emphasis on developing relationships with organizations that provide job readiness and job training services of benefit to CFAC participants; Advocate for hard-to-employ residents such as the disabled and ex-offenders; Assist with organizing job fairs for neighborhood residents where new job opportunities are presented; Analyze reasons why people are not hired or are fired and fine tuning the recruitment and preparation process, so people remain employed; Analyze the data, process, and results and improving the process as necessary; and Provide one-on-one job assistance with a hands-on approach such as resume writing, mock-interviewing, job search strategies, and networking techniques. Provide one-on one-income supports counseling to program participants; Conduct a general benefits screening; Discuss all benefits for which the client is eligible with that client; Assist the clients through the application process, as needed; Understand other services offered by the agency, such as the employment services and financial coaching, and connect the clients to these other services; Maintain contact with the client and monitor the status of their applications (e.g. lost, approval, denial, re-certifications, etc.); Use a client management system, to document and reflect the outcome of their clients accurately and in a timely manner; Update the Combined Financial Assessment (CFA) for their clients to reflect changes to their budget via income supports (e.g. food stamps) OR alert the financial coach to this change; Conduct workshops as a means of outreach and education; Develop workshop materials in which are relevant to the community, and may include topics such as : SNAP, Medicaid, TANF, and Social Security; Develop relationships with local government offices and community organizations; Cultivate a strong relationship with the local DHS (Dept of Human Services) office and advocate for the client as needed; and Create a network of referral organizations to help you assist the client in obtaining income supports (e.g. local Goodwill voucher program, free dental-work programs, etc.). Present proof of vaccination prior to starting work. Reasonable accommodations will be made upon request; Ability to work outside of the normal working hours such as early mornings, late evenings, and weekends; Ability to work in a fast paced and highly collaborative entrepreneurial environment; Ability to travel to various locations locally throughout San Diego County; Attending conferences or training sessions within San Diego County; Sitting at a desk for sometimes long and continuous periods of time; Answering or making calls on the telephone for sometimes long and continuous periods of time; Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time; Looking at a computer monitor for sometimes long and continuous periods of time; Occasionally standing, walking, reaching, and stooping; Lifting up to 30 lbs.; and Exposure to various noise level. Bachelor's degree in Business, Finance, or related field is preferred. Minimum one (1) year experience planning job fairs, hiring events, literacy workshops, and other coordination of events is required; and Experience in organizing successful events involving multiple constituencies. Must exhibit a high level of confidentiality; Excellent written and oral communication skills; Excellent interpersonal and listening skills; Passionate for building community resilience and a proactive, solutions-oriented approach towards deepening ecological and economic challenges; Strong organizational, time-management, and problem-solving skills and ability to meet tight deadlines; Superior attention to detail and follow-through skills; Ability to model patience, respect, and consistency; Ability to work independently and in a team environment; Strategic and analytical thinker about social, economic, cultural, and political issues affecting a community; and Team player. High proficiency in MS Office, including Word, Excel, Outlook, and PowerPoint; Proficiency in data platforms and SalesForce; and Working knowledge of all standard office equipment.
Job Description
Job Description
POSITION SUMMARY
The position of the Career and Financial Counselor will provide integrated services that focus on employment placement, job retentions, skill improvement, financial coaching and counseling, and access to income supports / public benefits.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Case Management / Technical Assistance (40%)
- Conduct workshops as a means of outreach and children in which classes may be part of a largerjob readiness class offered by the CFAC, or may be occasional workshops to the public
- Develop workshop materials or tailor existing materials to meet the needs of the community inwhich may include topics such as : budgeting, savings, banking products, credit building, identitytheft, and more.
- Develop relationships with local financial institutions and community organizations;
- Work with mainstream financial institutions to understand the needs of the community so theycan provide products and services that fit;
- Create a network of referral organizations to help you assist the client meet their goals (e.g. localhousing counseling agency, legal aid, etc.);
- Track the stories and successes of program participants;
- Use a client management system (CMS), to document and reflect the outcome of clientsaccurately and in a timely manner;
- Complete Combined Financial Assessment (CFA) for financial counseling clients; and
- Work with the entire CFAC team to ensure that any changes to the client's CFA (new job, newbenefit, change in credit score) is properly documented.
Financial Coaching (25%)
/ CFAC Navigator
Career Development (25%)
Income Support (10%)
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
WORK ENVIRONMENT AND PHYSICAL DEMANDS
The physical demands / conditions described below are representative of those that must be met / tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
QUALIFICATIONS
Incumbents must demonstrate the ability to follow policies and procedures as established in the Company's Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, co-workers, and management.
In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and / or abilities required.
EDUCATION
WORK EXPERIENCE
KEY SKILLS SET
EQUIPMENT AND APPLICATIONS
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