Program Coordinator - Ida And Financial Coaching

Metropolitan Family Service | Portland, OR

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Posted Date 4/03/2022
Description

Level: Experienced

Job Location: MFS STARK STREET - Portland, OR

Position Type: Full Time

Education Level: 4 Year Degree

Salary Range: $45,000.00 Salary/year

Travel Percentage: Up to 25%

Job Shift: Day

Job Category: Nonprofit - Social Services

Description

Metropolitan Family Service

Position Description

Position Title:            Individual Development Account (IDA) and Financial Coaching Coordinator

Location:                    Stark Street Office

Reports To:                Program Manager

Dept/Program:          Economic Empowerment       FTE:     1.00 (40 hours/week)                                                                                               

Status:                        Exempt

Created:                      April 2022                   Job Number: PCIDA0405

MFS requires all employees to have completed a full dose vaccine for COVID-19. Proof of vaccine status will be required before an employee may begin work. Questions regarding this policy should be directed to the MFS Human Resources Department.

General Description:

Metropolitan Family Service position descriptions are guidelines. They are not intended to identify every task that an employee will be asked to complete. They are intended as a general outline of the essential work responsibilities and qualifications of the position.

Values:

  • We use creative and proactive problem solving to build and sustain dynamic community-based programs and quality services
  • We believe in the potential of families and individuals at all life stages and focus on prevention, wellness, and independence
  • We build strong relationships by collaborating with our funders, partners, and highly trained volunteers, always striving for an extensive commitment to diversity

General Function: 

Under the general supervision of the Program Manager, the IDA and Financial Coaching Coordinator is responsible for the operation of the Individual Development Account (IDA) Program and some select financial coaching services. Primary functions include coordination, facilitation and implementation of the IDA Program at MFS and providing financial coaching to IDA clients and other clients with a focus on credit building.

CORE VALUES

Equity & Social Justice

  • Values working in a multi-cultural, diverse environment
  • Values and supports inclusion and program access for clients
  • Supports agency goals for reducing disparity in outcomes for communities of color
  • Adopts anti-racism approaches to services by understanding and acknowledging systemic and individual racism and privilege

Collaboration and Teamwork

  • Ability to collaborate and communicate effectively with a broad range of individuals and groups within all program areas of MFS as well as other agencies
  • Values the inclusion of multiple voices, including clients/service users, in the design and implementation of programs and services
  • Participate in Economic Empowerment Team meetings and collaborate on a day to day basis to ensure high quality referral systems and effective communication processes are developed and maintained

Essential Duties and Responsibilities:

Oversee all aspects of the IDA program including

  • Outreach of the program to MFS clients and community members
  • Administer and process program applications and support savers with program enrollment process
  • Check-in with program participants regularly and support their work in reaching financial goals
  • Temporary supervision (6 months) of a Program Assistant working on IDA administrative tasks
  • Provide leadership to Economic Empowerment staff who also administer IDAs to their clients
  • Offer financial education workshops to program participants
  • Offer culturally responsive ongoing financial coaching to program participants
  • Monitor IDA portfolio to ensure savers success
  • Update and maintain program policy and procedure documents to ensure program process efficiency

Provide credit building coaching to clients:

  • Market, recruit and process referrals into financial coaching services for small business owners from the Inclusive Business Resource Network and Oregon Native American Chamber
  • Provide clients with coaching to improve financial behavior for long term financial health with an emphasis on building credit

Other duties:

  • Connect clients to safe and reliable financial products, including MFS’s tax preparation services
  • Enter needed information in to data reporting systems and provide reports to Program Manager as needed
  • Attend supervision meetings with Program Manager
  • Participate in team meetings and collaborate on a day to day basis to ensure referral systems and communication processes are effective
  • Other duties as assigned by Program Manager
  • Possesses excellent time management and organizational skills


 

Qualifications


Knowledge, Skills and Abilities Required:

  • Experience with trauma informed approaches to client interactions
  • Enthusiasm for helping families access tools to achieve financial goals
  • Demonstrated knowledge and experience with low-and middle-income families dealing with financial barriers
  • Ability to communicate effectively with a broad range of individuals and groups
  • Ability to effectively manage and disseminate confidential and sensitive information
  • Demonstrates knowledge and competency to operate a personal computer
  • Knowledge and experience with Microsoft Office Suite and database programs
  • Possesses strong verbal and written communication skills
  • Ability to manage multiple projects simultaneously
  • Possesses excellent time management and organizational skills
  • Ability to effectively manage and maintain confidential and sensitive information
  • Ability to recognize and manage critical incidents with clients and adhere to agency reporting standards
  • Ability and commitment to continuous quality improvements and innovation
  • Ability to work independently with minimal supervision

Education and Experience Requirements:

  • Minimum of a BA/BS in related field or equivalent related experience
  • Training, education and/or experience in financial management or IDA’s
  • Fluency (read, write and speak) and ability to communicate effectively in Spanish is required
  • Minimum of two years of experience in program coordination

Other Requirements:

Personal transportation allowing for travel within the Portland Metropolitan area in a timely manner.  If driving a personal vehicle must maintain a valid driver license for the state of residency, personal auto liability insurance coverage and a driving record permitting coverage under the agency auto liability policy.

MFS requires all employees and volunteers to complete a criminal background check.  We review the results of all background checks individually and consider all of the circumstances of any issues that arise in a background check during the hiring process.

Work Environment:

Work is normally performed in an office environment and/or at other locations as deemed necessary.  May require occasional early morning, weekend or evening work.  Position requires ability to sit for extended periods as well as stand occasionally.  Position requires use of computer, telephone, fax machine, copier and may require accessing locations by use of stairs.

Metropolitan Family Service is committed to building a diverse workforce to broaden and deepen our work in the communities we serve. We strongly urge candidates from communities of color, disability, LGBTQIA2S+ linguistically diverse populations, older adults and military veterans to consider application to our positions. MFS is an Equal Opportunity Employer.

Metropolitan Family Service

Position Description

Position Title:            Individual Development Account (IDA) and Financial Coaching Coordinator

Location:                    Stark Street Office

Reports To:                Program Manager

Dept/Program:          Economic Empowerment       FTE:     1.00 (40 hours/week)                                                                                               

Status:                        Exempt

Created:                      April 2022                   Job Number: PCIDA0405

MFS requires all employees to have completed a full dose vaccine for COVID-19. Proof of vaccine status will be required before an employee may begin work. Questions regarding this policy should be directed to the MFS Human Resources Department.

General Description:

Metropolitan Family Service position descriptions are guidelines. They are not intended to identify every task that an employee will be asked to complete. They are intended as a general outline of the essential work responsibilities and qualifications of the position.

Values:

  • We use creative and proactive problem solving to build and sustain dynamic community-based programs and quality services
  • We believe in the potential of families and individuals at all life stages and focus on prevention, wellness, and independence
  • We build strong relationships by collaborating with our funders, partners, and highly trained volunteers, always striving for an extensive commitment to diversity

General Function: 

Under the general supervision of the Program Manager, the IDA and Financial Coaching Coordinator is responsible for the operation of the Individual Development Account (IDA) Program and some select financial coaching services. Primary functions include coordination, facilitation and implementation of the IDA Program at MFS and providing financial coaching to IDA clients and other clients with a focus on credit building.

CORE VALUES

Equity & Social Justice

  • Values working in a multi-cultural, diverse environment
  • Values and supports inclusion and program access for clients
  • Supports agency goals for reducing disparity in outcomes for communities of color
  • Adopts anti-racism approaches to services by understanding and acknowledging systemic and individual racism and privilege

Collaboration and Teamwork

  • Ability to collaborate and communicate effectively with a broad range of individuals and groups within all program areas of MFS as well as other agencies
  • Values the inclusion of multiple voices, including clients/service users, in the design and implementation of programs and services
  • Participate in Economic Empowerment Team meetings and collaborate on a day to day basis to ensure high quality referral systems and effective communication processes are developed and maintained

Essential Duties and Responsibilities:

Oversee all aspects of the IDA program including

  • Outreach of the program to MFS clients and community members
  • Administer and process program applications and support savers with program enrollment process
  • Check-in with program participants regularly and support their work in reaching financial goals
  • Temporary supervision (6 months) of a Program Assistant working on IDA administrative tasks
  • Provide leadership to Economic Empowerment staff who also administer IDAs to their clients
  • Offer financial education workshops to program participants
  • Offer culturally responsive ongoing financial coaching to program participants
  • Monitor IDA portfolio to ensure savers success
  • Update and maintain program policy and procedure documents to ensure program process efficiency

Provide credit building coaching to clients:

  • Market, recruit and process referrals into financial coaching services for small business owners from the Inclusive Business Resource Network and Oregon Native American Chamber
  • Provide clients with coaching to improve financial behavior for long term financial health with an emphasis on building credit

Other duties:

  • Connect clients to safe and reliable financial products, including MFS’s tax preparation services
  • Enter needed information in to data reporting systems and provide reports to Program Manager as needed
  • Attend supervision meetings with Program Manager
  • Participate in team meetings and collaborate on a day to day basis to ensure referral systems and communication processes are effective
  • Other duties as assigned by Program Manager
  • Possesses excellent time management and organizational skills


 

Knowledge, Skills and Abilities Required:

  • Experience with trauma informed approaches to client interactions
  • Enthusiasm for helping families access tools to achieve financial goals
  • Demonstrated knowledge and experience with low-and middle-income families dealing with financial barriers
  • Ability to communicate effectively with a broad range of individuals and groups
  • Ability to effectively manage and disseminate confidential and sensitive information
  • Demonstrates knowledge and competency to operate a personal computer
  • Knowledge and experience with Microsoft Office Suite and database programs
  • Possesses strong verbal and written communication skills
  • Ability to manage multiple projects simultaneously
  • Possesses excellent time management and organizational skills
  • Ability to effectively manage and maintain confidential and sensitive information
  • Ability to recognize and manage critical incidents with clients and adhere to agency reporting standards
  • Ability and commitment to continuous quality improvements and innovation
  • Ability to work independently with minimal supervision

Education and Experience Requirements:

  • Minimum of a BA/BS in related field or equivalent related experience
  • Training, education and/or experience in financial management or IDA’s
  • Fluency (read, write and speak) and ability to communicate effectively in Spanish is required
  • Minimum of two years of experience in program coordination

Other Requirements:

Personal transportation allowing for travel within the Portland Metropolitan area in a timely manner.  If driving a personal vehicle must maintain a valid driver license for the state of residency, personal auto liability insurance coverage and a driving record permitting coverage under the agency auto liability policy.

MFS requires all employees and volunteers to complete a criminal background check.  We review the results of all background checks individually and consider all of the circumstances of any issues that arise in a background check during the hiring process.

Work Environment:

Work is normally performed in an office environment and/or at other locations as deemed necessary.  May require occasional early morning, weekend or evening work.  Position requires ability to sit for extended periods as well as stand occasionally.  Position requires use of computer, telephone, fax machine, copier and may require accessing locations by use of stairs.

Metropolitan Family Service is committed to building a diverse workforce to broaden and deepen our work in the communities we serve. We strongly urge candidates from communities of color, disability, LGBTQIA2S+ linguistically diverse populations, older adults and military veterans to consider application to our positions. MFS is an Equal Opportunity Employer.

Listing Type
Jobs
Categories
Nonprofit | Social Services
Position Type
Full Time
Experience Level
Mid Level
Employer Type
Direct Employer
Salary
$45,000.00 Salary/year
Salary Type
/yr.

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