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Financial Coach

POSITION TITLE:          Financial Coach  
REPORTS TO:              Program Coordinator                    
POSITION STATUS:    Full-time/ non-exempt  
SER-Jobs for Progress is seeking dynamic individuals to join its growing team. The Financial Coach is expected to build and maintain client bases, keep current client plans up-to-date and recruit new clients on an ongoing basis. Contact clients periodically to determine if there have been changes in their financial status. Devise debt liquidation plans that include payoff priorities and timelines. Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the financial coach.  Provide financial coaching to assist clients to create financial goals that lead to financial stability. You will be responsible to provide financial coaching for all SER programs.
Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships. Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills. Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, access to banking for the unbanked and underbanked, and insurance coverage. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Collect information from students to determine their eligibility for specific financial aid programs.) This position will change as grants are awarded and requirements are needed.
·         Financial coaching: Provide one-on-one coaching for participants in SER-Jobs for Progress’ Financial Opportunity Center. Assist participants with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development. Monitor participant progress toward financial goals. Follow up with participants on referrals to other financial service professionals when applicable. Maintains files and database for all participants including the intake form, credit report, coach’s appointment notes, analysis and corrective action plan.
·         Financial education classes/workshops: Develop and conduct financial education classes. Oversee participant performance at onsite financial education classes.
·         Data collection and evaluation: Collect and verify all required data from participants throughout the program, including Combined Financial Assessment and Financial Profile. Assist in program reports preparation
·         Resource development: Identify and refer participants to other resources and services needed to achieve their financial goal. Identify, cultivate, and maintain relationship with key community partners.
·         General program support: Provide support, as needed, to other core programs including cross-training in other service areas. Assists with special projects as assigned and other tasks deemed necessary to achieve overall goals and to operate a successful program.
·         Policy and Guidelines: Adheres to all guidelines related to confidentiality. Follow regulatory and quality-control requirements. Works to ensure that satisfaction is a priority of the coaching program.
·         Proven troubleshooting abilities with a strong customer service orientation
·         Ability to effectively prioritize and execute task, be organized and manage your time
·         Excellent computer skills/knowledge required, as well as the ability to solve problems and troubleshoot
·         Excellent written and verbal communication skills
·         Self-motivated, self-directed
·         Must be able to handle information in a confidential matter
·         High School Diploma or GED required; Associates degree or Bachelor’s Degree preferred.
·         1-2 years of experience working with financial products and services, personal finance, and/or credit counseling (preferred)
·         Bilingual (Spanish/English) preferred
·         Follow instructions furnished in verbal or written format
·         Travel is required, therefore a valid driver's license and access to a reliable insured motor vehicle is also requirement
·         Ability to pass a drug screening and background check
SER-Jobs for Progress values a diverse, respectful, and collaborative work environment. We establish and maintain trusting relationships with all staff, contractors, funders, partners, and communities. We believe that hard work, a focus on quality, and passion are required to improve the well-being of individuals, families, and communities. SER looks to all staff to contribute to the effective implementation of programmatic activities.
Please submit a resume and thoughtful cover letter, outlining how your skills and experience meet the qualifications of the position and stating how you heard about the opportunity, to [email protected] . Please enter "VACANCY – Financial Coach" in the subject line.  No phone calls please.
SER-Jobs for Progress is an equal opportunity employer and does not discriminate in employment on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, gender identity, marital status, disability and genetic information, age, or other non-merit factor.
SER-Jobs for Progress provides reasonable accommodation to applicants with disabilities where appropriate.  Applicants requiring reasonable accommodation for any part of the application and hiring process should contact Human Resource directly. Determinations on requests for reasonable accommodations are made on a case-by-case basis.
SER-Jobs for Progress is a drug-free workplace and may require drug testing as a condition of employment.
SER-Jobs for Progress practices a 90 day probation.
SER-Jobs for Progress is a Workforce Solutions contractor.  This position is funded by the Houston Galveston Area Council.