Financial Coach

*Legal Name of Agency: *Central City Neighborhood Partners *Position Title: *Financial Coach *Name and Title of the person (position) to which this Position reports:* FamilySource Director *Hours and Benefits:* Full time position, $24hr , 40 hours per week, Benefits include medical and dental insurance, vacation, holiday, and sick pay *ORGANIZATIONAL/PROGRAM BACKGROUND* Central City Neighborhood Partners (CCNP) was established in 1994 and incorporated as a formal non-profit collaborative in 2000 to address the socio-economic conditions impacting low-income families living in the City of Los Angeles, with a focus on Westlake and surrounding communities, and expanding to Koreatown in 2024.
With the mission of catalyzing partnerships to systemically address the multiple challenges facing low-income families, CCNP works with its partners to help families create pathways to financial security and economic opportunity through our FamilySource Center (FSC) programs, financial asset building programs and other signature programs.
*Position Summary:* The Financial Coach will engage and assist a caseload of 150 individuals to provide financial education classes and individual financial coaching for FamilySource program.
As a way to improve their money management skills and increase their income.
Engages in individual meetings focus on helping participants and move them out of poverty by financially empowering individuals through asset building, improve their credit, decrease their debt, increase savings, improve money management, and avoid predatory financial services.
*Financial Coach* will perform a broad range of duties spanning the full financial coaching cycle, including, but not limited to providing expert counsel, support and/or monitoring of the following: Conduct intake, multi-benefit screenings and comprehensive assessments of families’ needs, including a financial health assessment of the families’ banking, credit, debt and savings as well as educational and psychosocial assessments through LAUSD Pupil Service Attendance Counselors; Develop mutually agreed upon goals and dreams with the customers; Build the participants’ knowledge, skills and access to products and services around five pillars of financial security: 1) assets- assist families in building assets by working with them to create and implement plans for consistent savings, 2) banking – connect families to low-cost mainstream banking services, 3) credit – assist families in boosting credit scores by addressing negative information on credit reports and helping them build a solid credit history, 4) debt – assist families in reducing their debt through budgeting and financial planning; and 5) taxes – assist families with free tax preparation services to ensure families receive local and federal tax credits as well as encouraging them to save a portion of their refund for long-term goals.
Provide and coordinate financial education workshops, which includes: outreach/recruit, preparation, speaker/partner coordination, coordination with sites, room set-up, class facilitation, program evaluation, and follow up with participants; Works with the team to continuously improve curriculum design and delivery utilizing participants’ feedback, self-evaluation, and by staying current on best- and promising-practices in the field; Provides individual financial coaching to class participants to help participants meet their individual financial goals; Meet regularly with families to assist them in obtaining needed services/benefits to achieve service plan goals.
Provide supportive counseling to strengthen the families’ ability to achieve goals, as well as, track and monitor progress and participation in services/activities; Develop and maintain customer files, including case notes and supporting documentation for all case management meetings, referrals, services and support services provided; utilize the program’s web-based system to document enrollment, services and outcomes; and prepare monthly programmatic outcome reports; Collect and compile customer data for program assessment and evaluation purposes and incorporate customer success stories and anecdotes into program reports; may include preparing and entering data into various data tracking systems, and pulling/reviewing pre-set reports as needed by funder or for program evaluation purposes; Network and maintain relationships with CCNP program staff, financial institutions and other social service providers to exchange referrals; Maintain and document financial coaching activities in accordance with agency and funder guidelines and procedures.
Collect data and participate in evaluation and quality assurance activities; Track participant activity, progress and outcomes through BitFocus; Conduct community presentations and assist with trainings and meetings; Prepare and submit program reports to supervisor on a monthly basis; Attend and actively participate in team meetings, in-service trainings, staff development meetings, and all required CCNP’s meetings and trainings; Contribute in the the FamilySource performance excellence initiative; Participate in the planning and coordination of yearly events for families, including Wellness Conferences, Community Events, Youth Leadership Programming; and Additional tasks, projects and responsibilities as assigned by supervisor and executive leadership.
*QUALIFICATIONS AND EXPERIENCE REQUIREMENTS* Knowledge and experience with educational and asset building programs and available resources; Empathetic listener and non-judgmental interviewing skills; Creative problem solver and ability to take initiative; Excellent work ethic and ability to work under pressure, address multiple priorities and meet deadlines; Excellent organizational and administrative skills with the ability to complete high quality and timely documentation; Excellent interpersonal communication and writing skills; Culturally competent in working with the public and individuals with various cultural and economic backgrounds and abilities; Friendly, dependable and flexible team player with the ability to use tact and diplomacy in communication and adapt to changes in a busy work environment; and Must be able to work a flexible schedule.
The ability to read, write and speak in English is required, and the ability to speak Spanish and/or Korean is preferred, given that many of the targeted families are monolingual in Spanish and/or Korean.
Cultural sensitivity is required.
Operational knowledge of the Internet and web-related technologies; Microsoft Office (Word, Excel and PowerPoint); Windows Operating System.
Ability to manage databases and reporting systems in order to produce a variety of written reports *EDUCATION AND CERTIFICATION REQUIREMENTS* * Bachelor's degree from an accredited college or university.
* Financial Coaching Certificate highly preferred *Other Requirements* * Successfully pass all post offer, pre-employment screening requirements, including criminal background check, and provide proof of eligibility to work in the United States.
* TB Certificate * Full COVID-19 Vaccination * Must have reliable transportation and State required automobile insurance coverage and valid Class C California driver’s license (mileage to be reimbursed) * Must be available to work until 8 p.
m.
at least once per week; weekends and evenings as needed * Required and should get tested for COVID-19 every two weeks.
*COVID-19 Vaccine required for all employees * Central City Neighborhood Partners has implemented a mandatory vaccination policy effective October 1, 2021 requiring COVID-19 vaccinations for all employees (with approved religious and medical accommodations).
At present, an individual is deemed “fully vaccinated” when that person has received, at least 14 days prior, either the second dose in a two-dose COVID-19 vaccine series (e.
g.
Pfizer or Moderna) or a single-dose COVID-19 vaccine (e.
g.
Johnson & Johnson).
As a condition of employment, employees must submit official COVID-19 vaccine documentation.
*Physical Requirements* To perform this job the individual must be able to carry out all essential functions satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job.
Approximately 50% of time is spent sitting, while frequently required to walk, stand and bend.
Must be able to speak and hear well.
Good vision is imperative.
Occasionally required to stoop, kneel, crouch or crawl.
Employee will be required to lift and/or move up to 25 pounds without assistance *Expectations for All Central City Neighborhood Partners Staff* Candidates for employment at a CCNP, regardless of position, will consistently demonstrate the following: Unwavering belief in and commitment to fulfill the mission of Central City Neighborhood Partners.
Deep commitment to the success of all families and Youth Commitment to excellence and high standards -- for self, families, and colleagues.
Continuous learning by engaging in reflection, self-assessment, and individual professional development.
Use of data to inform decisions and drive continuous improvement.
Ability to thrive as a member of a collaborative team.
Self-motivation and initiative with solutions-oriented disposition.
Belief in and ability to develop respectful relationships with the families we serve marked by sensitivity to the families cultural and socioeconomic characteristics.
Excellent oral and written communication skills.
Ability to effectively handle challenging situations Comfort with basic Microsoft Office applications and a curiosity and propensity to push own adoption of new technology and approaches.
Regular, punctual attendance and professional appearance.
*Central City Neighborhood Partners (CCNP) is an Equal Employment Opportunity Employer* It is the established policy of Central City Neighborhood Partners (CCNP) o provide equal employment and advancement opportunities to all qualified applicants and employees without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breastfeeding), age, national origin (including possessing a driver’s license issued under Vehicle Code § 12801.
9), ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law.
CCNP also prohibits discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.
Job Type: Full-time Pay: $18.
00 - $22.
00 per hour Expected hours: 40 per week Benefits: * 401(k) * Dental insurance * Employee discount * Health insurance * Life insurance * Retirement plan * Vision insurance Schedule: * Monday to Friday Education: * Bachelor's (Preferred) Language: * Spanish (Preferred) * Korean (Preferred) Work Location: In person