Budget & Housing Coach

Financial Management Services Budget Housing Coach

Purpose:

To strengthen NMCAA communities by empowering people to improve the quality of their lives through client advocacy, casework and education, and Financial Management Services public relations.

Essential functions:

Customer Advocacy and Casework

• Evaluate customer need for Financial Management Services (FMS) program by phone, walk-in, or appointment.
• Conduct pre-screening and application processing for Financial Management Services program.
• Maintain an understanding of all programming to provide a referral. Provide customer with extensive case-management assistance, maintenance of customer files in database complete with case notes as appropriate in one or more of the following areas in partnership with other Budget/Housing Counselor:
• Case management Budget Counseling
• Homeownership (first-time homebuyer)

• HUD Comprehensive Housing Counseling Program
• MSHDA Homeownership Counseling Program

• Family Self-Sufficiency (FSS)
• Individual Development Account (IDA)
• Foreclosure Prevention Counseling
• Support to homeless prevention case management
• Populate/maintain client billing databases and tracking.

Financial Management Services Public Relations

• Responsible for promoting good public relations in the community through public speaking to inform the general public of NMCAA services.
• Present at outreach activities in the community; for example, Saturday Specials and Project Connect, program presentations, booths at fairs or expos, and educational sessions.
• Utilize media (newspaper, radio, TV) and distribute/publish PR materials as needed for promotion of Financial Management Services Programs and Workshops.
• Maintain regular contact with customer groups and/or groups representing customer needs assessment and feedback on Financial Management Services Programs.

Customer Education

• Teach courses in Financial Fitness Curriculum and Homeownership including pre-purchase for first-time homebuyers, financial management and home maintenance workshops monthly.
• Review/update curriculum annually with FMS staff.
• Manage educational environment including attendance records, evaluations, and special events.
• Distribute financial management and housing packets.

Other

• Participate in staff meetings and training sessions as required.
• Meet all relevant ROMA performance targets and goals and objectives of the Agency's CSBG Work Plan, or other service contracts.
• Submit Programmatic reports as required.
• Complete other duties as requested.

Minimum Education:

BA in human services field, or equivalent.

Minimum Experience:

Experience with low-income and/or at-risk individuals with low-income financial issues or homeownership counseling/ education.

Minimum Skills Required:

• Experience with low-income and/or at-risk individuals with low-income financial issues or homeownership counseling/ education.

• Utilize excellent communication skills in individual and group settings, good organizational skills, self-motivated, able to multi-task, ability to work independently and as an effective team member and have a commitment of the NMCAA mission.