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.
Position Objectives:
- To effectively and efficiently deliver FMS education and counseling and to represent the agency in a professional, friendly, and carding manner.
Measured by:
- Annual performance reviews
- Annual ROMA reports
- Ongoing assessment.
- Cooperation with and feedback from coworkers.
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.
Essential Abilities:
- A commitment to the NMCAA philosophy and mission.
- Ability to maintain confidentiality.
- Ability to interact positively with co-workers and clients in a non-judgmental, tactful and courteous manner.
- Ability to suggest innovative approaches in completing job responsibilities.
- Ability to work openly and cooperatively as a team member.
- Ability to perform physical tasks to carry out specific job duties.
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.
Minimum Physical Expectations:
- Physical activity that requires extensive time working on a computer, keyboarding, sitting, and phone work.
- Physical activity that requires travel: car, train, and/or air.
Minimum Environmental Expectations:
- This position operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.