POSITION: FINANCIAL EMPOWERMENT COORDINATOR (Full-time/Non-Exempt)

RESUME AND COVER LETTER WILL BE RECEIVED UNTIL THIS POSITION IS FILLED

ORGANIZATION DESCRIPTION: Established in 1968, IBA-Inquilinos Boricuas en Accion is a dynamic community development corporation in Boston's South End IBA's mission it to empowers and engages individuals and families to improve their lives through high-quality affordable housing, education, and arts programs.

Essential Functions and Responsibilities

• Provides financial coaching services and activities generally focused on goal setting, budgeting, credit building and identifying opportunities to increase savings and income and reduce debt.
• Develops financial plans with clients to assist them in attaining their goals.
• Provides individualized assistance to clients to address challenges, find solutions, and regularly meet to discuss progress, attendance and other challenges that may interfere them meet their goals.
• Coordinates advising, referral support, bridging programs, and other activities designed to enhance financial empowerment, and asset building.
• Leads and promotes rent tracking, asset-building curriculum, facilitates trainings, workshops, seminars and events on financial empowerment.
• Participates in financial empowerment program planning, implementation, curriculum design and evaluation to assess outcomes and impact.
• Keeps immediate supervisor well informed of activities, results of efforts and problems identified/ potential problems; recommends corrective action plan.

DATA AND MONITORING

• Identifies trends, action plan, referrals and follow up.
• Support with data management that enable high quality, accurate data collection, entry and integration.
• Accurately and efficiently transcribes relevant program data into Salesforce.

OUTREACH/EXTERNAL COMMUNICATION

• Conducts outreach, recruitment, information and intake to potential students year round.
• Establishes linkages with other local community organizations, agencies and social service providers as well as create and maintain referral processes with service providers.
• Responsible for meeting or exceeding established targets for program participation and outcomes
• Represents IBA at meetings as needed.

OTHER DUTIES:

• Supports Program Director with grant, reporting, admin task, and general program participation.
• Participates in IBA's annual events: Three Kings Day, Membership Drive, Board Election, Festival Betances, and other community events.
• Ad hoc duties as needed.

GENERAL COMPETENCIES AND QUALIFICATION REQUIREMENTS:

• Bachelor's degree in Education, Social Science, Finance or related field preferred
• Two or more years of direct experience providing instruction and coaching in community-based organizations, particularly in the area of financial coaching.
• Demonstrated knowledge of personal finance concepts and coaching.
• Knowledge and experience working with low-income, ethnically diverse communities required.
• Bilingual fluency in English and Spanish with strong verbal and writing skills required.
• Excellent computer skills
• Experience working with educationally underserved learners is preferred
• Ability to translate executive-level organizational goals into specific program initiatives
• Must be extremely organized and demonstrate attention to detail
• Must demonstrate a positive and productive attitude
• Ability to work autonomously and in a team setting
• Experience working in an urban community with diverse population
• Strong writing skills
• Public speaking and facilitation skills
• Customer Service oriented

COMPENSATION AND BENEFITS

$65,000 annualized salary. Benefits include health dental and vision insurance; Flexible Spending Account (FSA); a generous HRA plan provided by IBA ($8,700 or $17,400 based on single or family coverage) for out-of-pocket medical expenses. 401K plan with annual employer contribution; generous amount of paid time off and free parking (based on availability).