Job Information
Northwest Michigan Community Action Agency, Inc Financial Management Services Budget Housing Coach - Petoskey in Traverse City, Michigan
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)
- Populate/maintain client billing databases and tracking.
- 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.
- 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.
- 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.