ABRAZAR Inc., The SparkPoint In Schools program operator, manages the SparkPointOC Case Managers. Responsibilities include conducting individual intakes, budget and credit counseling sessions, group financial education workshops, and coordinating other support services tailored to help individuals and families move toward financial stability and achieve goals in a 12-month period. This is a full-time, on-site position. 

Responsibilities include:

• Manage referral process to ensure timely response and appropriate tracking of services
• Solicit feedback from clients and school administration to ensure program needs are met.
• Track services and outcomes to conform with funder established reporting requirements
• Enroll 50 new households during the program year (January 1^st to December 31^st).
• Coordinate services of partner organizations to ensure family needs are addressed.
• Implement financial education workshops for low- and moderate-income families.
• Organize on-site educational opportunities for participating families with school administration.
• Financial Case Management
  1. Train in financial concepts using FDIC, CFPB, and Financial Social Work Concepts.
  2. Coordinate client flow to ensure families' employment, financial, education, and housing needs are met.
  3. Work with staff and school administration to ensure intakes and assessments are completed for all incoming families.
  4. Conduct intake appointments to enroll new clients (annual goal 50).
  5. Create and monitor tailored action plans with clients to help them manage income, reduce debt, improve credit, and increase assets.
  6. Provide coaching and connect clients to appropriate resources to ensure families' employment, financial, education, and housing needs are met.
  7. Ensure adequate referral processes are in place for in-house program offerings, including budget coaching, housing counseling and eviction prevention, financial education and other services.
• Participate in monthly program meetings, biweekly supervision with the program director, and school-related activities as available (weekly teacher meetings, monthly Principal meetings, etc.)
• Maintain a caseload of 40-50 families. 
• Effectively communicate with the principal and school administration of the designated schools. This position has four designated elementary schools in the Anaheim Elementary School District that can be served. 
• Maintain a cooperative and effective working relationship with the principal and school administration to assist and participate in school activities supporting program goals. 
• Participate in quarterly reporting activities, including data review, preparing narrative reports, and collecting success stories/testimonials. 
• Work with Volunteer Income Tax Assistance (VITA) program staff to provide free tax preparation services to clients and the school community. Provide resources for tax-related questions and guidance for ITIN preparation. 
  1. VITA and ITIN training will be offered and completed as part of this position. 

Requirements

• Strong commitment and understanding of the SparkPoint Center's goals and objectives 
• Knowledge of issues affecting low- to moderate-income people and communities 
• Experience in the financial stability arena, which may include income generation strategies, financial education and coaching, and asset development 
• Experience and/or ability to communicate and work effectively with a wide range of institutions—including local government, financial institutions, local businesses, community-based organizations, and community groups
• Ability to compare and contrast financial information. Good knowledge of the principles, practices, and techniques of financial and credit counseling, including understanding and interpreting credit reports
• Ability to promote the use of coaching and cultural sensitivity in engaging center clients 
• Experience working with families identified as McKinney Vento
• Experience developing and managing comprehensive individual case plans and working with diverse populations
• Willing to participate in ongoing trainings, including Covered California Certified Application Assistor to link families with health insurance
• Ability to develop and maintain positive work relationships with school staff and volunteers 
• Excellent oral and written communication skills. Good presentation skills. 
• Self-motivated, goal-oriented, with proven results – ability to get the job done 
• Able to work in an unstructured environment and adapt easily to change 
• Computer proficiency in Microsoft Office (Word, Excel, and PowerPoint); knowledge of and experience with Efforts to Outcomes software is a bonus. 
• At least five years of related professional experience (work with public/private sector leaders/decision makers, leadership in the community, and fundraising). 
• Bachelor's degree in Social Work, Public Administration, or related social science or equivalent
• Minimum 1-year experience working on a school campus or similar field
• Must be bilingual (Spanish/English)
• Access to a car, a California Driver's License, car insurance, and a satisfactory driving record are conditions of initial and continued employment.

PHYSICAL, MENTAL AND ENVIRONMENTAL DEMANDS AND CONDITIONS:

• Must possess body mobility to stand and/or sit frequently or for an extended period of time at meetings, trainings, conferences or community events in office or offsite community locations
• Must be able to function effectively in a standard office environment and have the ability to move about to perform daily office tasks such as access files cabinets and office machinery
• Must be able to communicate information accurately, clearly and concisely in normal vocal tone
• Must be able to transport laptop, files and/or other materials to and from meetings
• Must be able to drive to meet with members at various locations
• Must possess manual dexterity sufficient to use hands, arms and shoulders to operate a keyboard, take notes, utilize office equipment, complete and file reports, and file and copy documents
• Must possess sufficient vision to read standard text
• Must possess the ability to independently reason logically to analyze data, reach conclusions and make recommendations as required in the accomplishment of job duties
• Occasionally/Frequently/Continually required to stand
• Occasionally/Frequently/Continually required to walk
• Occasionally/Frequently/Continually required to sit
• Occasionally/Frequently/Continually required to utilize hand and finger dexterity
• Occasionally/Frequently/Continually required to climb, balance, bend, stoop, kneel or crawl
• Occasionally/Frequently/Continually required to talk or hear
• Occasionally/Frequently/Continually exposed to outside weather conditions 
• Occasionally/Frequently/Continually exposed to extreme heat or cold (non-weather)
• While performing the duties of this job, the noise level in the work environment is usually moderate. 
• The employee must occasionally lift and /or move more than 50 pounds

Benefits:

• Paid Time Off - Vacation (12 days per year), after 3 months, accrued monthly.
• Paid Time Off – Health 56 hours per fiscal year, after 3 months. 
• Holiday Pay (10 days per year), eligible after 3 months.
• Health Insurance
• Dental and Vision Insurance

This description reflects management’s assignment of essential functions. This job description is subject to change at any time. This description is intended to indicate the kinds of work duties that will be required in this position. It is not intended to limit, or in any way modify, the rights of any supervisor to assign, direct, and contract work of staff under his/her supervision. The use of a particular illustration describing duties shall not be held to exclude other duties, not mentioned, that are of a similar level or difficulty. Diversity in organizational practices is a core value of ABRAZAR resulting in culturally competent services, materials, resources, and programs. Our hiring and business practices appreciate the strengths offered through different backgrounds.

About Abrazar (to Embrace)

Abrazar (to Embrace) is a 501 (c) 3 non-profit organization that provides shuttle bus and non-emergency medical transportation to patients. Abrazar is dedicated to promoting the general welfare and prosperity of very poor to medium income seniors and families in Orange County through programs that improve health, nutrition, socialization, lifelong learning and economic self-sufficiency in culturally sensitive ways

Abrazar is an Equal Opportunity Employer and does not discriminate on the basis of race, ethnicity, religion, gender, age, physical disability, and sexual orientation. Abrazar complies with all EEO and ADA guidelines.