Financial Coach (Bilingual Spanish)

Summary: KYCC educates and advocates for monolingual Spanish-speaking residents of Koreatown and nearby areas, helping them understand and manage their basic financial needs. We are looking for candidates passionate about teaching others their rights and options, and supporting them in achieving financial self-sufficiency.

The Financial Coach, reporting to the CEDS Coordinator, is responsible for implementing language/culture-specific economic development programs. This includes case management, program development, and execution of services created by the CEDS Coordinator. Performance is continuously reviewed with annual goals and objectives.

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Duties / Responsibilities

- Implement Financial Education and Asset Building program:

• Recruiting and enrolling clients into CED programs, providing financial coaching, and leading financial education workshops;
• Developing individualized action plans to help clients improve credit, reduce debt, establish savings, and build long-term financial stability;
• Reviewing and interpreting consumer credit reports and credit scores.
• Managing a set number of client files, including intake applications, program enrollment, and other documentation related to programs and services; and
• Providing clients with basic information and referrals to public benefits, housing counseling, workforce development, and other supportive services.

- Implement and manage Volunteer Income Tax Assistant (VITA) programs at specific sites:

• Managing day to day operation of VITA tax clinic;
• Providing VITA volunteer engagement and management;
• Providing tax returns and quality review of returns filed; and
• Compiling and submitting weekly progress reports.

- Contract Compliance and Data Management reporting:

• Updating client files and databases, including intake application, collecting proof of income and expenses, and other documentation related to program, like FamilySource Center and other funders; and
• Documenting and reporting project details to meet all contractual goals.

- Attend relevant meetings and trainings:

• Attend monthly staff meetings.
• Attend unit meetings.
• Attend quarterly agency-wide meetings/trainings.
• Attend professional development trainings, conferences, workshops and seminars in order to maintain and improve professional competence as assigned by the supervisor.

- Other duties as assigned by the CED Services Coordinator.

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Minimum Requirements / Qualifications (All applicants MUST meet the minimum qualifications):

• BA degree from an accredited school with two years of experience in business, financial service or community organizing in non-profit sector OR four years of work experience in business, financial service or community organizing in non-profit sector.
• Experiences in financial education, credit counseling, and/or asset building programs and services;
• Bilingual capacity (Spanish/English).
• Demonstrable knowledge and skill in personal finance, including budgeting and savings, debt, credit, public speaking, and organizational skills.
• Ability to organize and prepare documentation in a timely manner.
• Possess initiative, flexibility, and the ability to work under pressure and without direct supervision.
• Demonstrable working knowledge of the use and operation of personal computers.
• Strong interpersonal, organizational, written and communication skills.
• Strong commitment to working with a multicultural community.
• Ability to work collaboratively with others and a willingness to participate fully in the team process.
• A valid Class C California Driver License, personal automobile, and proof of auto insurance.
• Proof of eligibility to work in the United States.
• Physical requirements: Seeing to inspect written documents; ability to communicate with KYCC staff, clients and public; sitting, standing and walking for extended periods of time; bending, kneeling and reaching to retrieve and replace files; and dexterity of hands and fingers to operate office equipment; and ability to lift up 40 lbs.

NOTE: The selected candidate will be required to complete a Livescan (fingerprint process) and/or background check and a TB test after a conditional offer of employment has been extended.

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TO APPLY, please submit a cover letter and resume.

KYCC is an EOE & E-Verify Employer.

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

People with a criminal record are encouraged to apply

Education:

• Bachelor's (Required)

Experience:

• business, financial service or community organizing: 2 years (Required)

Language:

• Spanish (Required)

Work Location: In person

Salary : $25 - $28