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.