Financial Empowerment Coach

Financial Empowerment Coach

Full-Time

Newcap, Inc. is a private non-profit Community Action Agency whose mission is to move people from poverty to opportunities & economic security and improve communities. Newcap provides selective services to ten northern & NE Wisconsin counties.

Newcap is looking to add a professional, loyal, and knowledgeable individual to their team. The Financial Empowerment Coach will provide credit management counseling and in-depth budget counseling to clients.

General Responsibilities:

Financial Empowerment

• Provide budget counseling and credit/debt management counseling to clients.
• Assess client’s overall financial picture and determine an action plan to maximize the financial life and future of client, manage debt, and meet necessary goals.
• Maintain knowledge of HUD housing counseling certification and activities to include: credit/debt management procedures and options, as well as budget counseling techniques, foreclosure intervention practices, loan modification and refinancing options, and medical and insurance debt procedures.
• Assist with loan/debt modifications (student, medical, loans, leases) and offer budgeting solutions.
• Coordinate and provide direct coaching to consumers, helping them set and achieve their own financial goals around money management, credit, saving, and more.

Agency Intake:

• Take calls from clients in need of agency programs, ask screening/qualification questions.
• Refer to appropriate agencies or begin application process by sending application packet.
• Maintain knowledge of all Newcap programs and related community programs and services.
• Maintain relationships and network with other community-based service providers.
• Enter all information into Captain database.

Eviction Prevention

• Advocate for clients and assist with eviction prevention and housing stability while teaching clients how to advocate for themselves
• Collaborates with peer organizations, local school districts and colleges, in presenting educational seminars.
• Work with clients on a one-on-one basis to provide education, guidance and referrals tailored to each client’s unique circumstances.
• Develops outreach programs and strategies to bring awareness of Newcap and our services

Qualifications:

• Post secondary education in business, finance, accounting
• 5 years experience in related field and working with low income/financially distressed populations.
• A combination of education, training and experience that results in demonstrated competency performing the work may be substituted.
• Knowledge of budgeting and personal financial management principles
• Ability to read, write using proper grammar/punctuation, and communicate effectively
• Possess organizational, planning and analytical skills.
• Computer skills
• Experience with word processing, spreadsheets, scheduling, project management, presentations.
• Ability to perform tasks with minimal supervision or oversite.
• Ability to work with individuals in a respectful and nonjudgmental manner
• Work collaboratively with Newcap coaching team to maximize experience for client and family

We are looking for a full time, energetic and motivated individual to join our team and help make a difference. We offer full time, stable work, competitive benefits including (medical, dental, vision, HSA contribution, Disability coverage as well as a very generous PTO and Holiday benefit)

Newcap, Inc. is an Equal Opportunity Employer.

Job Type: Full-time

Benefits:

• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Low Income/financially Distressed Populations: 5 years (Preferred)

Work Location: One location