The Resurrection Project (TRP) is a 501(c)(3) community development organization. Founded by a coalition of Pilsen churches in 1990, The Resurrection Project’s mission is to build relationships and challenge people to act on their faith and values to create healthy communities through organizing, education and community development. The organization primarily serves low and moderate income
families in Pilsen, Little Village, Back of the Yards and Melrose Park.
General Job Description
The Financial Coach is responsible for assisting with the implementation of financial empowerment
initiatives and one-on-one financial coaching. The Financial Coach helps community members create
a financial plan that includes the establishment of financial goals, improvement of credit, savings and
debt, and access to financial products.
The Financial Coach is a member of the Financial Wellness department and the Community Wealth
Building Pillar and works with other staff to further TRP's mission through the promotion of financial
capability, sustainable homeownership, and wealth building.
- Provide one-on-one financial coaching services and contributing to meet. Comprehensive one-on-one financial coaching and analysis for individuals looking to improve their financial wellness
and financial security. The analysis includes review of credit, debt, savings, budgeting, financial
goal setting, the access to financial products, and the development of a financial action plan.
- Cultivate, manage, and expand relationships with participants, leaders, TRP member
institutions, and partners to promote and further TRP's Financial Wellness goals and
organizational mission.
- Recruit community participants.
- Maintain accurate data and reporting systems in TRP’s new Salesforce CRM to effectively track client and program progress; adhere to all guidelines related to confidentiality of files and records.
- Work closely with other Financial Wellness staff to enhance and further develop current courses
and expand services provided.
- Cultivate, manage, and expand relationships with participants, leaders, TRP member
institutions, and partners to promote and further TRP's Financial Wellness goals and
organizational mission.
- Maintain required job skills, core professional competencies and certifications.
- Attend and participate in required educational programs and staff meetings.
- Performs other duties as assigned.
Performance Measures
- Achievement of initial, six-month, and annual client financial follow-up.
- Compliance of Certification/Training/Education - Staff Development requirements.
- Data entry and data integrity (intake, integrity, tracking) into CRM.
- Improve customer service and assess regularly customer satisfaction.
- Increase Outreach (increase visibility of TRP).
- Increase Networking (identifying new business opportunities, collaborations, and relevant
products).
- Active collaborations (Projects, grants, fee for services programs, and partners).
- Ensure consistency, integrity and timely delivery of internal and external reporting and
communications.
- Active participation in required staff and team meetings and programs.
- Bachelor's Degree is preferred.
- Two years’ experience in housing counseling, community development, finance, real estate,
social work or related field required.
- Certification from HUD/NeighborWorks/UnidosUS in Financial Capability within one year of hire.
- Bilingual in English and Spanish required.
- Demonstrated ability to build relationships and work effectively with people of diverse social,
faith, economic, and racial/ethnic backgrounds.
- Proficient knowledge of MS Office and Internet required; Salesforce preferred.
- Highly motivated and demonstrated ability to work independently as well as part of a team.
- Attention to detail.
- Willingness to work flexible hours as needed; evenings and weekends required.
- Access to a car, valid driver’s license, and ability to travel within the metropolitan area and
sometimes out of state.
Job Type: Full-time
Pay: $42,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Evening shift
- Monday to Friday
- Weekend availability
COVID-19 considerations:
All employees must be fully vaccinated .
Experience:
- housing counseling, community development or finance: 2 years (Preferred)
Language:
- English and Spanish (Required)
Work Location: One location