Demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
February 21, 2020
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
March 14, 2020
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
March 26, 2020
Understand other services offered by the OFE, such as employment services, free tax preparation, and workforce development programs such as the Bridge to Hospitality, and connect clients to these other services.
April 21, 2020
Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary.
April 27, 2020
Support the effective delivery of services and ensure client services, documentation and data collection are accurate and compliant with funding and or contract requirements.
May 04, 2020
Record client information andprogress data precisely, accurately, and on time, with a rigorous dedication toconfidentiality and data security protocols.
May 06, 2020