Demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
April 08, 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.
July 14, 2020
Assist clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
July 19, 2020
Workshop topics should be relevant to the community and may include topics such as budgeting, savings, banking products, credit building, identity theft, and more.
July 24, 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.
July 26, 2020
Attending related training, meetings, conferences, and professional development programs.
August 17, 2020
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
September 20, 2020
Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary.
September 27, 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.
October 15, 2020
Record client information andprogress data precisely, accurately, and on time, with a rigorous dedication toconfidentiality and data security protocols.
October 19, 2020