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Bilingual Financial Coach and Educator

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Scion Staffing

2021-12-03 08:50:22

Job location Portland, Oregon, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Scion Nonprofit has been engaged to conduct an immediate search for a Bilingual Financial Educator and Coach on behalf of an impactful nonprofit that partners with clients to make lasting solutions to poverty and injustice. This is a very exciting direct-hire role with a collaborative and passionate team in Portland, Oregon that is ready for immediate hire!


This position with our Client requires employees to report to work at a physical location. As a cautionary measure, our Client is asking all employees to be fully vaccinated by the date of hire. If an eligible candidate is unable to get the COVID-19 vaccine due to a religious, medical, or disability-related reason the client will make available appropriate reasonable accommodations.


Overview:

The Bilingual Financial Educator and Coach will assist with providing one on one financial coaching, financial education workshops, and housing counseling to vulnerable populations.


Responsibilities:

  • Coordinating financial education classes and serving as a financial educator for contractual partners, recently arrived refugees, immigrants, one-time special topic workshops, and other workshops as the need arises
  • Providing personal one-on-one financial counseling (including counseling both in person and by phone/online) services to clients in both Spanish and English
  • Supporting Assistant Director of Financial Education with financial education initiatives, outreach, and reports
  • Maintaining accurate and up-to-date records in the Salesforce database
  • Aiding with curriculum development and implementation as needed
  • Assisting Coaching Coordinator with coach trainings and support
  • Providing guidance to volunteer financial coaches in areas such as understanding credit and other high need areas
  • Managing documentation and outcome analysis for reports for presentations to stakeholders within the agency and for community partners
  • Participating in trainings, outreach and tabling events, and other events as requested by supervisor
  • Assisting the management team with maintaining and building partnerships, take part in strategy meetings and decision making related to coaching/counseling, and education


Qualifications:

  • Bachelor's degree or equivalent work/lived experience in social science, business or finance-related field required
  • Experience working with and educating low to moderate-income people and high need client populations
  • Understand utilizing a personal monthly budget, tracking method, and emergency fund plan
  • Spanish fluency required; ability to communicate concisely and effectively in English and Spanish, both verbally and in writing
  • Desire to work closely and in partnership with the management team. Strong interpersonal skills, excellent written and oral communication skills required
  • Experience in Salesforce, InDesign, WordPress, other CMS platforms, and ability to effectively work with standard Microsoft Office Suite of programs
  • HUD Housing counseling, FHAC Connection, and 9902 experience preferred
  • Must be able to organize and prioritize work, be proactive, take initiative, follow-through, and manage multiple priorities to ensure goals are met in a timely manner with minimal supervision
  • Willingness to learn new skills and take on new responsibilities
  • Demonstrated judgment and discretion in dealing with confidential matters
  • Commitment to work in partnership with vulnerable populations to achieve lasting solutions to poverty and injustice
  • Ability to work well both in a team and on an individual level; be flexible and adapt well to different dynamics in a fast-paced work environment.
  • Ability to work a flexible schedule, which could include some evenings and weekends


Compensation & Perks:

This amazing opportunity offers a competitive salary DOE, as well as a competitive benefits package, with 100% employer-paid health insurance, disability, life insurance, paid time off, 12 paid holidays, retirement plan, free parking and more! This position works on an amazing team and makes an incredible impact on vulnerable populations of Portland, OR!


To Apply:

For immediate consideration, please submit your resume and more information about your candidacy and interest. Apply today!


About Our Search Firm:

Scion Nonprofit Staffing is an award-winning national nonprofit recruitment and staffing specialist for nonprofit organizations, foundations, associations, and educational institutions! Since 2006, we have had the pleasure of successfully connecting thousands of talented professionals with incredible, mission-driving organizations across the country. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire nonprofit recruiting, interim leadership placement, and temporary professional staffing.


Named an Inc. 5000 Top Fastest-Growing Private Company in America, we are proud to also be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firm in America, recognized as a ClearlyRated Best of Staffing firm, and identified as a top recruitment firm by The Business Times! Additional information about Scion Nonprofit can be found online.


Scion Staffing is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent.

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