Economic Mobility Coach

Responsible for motivating and encouraging participants to create and maintain financial stability to move out of poverty. Promote long term economic success by administering workshops and providing individual support and ongoing coaching. Support participants ability to maintain housing and thrive independently.

Essential Functions:

• Provide comprehensive financial coaching to target population (barriers include homelessness, trauma and crisis, criminal background, mental health, and substance abuse) via individual meetings or small groups.
  • Help participants open and maintain a bank account, pay bills on time, budget, create, and maintain savings, and improve credit score.
• Facilitate monthly financial education workshops, maintain and disseminate workshop calendar, develop new curriculum as needed, conduct workshops via webinar, at HSP/HSP shelters, and throughout the Carroll County community.

• Assist with tax site operations and programming for Carroll CA$H Day events.
• Manage caseload of Permanent Housing and/or Rapid ReHousing Participants, providing financial stability services to transition into independent living.
• Maintain accurate and timely case files, per grant/funder requirements, this includes but is not limited to appropriate participant demographic and income information, signed program agreements, referrals, service plans, and progressive case notes.
• Provide individual, ongoing coaching services: develop service plan, work with participants to establish their SMART (specific, measurable, achievable, relevant, time based) goals, make appropriate referrals within HSP and community, coordinate services, advocate for participant, and monitor/document progress.
• Complete accurate and timely data entry utilizing Community Service Point (CSP): complete program entry and exits within 24 hours, enter services within 3 business days, enter, track, and evaluate participant progress at identified milestones.
• Develop and maintain a thorough knowledge of the HSP’s programs and community resources; work in tandem with HSP’s Integrated Services Team including Shelter, Housing, and Opportunity WORKS (re-entry employment program), and Shelter services to promote upward mobility.
• Utilize motivational interviewing, strength-based, and trauma informed care strategies and techniques to deliver participant-driven case management; develop solid rapport with participants; encourage positive skill development for self-sufficiency.
• Assemble data for Funder/Agency Annual Report, and additional monthly/quarterly reports as required.

Knowledge, Skills and Abilities: Candidates for this position must possess the following: eagerness to learn financial education strategies for low-moderate income individuals, effective teamwork and case management skills to accomplish the program goals and objectives; effective interpersonal and organizational skills; ability to take initiative and be self-motivating; knowledge of human service/ community resources, sensitivity to human needs. Ability to advocate on participant’s behalf. Prior experience in providing financial education services in the human services field preferred. Must possess excellent written and verbal communication skills. Must be able to maintain confidentiality. Must possess a high level of energy, cooperation, motivation, and persistence. Must be proficient in Microsoft Office (Word, Excel, Outlook, Publisher) and have accurate data entry skills. Candidates are required to have a valid motor vehicle operator’s permit and provide proof of current automobile insurance. Background check required.

Educational Requirements:  Candidates for this position are required to have high school/general diploma, associate or bachelor’s degree preferred. Prior experience in the human services field preferred.

Supervisory Responsibilities: None

Work Environment: Office setting. This position has contact with all levels of personnel within the organization and participants, vendors, volunteers and community partners.

Position Type/Expected Hours of Work: Full Time (40 hours/week). Normal office hours, with some evenings and weekends.

Travel Requirements: Travel throughout Carroll County, i.e. Public Libraries, meetings, trainings and outreach events, transport participants (in company vehicle).