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Financial Empowerment Coach (Renters)
Newcap, Inc.
Newcap, Inc.
 
Job Location: Oconto, Wisconsin
FLSA Status: Exempt
JOB GRADE: Non-Exempt- Full-Time
REPORTS TO: Head Coach Mentor

GENERAL SUMMARY:
• Provide credit management counseling and in-depth budget counseling to clients.
• Provide agency intake support

AGENCY EXPECTATIONS:

1. Adhere to agency policy and procedures.
2. Exceptional Communication and organizational skills.
3. Maintain a positive and respectful attitude.
4. Demonstrate flexible and efficient time management and ability to prioritize workload.
5. Consistently report to work on time prepared to perform duties of position.
6. Has a strong work ethic having the needs of the organization and the clients as the primary priority.
7. Ambassador for Newcap, Inc., along with all employees, and responsible for marketing/promoting the organization and its programs both internally and externally.
8. Demonstrates leadership to gain and maintain credibility, trust, and respect of all employees.
9. Proactively and effectively communicates the knowledge gained from education to others in the organization, through the use of presentations, e-mails, and conversations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Financial Empowerment
• Provide budget counseling and credit/debt management counseling to clients.
• Assess client’s overall financial picture and determine an action plan to maximize the financial life and future of client, manage debt, and meet necessary goals.
• Maintain knowledge of HUD housing counseling certification and activities to include: credit/debt management procedures and options, as well as budget counseling techniques, foreclosure intervention practices, loan modification and refinancing options, and medical and insurance debt procedures.
• Assist with loan/debt modifications (student, medical, loans, leases) and offer budgeting solutions.
• Coordinate and provide direct coaching to consumers, helping them set and achieve their own financial goals around money management, credit, saving, and more.

Agency Intake:
• Take calls from clients in need of agency programs, ask screening/ qualification questions.
• Refer to appropriate agencies or begin application process by sending application packet.
• Maintain knowledge of all Newcap programs and related community programs and services.
• Maintain relationships and network with other community-based service providers.
• Enter all information into Captain database.

Eviction Prevention
• Advocate for clients and assist with eviction prevention and housing stability while teaching clients how to advocate for themselves
• Collaborates with peer organizations, local school districts and colleges, in presenting educational seminars.
• Work with clients on a one-on-one basis to provide education, guidance and referrals tailored to each client’s unique circumstances.
• Develops outreach programs and strategies to bring awareness of Newcap and our services

WORKING CONDITIONS:
This work is generally performed in an office environment. Some overnight and out of state travel my required.

EFFORT:
Long periods of time working at a computer terminal. Use of keyboard may be stressful to hands or wrists. Must be able to see, hear and speak. Frequent handling and fingering, reading, working with information, standing, walking. Occasional lifting up to 25 pounds, reaching, climbing, stooping. Minimal evening and weekend is required.

MACHINES, TOOLS, EQUIPMENT:
Computer, cell phone, printer, photocopy machine, fax machine, calculator, shredder, telephone, van or car

MINIMUM QUALIFICATIONS:
Post secondary education in business, finance, accounting, or 5 years experience in related field and working with low income/financially distressed populations. A combination of education, training and experience that results in demonstratedcompetency performing the work may be substituted.

ABILITIES REQUIRED:
• Knowledge of budgeting and personal financial management principles
• Ability to read, write using proper grammar/punctuation, and communicate effectively
• Possess organizational, planning and analytical skills.
• Computer skills
• Experience with word processing, spreadsheets, scheduling, project management, presentations.
• Ability to perform tasks with minimal supervision or oversite.
• Ability to work with individuals in a respectful and nonjudgmental manner
• Work collaboratively with Newcap coaching team to maximize experience for client and family

SPECIAL REQUIREMENTS:
• Must possess a valid driver’s license.
• Must pass a background check.
• Must be able to maintain the confidentiality of any information encountered.

PHYSICAL DEMANDS:
Employee must be able to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 



How to Apply:

Please fill out the on line application at the link below.  (Note: please scroll down the career page to find the application.)
https://www.newcap.org/careers/

Newcap, Inc.

Newcap, Inc. is an Equal Opportunity Employer
 
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