Credit Access Project Manager & Financial Coach

Maryland Nonprofits; Baltimore (MD); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

Disability insurance

Life insurance

401(k) with employer match

Paid time off

Job summary

Civic Works is seeking a Credit Access Project Manager (Financial Coach) who will support workforce participants across programs by coaching them on budgeting, credit building, debt management and savings goals. You will lead workshops, coordinate with a partner CDFI to streamline loan processes, and help participants access credit-builder and affordable auto loans.

You will develop and deliver financial education, build relationships with banks and community partners, and document outcomes to

Qualifications

• Two+ years of financial coaching, case management, or workforce support.
• Experience managing projects with external partners or internal teams.
• Ability to document policies, procedures, or lead process improvements.
• Strong budgeting, credit, debt management and personal finance knowledge.

Responsibilities

• Provide one-on-one coaching on budgeting, savings, credit building, debt management and financial planning.
• Deliver workshops on budgeting, credit, debt management, banking and financial planning.
• Collaborate with banks, credit unions, and CDFIs to expand financial products access.
• Develop materials and templates; document best practices and program outcomes.

Skills

Communication

Group workshops

Salesforce

Project management

Adaptability

Initiative

Education

CNM Financial Coach Certification

Tools

Salesforce

Job description

Civic Works is seeking a Credit Access Project Manager (Financial Coach) who will support workforce participants across programs by coaching them on budgeting, credit building, debt management and savings goals. You will lead workshops, coordinate with a partner CDFI to streamline loan processes, and help participants access credit-builder and affordable auto loans.

You will develop and deliver financial education, build relationships with banks and community partners, and document outcomes to