Financial Coach

Metropolitan Family Services; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Vision & Dental coverage

HSA contributions

401K match

Job summary

Metropolitan Family Services in Chicago, IL, seeks a full-time Financial Coach to help clients improve budgeting, savings, and financial stability through initial assessments, budget reviews, and workforce development guidance.

You will maintain client folders, input credit data, and lead financial workshops, collaborating with a team to deliver services across the Calumet area and beyond.

Qualifications

• Bachelor’s degree with 2+ years related experience working with individuals or families receiving case management and workforce development services.
• Previous experience with asset building preferred.
• Brief summary of the job, why it exists, and overall objective of the position.

Responsibilities

• Enter initial and supplemental Combined Financial Assessments (CFS(s)) into appropriate system.
• Conduct budget reviews for clients that change employment status or government benefit.
• Responsible for preparation of required internal and external reports including analytical reports/audits to governmental agencies and other funding sources.
• Create and maintain client folders for all CWF clients which include copies of credit reports, validation letters and signed letter of consent.
• Request and input Transunion Credit Report data and scores for every financial client at least once every 6 months or as needed.
• Provide financial workshops, internally or externally, as requested.
• Other duties as assigned.

Skills

Microsoft Office

Data entry

Case management

Communication

Education

Bachelor’s degree with 2+ years experience

Tools

Credit reporting systems

Job description

If asked to describe the culture at Metropolitan Family Services, we could do that in one word.COMMUNITY! Reflected in both our internal culture as well as through the services we provide, community is at the heart of all we do.

Metropolitan Family Services (MFS) empowers families to learn, to earn, to heal, to thrive. Part mentor, part motivator, part advocate, since 1857, Metropolitan Family Services has been the engine of change that empowers families to reach their greatest potential and positively impact their communities. Are you looking to have an impact on more than just a company’s bottom line? Then we’d love to hear from you!

We are now hiring for a full-time Financial Coach to join our Calumet Team!

SALARY

• The average starting salary for this position will fall in the range of $________ and $________ annually. Where candidates fall in this range will be based on skill and experience level.

ESSENTIAL JOB FUNCTIONS

• Enter initial and supplemental Combined Financial Assessments (CFS(s)) into appropriate system.
• Conduct budget reviews for clients that change employment status or government benefit, including but not limited to gain or loss of employment or changes in wages.
• Responsible for preparation of required internal and external reports including analytical reports/audits to governmental agencies and other funding sources.
• Create and maintain client folders for all CWF clients which include copies of credit reports, validation letters and signed letter of consent.
• Request and input Transunion Credit Report data and scores for every financial client at least once every 6 months or as needed.
• Provide financial workshops, internally or externally, as requested.
• Other duties as assigned.

KNOWLEDGE, SKILLS and ABILITIES

• Excellent computer skills with demonstrated proficiency of Microsoft Office Suite, web-based data, and case management tracking systems.
• Client Centered/Mission Driven
• Adaptable
• Goal Oriented/Solution Focused
• Self-Reflective and Receptive to Feedback
• Collaborative
• Positive Demeanor
• Trustworthy/Accountable

QUALIFICATIONS

• Bachelor’s degree with 2+ years related experience working with individuals or families receiving case management and workforce development services.
• Previous experience with asset building preferred.
• Brief summary of the job, why it exists, and overall objective of the position.

TRANSPORTATION/TRAVEL REQUIREMENTS

• Driving for work required with a personally owned vehicle.
• Travel Between Sites.

PHYSICAL DEMANDS

While performing the essential duties of this job, the employee is required to sit and stand for sustained periods of time, frequently talk, hear, use hands and fingers to feel, handle, and operate objects or controls, and occasionally stand, bend, stretch, stoop, kneel and crouch. The employee is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, and viewing a computer terminal.

Metropolitan Family Services puts our people first with a top-of-the-line benefits package. Find out more by clicking here !

Some highlights include

• Medical Coverage, Dental Coverage, and Vision Coverage.
• Metropolitan Family Services contributions of $2,000 to individual, and $4,000 to family, HSA accounts, pro-rated to your benefits start date.
• FREE General Medicine and Behavioral Health Teladoc services provided to all team members.
• Ascensus 401K plan services with a 4% employer match, vested at 100% on day one of eligibility.

• Some of the above benefits are available for part-time and temporary workers, but not all. Be sure to inquire upon your hire as to which benefits apply to you.

MORE ABOUT US

Metropolitan is Illinois' first comprehensive human services agency and reaches more than 122,970 individuals and families in Chicago, Evanston/Skokie, the southwest suburbs, and DuPage County with services promoting education, economic stability, emotional wellness, and empowerment.