Financial Coach for Families | Community Impact & Workshops

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

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.