Emergency Case Management Personal Financial Educator

Zeiders Enterprises, Inc.

31d•Remote

About The Position

Emergency Case Management Personal Financial Educators (ECM PFEs) provides one-on-one consultation, education, training, information, referral, advocacy, and crisis intervention services in support of the Fleet and Family Support Program (FFSP). ECM PFEs shall have demonstrated experience providing advocacy or case management services. ECM PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, as well as in-person services, and deliver mobile training and emergency case management support to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea, or in foreign countries). In this dual-capacity role, ECM PFEs assess client needs during financial crises or critical life transitions, develop individualized action plans, coordinate with installation and community resources, and provide follow-up support to ensure continuity of care while collaborating with FFSP stakeholders to plan, schedule, and execute effective and efficient delivery of educational programs and supportive services to service members and families.

Requirements

Candidate must currently possess or be able to obtain a US passport for travel.
Bachelor’s degree from an accredited college or a combination of education and experience equivalent to a bachelor’s which equips the incumbent to serve as a personal financial management counselor.
Must possess and maintain national certification as an Accredited Financial Counselor
Two years of experience providing financial education and training, and one on one financial counseling.
Experience making presentations and facilitating training for large and small groups in the areas of financial management.
Experience using various forms of digital technology to facilitate virtual training.
Experience in providing one-on-one consultations with varied levels of complexity.
Knowledge of the development and execution of assessment tools (i.e. surveys)
Knowledge of the military and the challenges of the military lifestyle
Thorough understanding of the personal financial management issues facing service members and their families and the ability to support them with individual assistance or through training in seminars, workshops, or appropriate referral
Proficiency in various forms of technological tools to support virtual service delivery, communication, and collaboration.
Knowledge of social services and/or community resources.
Knowledge of the tenets of adult education and the development of training curricula based on the adult learning model.
Ability to use verbal and written communication skills effectively.
Proficiency in Microsoft Office Suite software and demonstrated ability to use software to prepare management reports and provide information.
Schedule flexibility, including the ability to work some weekends, after-hours, and extended shifts as operational needs dictate to support the FICC.
Must be able to meet naval shipboard requirements if deployed on navy ship.
This position requires access to U.S. Government facilities and systems. U.S. Citizenship, a valid driver's license, passport, transportation, and auto insurance are required.
Ability to successfully complete a pre-employment and government background investigation to include FBI fingerprints.

Nice To Haves

Prior experience working with the Fleet and Family Support Programs.

Responsibilities

Serve as the designated POC for an individual Sailor or family, DoD Civilian or family to support them in obtaining necessary financial services for current status and future permanent transition.
Participate in emergency response exercises carried out by the Region or Installation.
Serve as a liaison with other military community agencies. Provide intensive case management services for assigned sailors or family members.
Coordinate and integrate family services and referrals utilizing on- and off installation resources, state, intra-state, and federal services as necessary.
Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy
Implement emergency response plans in the event of an actual situation requiring humanitarian response
Using existing resources, supporting family by providing necessary required forms, obtaining explanation and directions from subject matter experts, and advising them through the official requirements associated with displacement or transition.
Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed
Prepare and conduct management briefings in order to communicate recommendations on training and exercises
Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, keeping in touch with changes and additions to resources and policies
Ensure that all information and referral, individual consultation and group education services, including those related to IDS or Emergency Preparedness and Response are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS).
Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists.
Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R).
Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards.
Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery.
Perform basic troubleshooting steps when technology challenges occur.
Maintain up-to-date knowledge in the fields of personal finance and financial counseling.
Support marketing and outreach initiatives to promote awareness and utilization of program services.
Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support.
Other duties as assigned.