Family Asset Building Coordinator
About The Position
The Family Asset Building Coordinator plays a critical role in supporting the delivery and oversight of MAAC’s financial empowerment and asset-building services. Reporting to the Family Asset Building Program Manager, this position supervises Family Asset Building Specialists, Volunteers and/or Interns. Provides direct support to participants through higher-level case management, financial coaching, and program navigation. The Coordinator ensures consistent service delivery across grants, supports accurate recordkeeping, and helps participants access financial tools such as financial education, electric vehicle rebates, credit-building loans, and income supports. This role also contributes to seasonal initiatives, volunteer coordination, and outreach efforts, and is designed to flexibly support the evolving needs of grant-funded programs.
Requirements
- Knowledge of financial coaching and asset-building strategies.
- Case management principles and participant engagement techniques.
- Electric vehicle rebate programs and financial product navigation.
- Grant-funded program operations and reporting requirements.
- Digital tools and case management systems (e.g., Salesforce, TaxSlayer, QuickBase).
- Culturally responsive service delivery and community-based outreach.
- Proficiency with Microsoft Office Suite, especially Excel; and CRMs, especially Salesforce
- Strong written, verbal, and interpersonal communication skills.
- Strong interpersonal, written, and verbal communication skills.
- Ability to supervise and support staff in a collaborative and inclusive manner.
- Proficiency in Microsoft Office Suite, especially Excel.
- Ability to manage multiple priorities and meet deadlines.
- Commitment to advancing economic mobility and service to underrepresented communities.
- Ability to engage respectfully with individuals from various socioeconomic backgrounds.
- Willingness to work occasional evenings or weekends for outreach and seasonal events.
- Associate’s degree or higher in social services, business, education, or a related field AND
- Minimum of three (3) years of experience in financial coaching, case management, or community-based programming, including one (1) year of supervisory or lead experience.
Nice To Haves
- Bilingual in English and Spanish preferred.
Responsibilities
- Supervise Family Asset Building Specialists, providing coaching, guidance, and performance feedback.
- Monitor case documentation for accuracy, completeness, and compliance with program standards.
- Support onboarding and training of new staff and volunteers.
- Facilitate regular team check-ins and contribute to a collaborative work environment.
- Provide advanced financial coaching and case management to participants with complex needs.
- Assist participants in navigating electric vehicle rebate programs, including eligibility screening, document collection, and loan readiness assessments.
- Refer participants to appropriate financial education and coaching services when needed.
- Support participants in accessing credit-building loans, affordable financial products, and income supports.
- Support planning and coordination of seasonal initiatives and events (e.g., Financial Literacy Month, VITA outreach).
- Assist with volunteer coordination and engagement in financial empowerment activities.
- Participate in outreach efforts and represent the program at community events, occasionally during evenings or weekends.
- Ensure timely and accurate data entry in systems such as Salesforce, TaxSlayer, and QuickBase.
- Provide participant-level data and program updates to the Program Manager.
- Assist in preparing internal reports and summaries for grant tracking and evaluation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
101-250 employees
