Financial Coach

Metropolitan Family Services • Chicago, IL

7d

About The Position

Metropolitan Family Services is hiring a full-time Financial Coach for its Calumet Team. The role supports clients receiving financial and related services by maintaining financial assessments and client records, reviewing budgets, preparing reports, obtaining credit-report information, and providing financial workshops. The position requires driving a personally owned vehicle for work and traveling between sites.

Requirements

• Bachelor’s degree.
• At least 2 years of related experience working with individuals or families receiving case management and workforce development services.
• Excellent computer skills, including demonstrated proficiency with Microsoft Office Suite, web-based data, and case management tracking systems.
• Ability to drive for work using a personally owned vehicle and travel between sites.
• Client-centered and mission-driven approach.
• Adaptability.
• Goal-oriented and solution-focused approach.
• Self-reflective and receptive to feedback.
• Collaborative approach.
• Positive demeanor.
• Trustworthiness and accountability.

Nice To Haves

• Previous experience with asset building.

Responsibilities

• Enter initial and supplemental Combined Financial Assessments (CFSs) into the appropriate system.
• Conduct budget reviews for clients whose employment status or government benefits change, including changes in employment or wages.
• Prepare required internal and external reports, including analytical reports and audits for governmental agencies and other funding sources.
• Create and maintain client folders for all CWF clients, including credit reports, validation letters, and signed letters of consent.
• Request and input TransUnion credit-report data and scores for every financial client at least once every six months or as needed.
• Provide financial workshops internally or externally, as requested.
• Perform other duties as assigned.

Benefits

• Medical coverage.
• Dental coverage.
• Vision coverage.
• Metropolitan Family Services contributions of $2,000 to individual and $4,000 to family HSA accounts, prorated to the benefits start date.
• Free general medicine and behavioral health Teladoc services for all team members.
• Ascensus 401(k) plan with a 4% employer match, vested at 100% on the first day of eligibility.

What This Job Offers

• Job Type: Full-time