Financial Coach

Metropolitan Family Services • Chicago, IL

8d

About The Position

Metropolitan Family Services is hiring a full-time Financial Coach to join its Calumet Team. The role supports clients with financial coaching and related services, including entering financial assessments, reviewing budgets when clients’ employment or government benefits change, maintaining client documentation, and obtaining credit report data. The Financial Coach also prepares required reports and may provide financial workshops internally or externally. The position requires work-related driving in a personally owned vehicle and travel 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 gains or losses of employment and changes in 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 copies of credit reports, validation letters, and signed letters of consent.
• Request and enter 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 HSA contributions of $2,000 for individual coverage and $4,000 for family coverage, prorated to the benefits start date.
• Free Teladoc general medicine and behavioral health services for all team members.
• Ascensus 401(k) plan with a 4% employer match, fully vested on the first day of eligibility.

What This Job Offers

• Job Type: Full-time