Financial Education Specialist

International Rescue Committee • San Diego, CA

3d • $24 - $27 • Hybrid

About The Position

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. IRC Background: The IRC’s Center for Financial Opportunity (CFO) helps newly arrived refugees and other low-income individuals reach self-sufficiency by finding entry-level employment and progress to living wage jobs, learn basic financial management skills and build assets, and start small businesses. Job Overview: The Financial Education Specialist will support the IRC’s Financial Education Programs through the coordination of Communities in Action, and other Financial Capability programming activities to clients, leading financial education trainings and workshops, conducting individual assessments to measure financial capability, case management, debt navigation and credit repair mentoring, and providing stabilization support services to help low-income East County residents to achieve and maintain economic self-sufficiency. The Financial Education Specialist will also play an active role in providing access to consumer loans to IRC clients through IRC’s Community Development Financial Institution (CDFI).

Requirements

• Undergraduate degree in a related field strongly preferred; or mix of equivalent years of related work experience and education;
• 1+ years’ experience in the non-profit sector strongly preferred;
• 1+ years proven experience with client counseling, case management, or coaching required;
• Previous multi-cultural experience and demonstrated ability to communicate well with people of multifaceted backgrounds required;
• Prior experience working with refugee and low-income populations preferred;
• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling required;
• Ability to work independently, be a self-starter and maintain responsibility for multiple tasks;
• Excellent organizational skills;
• Strong written and verbal communication skills, including ability to make presentations and provide one-one-one coaching in English and other relevant language(s);
• Proficiency in English and an additional language relevant to current refugee or immigrant populations required (Arabic, Dari/Pashto, Swahili or Haitian Creole preferred);
• Standard office environment, including the current hybrid mode of remote work within San Diego County and required in-office days, and some ‘field’ time within the service delivery area to perform the above outlined responsibilities. Office working environment is subject to change based on organization/business need.
• May require occasional weekend and/or evening work.
• Offices hours are scheduled as Monday-Friday, 8:30am-5pm.
• Access to a reliable vehicle to travel throughout the service delivery area with a valid driver's license and current insurance required.

Responsibilities

• Screen, assess, and enroll interested participants for program eligibility and participation.
• Through IRC’s Communities in Action program, conduct individual case management and provide necessary support services or internal referrals to employment, career development, transportation, micro-enterprise of external programs as appropriate.
• Ensure that information required for program eligibility and reporting purposes is collected and that accurate records are maintained, including case files and client data entry across multiple databases.
• Ensure vital steps are taken to acquire relevant data in a timely fashion; follow-up with all clients at a minimum of every 90 days and record all contacts with case notes;
• Attend regularly scheduled meetings with other IRC staff, volunteers, and program partners as part of the review, evaluation and program maintenance process;
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results;
• Support the implementation of financial literacy workshops ensuring that all training requirements are met for participants in budgeting, cash management, savings, and credit building in budgeting, banking and creditand administer pre- and post-assessments;
• Increase participant knowledge of financial services and credit offerings;
• Collaborate with other IRC departments to ensure effective integration of financial education and coaching;
• Assist program participants with effectively accessing mainstream financial services, including opening bank accounts, establishing savings, and building credit;
• Support debt navigation coaching sessions with an emphasis and the creation of a debt navigation plan, debt prioritization, debt supports, and debt consolidation;
• Support IRC clients in accessing capital from IRC’s CDFI through the facilitation and submission of auto, education and training, work support, or credit building applications;
• Accurately track participant attendance, data, follow-up services, and outcomes in ETO and Salesforce;
• Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings;
• Follow all programmatic, contractual, donor requirements and IRC standards of practice;
• Participate and attend community of practice (COP) calls for financial coaches;
• Participate in financial capability wide events and initiatives;
• Other related duties as assigned;

Benefits

• We offer a comprehensive and highly competitive set of benefits.
• In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $163 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees