Financial Empowerment Coordinator

LaCasa, Inc. • Elkhart, TX

7d • Onsite

About The Position

The Financial Empowerment Coordinator is a key contributor to the success of Lacasa’s Financial Empowerment Center, ensuring that clients experience a smooth and supportive journey from initial contact through program participation. This position is responsible for coordinating client intake, maintaining accurate documentation, and supporting service delivery across a range of financial empowerment programs—including housing counseling, financial coaching, financial empowerment education, auto lending, and Individual Development Accounts (IDAs). Acting as a bridge between clients and certified counselors, the Financial Empowerment Coordinator helps eliminate barriers, improve access, and uphold the high-quality standards of HUD-compliant services.
Guided by Lacasa’s core values—Respect Human Dignity, Work Together, Pursue Excellence, and Build to Last—the Financial Empowerment Coordinator plays a foundational role in helping individuals and families gain access to important financial capabilities programs.

Requirements

• Associate degree in education, business, finance or related field preferred. A combination of work experience that has provided the necessary knowledge and skills to fulfill the requirements of this position may be considered.
• Ability to handle sensitive and confidential data with integrity.
• Excellent clerical and computer skills: proficient or advanced skills in Microsoft Suite and Zoom.
• Experience and record of success with data management.
• Records management principles and practices, and research methods and techniques.
• Basic budget and math skills.
• Maintain impartiality and objectivity in all client interactions, empowering clients to make informed, unbiased decisions.
• Demonstrate excellent verbal and written communication skills; able to communicate complex ideas simply and succinctly.
• Exhibit a problem-solving attitude and a focus on solutions.
• Maintain working knowledge of all Lacasa’s services.
• Build positive relationships with individuals from diverse backgrounds and education levels.
• Maintain punctuality and flexibility with scheduling.
• Produce high-quality, timely, detail-oriented work.
• Represent Lacasa positively in all interactions with staff, clients, and the public.
• Maintains professionalism and flexibility in fast-paced, changing environments. Responds constructively to feedback, shifting timelines, or unexpected challenges.
• valid driver’s license and reliable transportation required (mileage reimbursement provided).

Nice To Haves

• Bilingual (English/Spanish) preferred.

Responsibilities

• Manage the intake process for Financial Empowerment Center (FEC) programs, including distributing, receiving, and reviewing inquiries and applications.
• Verify client eligibility before scheduling appointments with Housing Counselors and Financial Coaches.
• Refer ineligible cases to other departments or agencies better suited to meet the client's needs.
• Support the administration and delivery of additional financial empowerment programs as assigned.
• Assist with document translation and provide interpretation during client appointments to ensure effective communication.
• Help coordinate and facilitate group education workshops under the Master It Series (topics include homeownership, money management, credit building, and debt management) and collaborate with the team on updates and revisions.
• Maintain timely and accurate documentation of all client activity in the designated Client Management Systems (CMS), in accordance with HUD, funders, and internal guidelines.
• Enter all client activity data promptly and accurately into the appropriate Client Management Systems.
• Work effectively with departments such as Finance, Real Estate Development, and Community Building & Engagement to support grant-funded initiatives.
• Participate in professional development and training opportunities as requested by supervisor.
• Attend Lacasa’s annual meeting and monthly all-staff meetings.

Benefits

• 9 paid holidays
• Medical, Vision, Dental
• Vacation & Sick Time
• Health Savings Account
• Life Insurance (paid for by Lacasa)
• 403(b) retirement (plus match opportunities)
• EAP- Employee Assistance Program
• Employees selecting Health Insurance are eligible for an HSA funded by Lacasa.
• At the completion of initial 90-day period Lacasa contributes 3% of your salary towards your 403b. In addition, beginning with the second year of employment, Lacasa will match voluntary contributions of regular full-time employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree