Financial Empowerment Counselor

Habitat For Humanity Of Greater Orlando Inc • Orlando, FL

1d • $0 - $55,000 • Hybrid

About The Position

The Orange County Financial Empowerment Center (FEC) aims to improve the financial stability of Orange County residents by providing high-quality, one-on-one financial counseling as a public service. FEC counseling services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. The FEC is operated in partnership between Orange County Local Government and Habitat for Humanity Greater Orlando & Osceola County (Habitat Orlando) FEC partners with many government and nonprofit social services in the community to help low to moderate income residents address their financial challenges and needs and plan for their futures.

Requirements

• Passionate about the Habitat for Humanity mission and purpose.
• Strategic and critical thinker able to focus on operations, systems, and procedures.
• An entrepreneurial spirit with a demonstrated ability to take initiative, prioritize work, be highly organized and work independently and flexible in a dynamic environment.
• Foundational knowledge of personal finance pillars such as credit, savings, budgeting, and legacy planning with the ability to communicate these concepts clearly.
• Passion for learning, synthesizing ideas and integrating ideas into practice.
• Experience in meeting planning and discussion facilitation.
• A collaborative nature and ability to work within a team while maintaining accountability and responsibility for goals as an independent individual is critical.
• Ability to read and process financial documentation.
• Proficient in Microsoft Office Suite and able to use a client management database.
• Maintain confidentiality of sensitive information.
• Ability to work on multiple projects at once in a fast-paced environment.
• Strong communications and excellent writing skills with an ability to craft high quality reports, correspondence, and other materials.
• Ability to work directly with people from diverse racial, ethnic, and socioeconomic backgrounds.
• Ability to provide outstanding customer experience and a passion for assisting people.
• Knowledge of community resources or social services.
• A high level of patience and empathy.
• High school diploma or equivalent required.
• Bilingual: fluent – speak, read, and write Spanish and/or Creole
• Must obtain FEC certificate within the first 90 days and maintain annually; training provided by Habitat.
• Must obtain Anti-Money Laundering certificate within the first 90 days and maintain annually: training provided by Habitat.
• Must obtain Safeguarding certificate within the first 90 days and maintain annually: training provided by Habitat.

Nice To Haves

• Associate’s or bachelor’s degree in social work, human services, finance, business administration, nonprofit management, public administration, or a related field preferred.
• Minimum of one (1) to three (3) years of experience in financial counseling, case management, client services, social services, housing counseling, banking, nonprofit programs, or a related field preferred.

Responsibilities

• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Assess client needs and develop individual financial action plans with each client.
• Engage in ongoing follow-up with clients.
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.
• Follow required protocol and program requirements.
• Collect, track and report require data using a client management database.
• Participate in initial training and ongoing professional development training.
• Successfully complete and pass counselor training.

Benefits

• Health insurance, Gravie ICHRA – Starting employer contribution at $600
• Benefit options paid 100% for employee only
• Short-term disability
• Long-term disability
• Life insurance 1x salary up to $125,000
• Voluntary - dental, vision, supplemental life, hospitalization, critical illness, and accident coverage.
• Retirement plan with match up to 5% first of the month after 30 days
• Paid Holidays – 12 per year
• Flexible paid time off
• Telecommuting options
• Book club and engagement activities
• Wellness initiatives
• Public Service Loan Forgiveness Eligible Employer

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED