Take Charge Coordinator

The Retreat•East Hampton, NY

10h•Onsite

About The Position

The Take Charge coordinator is responsible for providing personalized initial intakes for residential and non-residential clients. The Take Charge coordinator helps clients with finances, budgeting, job search, debt settlement and drafting resumes.

Requirements

Ability to work with individuals in crisis.
Must possess a high level of competency in organizational skills, interpersonal communication, and relationship building.
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Drive.
Ability to work as a supportive team member, coordinating feedback and knowledge.
Fingerprint clearance and valid NYS Driver's License required.

Nice To Haves

High School or GED preferred.
Bilingual proficiency (Spanish/English) preferred.

Responsibilities

Providing Take Charge Budgeting Worksheets to clients post-intake
Providing Banking applications and direct contacts, along with Letters of Residency and related documents, post-intake
Helping clients create Credit Karma accounts, post-intake; providing other information on credit repair, post-intake
Helping clients email and/or print those credit reports for further review with the Coordinator
Helping clients write letters of dispute or debt settlement letters using TC models
Providing clients with Job Search and Resume Building tools using TC materials
Providing numerous electronic source materials, such as the Allstate Curriculum for financial education
Helping clients navigate Job Sites when necessary
Supporting clients in drafting their resumes
Streamlining and reformatting client resumes following the Coordinator's review
Introducing clients to local staffing agency as appropriate
Connecting clients with Retreat sources/partners, such as Bright Horizons, ESBOCES, the Women's International Scholarship Program (WISP), and more
Attending weekly Team Meeting
Supporting Coordinator 1-2 times per year in developing groups of old and new Workshop presenters, including contacting recommended presenters; updating the Excel or Word report of past presenters with contact information and topics; contacting and scheduling those presenters for future workshops; creating engaging separate announcement posters for Shelter and also Outreach clients; reminding Outreach clients of dates, etc.; informing Team and other Retreat staff of workshop schedules
Creating and administering Post-Workshop Surveys (based on KSAB--Knowledge, Skills, Attitudes, and Behaviors); providing a report of Survey results
Generating Internal Referrals for Shelter and/or Outreach clients
Updating the database of all Take Charge Outreach clients; updating the Client Intake Tracking Spreadsheet