Financial Empowerment Counselor
6 days ago
Orlando
Job Description Mission Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities, and hope. Summary/Objective The Orange County Financial Empowerment Center (FEC) aims to improve financial stability in Orange County. Financial Empowerment Center counseling services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. The Financial Empowerment Center is operated in partnership between Orange County Local Government and Habitat for Humanity Greater Orlando & Osceola County. This free service is open to those who live or work in Orange County and is designed to help residents address their financial challenges and needs and plan for their futures. We are seeking a Financial Counselor to provide one-on-one financial counseling services. The Counselor will help clients with low-to-moderate incomes address various financial challenges and goals, including: • Money management and budgeting: Creating a realistic budget to achieve financial goals like building savings or planning for major purchases., • Debt reduction: Developing strategies to pay down debt and resolve delinquent accounts., • Credit building and improvement: Obtaining credit reports, filing disputes, and improving credit scores., • Accessing safe and affordable banking services: Connecting clients to appropriate banking products., • Building savings: Strategies for saving for emergencies, expenses, and long-term goals. Benefits • Health Insurance – Paid at 80% for employee only, • 100% Employer-Paid Benefits for Employee Only:, • Short-term disability, • Long-term disability, • Life Insurance: 1x salary up to $125,000, • Employee Assistance Program (EAP), • Voluntary Coverage Options:, • Dental, vision, supplemental life, hospitalization, critical illness, accident coverage, • Retirement Plan: Employer match up to 5%, eligible first of the month after 30 days, • Paid Holidays: 12 annually, • Flexible Paid Time Off, • Employee Wellness Initiatives, • Staff Enrichment & Engagement Programs, • 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 requirement., • 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., • 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., • 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. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. This role also works in various indoor and outdoor conditions at community events. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands, reach with hands/arms, listen, and communicate. The employee must be capable of lifting and/or moving up to 25 pounds on a necessary basis and will occasionally be required to stand and walk for extended periods of time consistent with a typical office environment. Position Type/Expected Hours of Work This is a full-time, salaried position and the office hours of operation are Monday through Friday, 8a.m. to 5 p.m. Some early mornings, evenings and weekends may be required. Required Education and Experience • Bachelor’s Degree from an accredited college and/or two years of experience of relevant working in financial counseling/coaching, financial education, social service delivery, community engagement/outreach., • Must be fluent in speaking, reading, and writing in English and Spanish or English and Creole., • Experience in financial counseling: knowledge about credit, debt, and money management; savings and investment options; and safe financial products and services., • Must successfully complete counselor training as defined by the national Financial Empowerment Center Training Standards within the first 60 days; training provided by Financial Empowerment Center, • Must obtain and maintain an annual Anti-Money Laundering certificate within the first 30 days: training provided by Habitat., • Must obtain and maintain annually Safeguarding certificate within the first 30 days: training provided by Habitat., • Previous experience in case management, social service, and non-profit experience preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Office Locations: 4116 Silver Star Rd. Orlando, FL 32808, this position will also work in Orange County community centers, and locations throughout Orange County. To Apply: Please visit our website at to apply. All resumes will be reviewed upon receipt. Habitat for Humanity Greater Orlando & Osceola County, Inc. is an equal opportunity employer and seeks to employ and assign the best qualified personnel for all our positions in a manner that does not unlawfully discriminate against any person because of race, color, religion, gender, marital status, age, national origin, physical or mental disability, sexual orientation, veteran/reserve national guard status, or any other status or characteristic protected by law. Habitat Greater Orlando & Osceola County Core Values WE... leads our core values as WE are a team operating together. WE are the foundation that the core values are built upon; these values do not apply to or represent just one of us -- they apply to all of us. Only as a team will we succeed. Deliberate • Planful – You look forward and work not only on what is in front of you, but also what is on the horizon., • Measured – You pay attention to the little details that make a big difference., • Candid – You point out issues, along with possible solutions., • Transparent – You own your mistakes and learn from them., • Empowered – You accept the independence and responsibility to excel., • Creative – You integrate process improvements and innovations into project enrichment., • Positive – You embrace opportunities to positively elevate others., • Fun – You work hard...but have fun doing it., • Diligent – You are mindful about the details and show care and enthusiasm for big and small projects alike., • Dedicated – You champion perseverance in all that you do., • Driven – You make sure that the job gets done even when there are obstacles or tight deadlines.