Asset Building Coordinator

IRC Job Overview:

The Asset Building Coordinator will work together with the larger Financial Capabilities team through an integrated approach to help refugees to thrive financially in the U.S. This person will be responsible for recruiting and working with refugee clients to build net worth through the provision of Individual Development Accounts (IDA) and home down payment assistance (DPA) programs. The Asset Building Coordinator will help refugees and new Americans acquire assets through coordinating asset-specific training and technical support, establishing savings accounts, reaching savings goals, and purchasing assets. The Coordinator will coordinate day-to-day communication with program partners and funders managing program elements of the relationships. This is a full time, regular term position.

Responsibilities:

· Coordinate with the IRC SLC Financial Capabilities and Small Business teams on internal and external outreach to recruit suitable, eligible participants and act as the principal advocate for asset building programming internally and externally;

· Coordinate, adapt, and deliver financial education programs and services;

· Support Senior Financial Capabilities Coordinator in administering Individual Development Account (IDA) and Down Payment Assistance (DPA) programs;

· Coordinate and provide one-on-one consultations and coaching to help participants with personal financial matters;

· Work with clients to review personal credit history and support credit improvement activities;

· Document in detail, eligibility for each program, enrollment, and disbursement information for program participants;

· Work with Senior Financial Capabilities Coordinator to gather data, and prepare reports for funders;

· Participate in financial capability program development through assisting with grant applications, donor prospecting, and strategic planning;

· Coordinate proper disbursement of match savings and down payment assistance for asset purchase and provide technical assistance around the purchase;

· Ensure that all training requirements are met for participants in budgeting, cash management, savings, investment, and credit building;

· Assist IDA participants in understanding the Savings Plan Agreement and in establishing their account at the qualified financial institution;

· Track IDA deposits and work closely with the Senior Financial Capabilities Coordinator and IRC SLC finance team to ensure IDA match and disbursement requirements are met;

· Ensure that participants complete required asset-specific training through referral and follow up, as well as direct technical assistance;

· Work with participants to ensure retention and regular deposits to reach savings goals;

· Other related duties as assigned.

JOB REQUIREMENTS: Education:

· Undergraduate degree, or equivalent experience, in Business, Small Business Development, Finance, Entrepreneurship, Education, or related field.

Work Experience:

· 2 years of professional experience working in finance field providing basic financial literacy preferred.

· HUD home counseling certification and financial coaching certification strongly preferred.

· Knowledge and experience with financial topics, including budgeting, cash management, savings, investment, banking, and credit building.

· Prior experience in IDA management or HUD housing assistance highly desirable.

· Experience supervising staff; preferably within a social services environment;

· Experience managing grant-funded programs, especially federally-funded programs, strongly preferred;

· Experience working in a direct service role preferred;

· Experience and training in trauma-informed and person-centered services;

Demonstrated Skills & Competencies:

· Strong organizational skills including: multi-tasking, prioritizing, planning, and effective time management.

· Ability to work independently as well as on a close, collaborative team.

· Fluency in written and spoken English, with bi-lingual ability preferred.

· Ability to communicate with limited-English speakers, and demonstrated multicultural experience.

· Competency in Microsoft Office required; additional technical skills an asset;

· Valid driver’s license, active insurance policy and access to reliable transportation.

Key Working Relationships:

Position Reports to: Senior Financial Capabilities Coordinator

Position Directly Supervises: Asset Building Specialist.
May supervise: AmeriCorps members, Summer Associates, Interns, and Volunteers as needed

Work Environment:

· Standard office work environment along with travel in and around the service delivery area

· Flexibility to work some Saturdays and some weekday evenings as needed to support programming.

COVID-19 Vaccination Requirement: In accordance with IRC’s duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires candidates who are selected for interview to furnish proof of vaccination against COVID-19 in order to be considered for this position.**

Commitment to Diversity and Inclusivity: IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.**

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.**

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 $120 per month, dental starting at $7 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.