Financial Management Services Budget Housing Coach - Traverse City

Purpose:

To strengthen NMCAA communities by empowering people to improve the quality of their lives through client advocacy, casework and education, and Financial Management Services public relations.

Essential functions:

Customer Advocacy and Casework

• Evaluate customer need for Financial Management Services (FMS) program by phone, walk-in, or appointment.

• Conduct pre-screening and application processing for Financial Management Services program.

• Maintain an understanding of all programming to provide a referral. Provide customer with extensive case-management assistance, maintenance of customer files in database complete with case notes as appropriate in one or more of the following areas in partnership with other Budget/Housing Counselor:

• • Case management Budget Counseling
  • Homeownership (first-time homebuyer)

```{=html} ``` - HUD Comprehensive Housing Counseling Program - MSHDA Homeownership Counseling Program ```{=html} ``` - - Family Self-Sufficiency (FSS) - Individual Development Account (IDA) - Foreclosure Prevention Counseling - Support to homeless prevention case management

• Populate/maintain client billing databases and tracking.

***Financial Management Services Public Relations***

• Responsible for promoting good public relations in the community through public speaking to inform the general public of NMCAA services.
• Present at outreach activities in the community; for example, Saturday Specials and Project Connect, program presentations, booths at fairs or expos, and educational sessions.
• Utilize media (newspaper, radio, TV) and distribute/publish PR materials as needed for promotion of Financial Management Services Programs and Workshops.
• Maintain regular contact with customer groups and/or groups representing customer needs assessment and feedback on Financial Management Services Programs.

***Customer Education***

• Teach courses in Financial Fitness Curriculum and Homeownership including pre-purchase for first-time homebuyers, financial management and home maintenance workshops monthly.
• Review/update curriculum annually with FMS staff.
• Manage educational environment including attendance records, evaluations, and special events.
• Distribute financial management and housing packets.

***Other***

• Participate in staff meetings and training sessions as required.
• Meet all relevant ROMA performance targets and goals and objectives of the Agency's CSBG Work Plan, or other service contracts.
• Submit Programmatic reports as required.
• Complete other duties as requested.

**Minimum Education:** BA in human services field, or equivalent.   **Minimum Skills Required:**

• Experience with low-income and/or at-risk individuals with low-income financial issues or homeownership counseling/ education. 

• Utilize excellent communication skills in individual and group settings, good organizational skills, self-motivated, able to multi-task, ability to work independently and as an effective team member and have a commitment of the NMCAA mission.