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CA$H Greater Portland Financial Education and Asset Building (FEAB) Specialist

Portland, ME

Relocation expenses: Not paid

Associate
Part time, Temporary

Published on 5 Feb 2022

Expires on 5 Feb 2022

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CA$H Greater Portland Financial Education and Asset Building (FEAB) Specialist

ORGANIZATION OVERVIEW

United Way of Southern Maine serves the 500,000 residents of York and Cumberland Counties. 

Be a part of the change!

Join a team of committed, results-oriented, and successful professionals who work to support and advance United Way of Southern Maine’s (UWSM’s) mission to improve people’s lives by mobilizing the caring power of our community.

General Summary

Under general supervision of the Senior Manager, Financial Stability, this part-time (~16 hours per week), year-round, grant-funded position will act as the lead in overseeing the financial education components of CA$H Greater Portland. This includes supporting the free tax preparation process during tax season and expanding financial education and asset building services to a year-round model.

CA$H Greater Portland (Creating Assets, Savings and Hope) is an initiative of United Way of Southern Maine in partnership with the Greater Portland CA$H Coalition, community leaders and industry experts working together to help individuals and families to achieve long-term financial stability.

CA$H free tax preparation services are offered virtually and in-person, where IRS tax-law certified volunteers prepare and file federal and state income taxes for eligible clients. Participants often learn that they qualify for tax credits, like the Earned Income Tax Credit or Child Tax Credit, which can put thousands of dollars back into their pockets. Opportunity Guide volunteers help tax clients with the intake process and connect them with financial education tools and community resources that can help them make the most of their money.

The FEAB Specialist is responsible for managing in-person and virtual volunteer Opportunity Guides and assisting with the implementation of CA$H financial stability strengthening initiatives, focusing on client financial literacy and data collection. Outside of tax season, the FEAB Specialist will create ongoing volunteer opportunities and support expansion of financial stability services in the community.

Essential Functions

  • Provide high-quality assistance to all tax site clients, regardless of sex, race, color, national origin, disability, or age, while maintaining the highest level of client confidentiality. 
  • Attend the limited in-person tax preparation events and manage a team of on-site and virtual Opportunity Guide volunteers throughout the year.
  • Ensure CA$H Maine Intake sheets are collected for all clients and input data captured into the statewide system.
  • Coordinate set-up and break-down financial and asset building resource materials and displays at in-person tax events.
  • Ensure IRS quality site requirements are in place and volunteer standards of conduct are followed by all volunteers at in-person events.
  • In collaboration with the Tax Site Coordinator, manage and track the flow of clients through each phase of tax preparation for in-person and virtual clients.
  • Manage client process for financial education and asset building by connecting clients with Opportunity Guides, tracking client progress and providing client follow-up and warm handoffs to partners. 
  • Along with Opportunity Guides, conduct one-on-one conversations of a sensitive nature with clients while providing financial support and resources.
  • Outside of tax season, this position will help UWSM pilot new initiatives to expand services for current CA$H clients; support CA$H partners to add new services for their clients and research and explore models for program expansion.
  • Develop pilot programming for FEAB services in conjunction with Corporate and community partners.
  • Keep UWSM staff aware of progress and outstanding questions or concerns.
  • Promote and advocate for the mission of CA$H Greater Portland and United Way of Southern Maine.

UWSM, CA$H Maine, and the IRS will provide robust training. Additional requirements include the IRS VITA Standards of Conduct (must pass certification test), Intake/Interview & Quality Review training (must pass certification test), and UWSM Opportunity Guide training attendance.    

Preferred Education

Bachelor’s degree or foreign equivalent, or equivalent in relevant work-related experience

Required Skills and Experience

  • 3-5 years of professional experience within financial literacy programs, community, or non-profit environments.
  • Demonstrated commitment to community change work.
  • Strong understanding of financial stability fundamentals.
  • Ability to communicate clearly with the public in a friendly, helpful, and supportive manner.
  • Effective English verbal and written communication skills.
  • Ability to manage several projects simultaneously and stay focused and organized in a fast-paced and stimulating environment.
  • Strong attention to detail and problem-solving skills.
  • Excellent knowledge of office equipment (i.e., copiers, computers, etc.) and comfort working with Microsoft Office Suite.
  • Enthusiastic individual who exhibits a positive attitude and willingness to motivate others.
  • Ability to interact with and work well with diverse populations and a wide variety of people.
  • Volunteer management experience preferred.
  • Fluency in second language preferred.
  • Strong sense of ethics, discretion, trustworthiness, and honesty, always representing CA$H Greater Portland and UWSM in a positive manner and maintaining the highest-level of client confidentiality. 
  • Demonstrates UWSM’s Core Values in all internal and external interactions.

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.  UWSM’s COVID-19 Policy requires employees to be fully vaccinated against COVID-19 (or received a reasonable accommodation) prior to their start date. We are currently operating in a hybrid work environment, mostly remote (work-from-home) with limited in-person activities.

Position Type/ Expected Hours of Work

This is a non-exempt, part-time, temporary hourly position (approximately 16 hours/week) that will commence with training in late January 2022 and continue for one year. It is possible the position will be extended, if funding allows.  This position is not benefits-eligible.

Between January 21, 2022, through April 15, 2022, the Financial Education and Asset Building Specialist’s schedule includes time outside the normal business day including evenings and select Saturdays from 8:30 am - 3:30 pm in support of in-person tax preparation events as COVID-19 protocols allow. Most of the work will be performed remotely except for 3-5 potential in-person tax preparation events.

Travel

None

UNITED WAY CORE COMPETENCIES FOR ALL STAFF
●    Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations.
●    Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
●    Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
●    Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
●    Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Why choose United Way of Southern Maine?

Advancing the common good is about helping one person at a time, and about creating community change that benefits every member of the community. We are all connected and interdependent; we all win when a child succeeds in school, when families are financially stable, and when people are healthy.

We have a staff of 40 dedicated employees to help us achieve our goals and fulfill our mission: To improve people’s lives by mobilizing the caring power of our community. To support the great work of our employees, we offer a competitive salary and a robust benefits package including health and dental insurance, a 403 (b) plan, life insurance, generous paid vacation, holiday, and sick time off.

Additionally, United Way of Southern Maine offers:

  • Convenient and central Portland and Kennebunk locations with free parking
  • Tuition assistance and opportunities for professional development
  • Wellness resources and Employee Assistance Program access
  • Personal and floating holidays
  • Paid volunteer time off
  • An excellent team of top-notch professionals that share your passion for strengthening our community

United Way of Southern Maine is committed to seeking and sustaining a culturally and ethnically diverse environment and to the principles that promote inclusive practices. We are dedicated to building a diverse staff with expertise and interest in serving our communities and encourage persons of all types of diversity to apply.

United Way of Southern Maine has identified a set of Core Values that are our essential tenets. These define and describe who United Way of Southern Maine will endeavor to be in all situations, both internal and external.

At United Way of Southern Maine we are:

  • Community Centered
  • Results Focused
  • Intentionally Collaborative
  • Committed to Excellence
  • Leading with Integrity

Applications will be reviewed as received for early February start date. Please submit a cover letter and resume to Human Resources at hr@uwsme.org.