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Financial Stability Associate

United Way of Pickens County
Easley, SC

Relocation expenses: Not paid

Associate
Full time
1 - 2 years of experience
Bachelor's Degree

Published on 31 Dec 2021

Expires on 31 Dec 2021

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Financial Stability Associate

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ORGANIZATION OVERVIEW

 

United Way of Pickens County fights for the education, financial stability, and basic needs of every citizen in Pickens County, SC. We are truly a "modern United Way" with two bold goals: that 70% of all 3rd graders will read at grade level by 2025 and 3,000 families will be on a path out of poverty.  We raise between $1.3 and $1.5 million annually with a diversified revenue stream.

 

OVERVIEW OF RESPONSIBILITIES

  • Collaborate with UWPC staff to develop marketing materials for VITA.
  • Conduct VITA community outreach.

 

Pathways Program:

 

-Financial Coaching

  • Provide one-on-one or small group financial coaching sessions, aimed at helping others manage their income, change financial behavior, and achieve financial goals.
  •  Build rapport with participants to cultivate trust and engagement in coaching sessions and educate participants on the value of financial coaching.
  • Assist participants in identifying and addressing current financial opportunities and challenges.
  • Develop individualized financial stability plans with participants, assist with goal-setting, money and debt management, savings, credit building, utilization of financial services and products, tax preparation, benefits screening, employment services, etc. 
  • Communicate with third parties such as collection agencies, lawyers, and lenders to verify or resolve billing/collection errors, disputes, and negotiations for participants.
  • Identify and refer participants to other community resources and services and follow up with the participant as appropriate. 
  • Effectively manage and provide reasonable participant incentives based on accomplished and measurable goals and expectations.
  • Maintain participant confidentiality at all times.

 

-Data Management and Record-Keeping

  • Conduct and coordinate comprehensive intake and assessments of individual and family participants to ensure their potential ability and commitment to program.
  • Review participant financial plans regularly to identify needs/gaps. 
  • Documents and follows up with counseling sessions to track individual progress to help the individual meet their financial goal as well as demonstrate program success.
  • Ensure participant’s physical and electronic files are accurate, up to date, and secure.
  • Track and compile outcomes of services provided.
  • Continually track established benchmarks to effectively assess participant progress.

 

 

 

Professional Development:

  •  Certify through the I.R.S. tax preparation certification process at the Advanced and Site Coordinator level.
  • Achieves Association for Financial Counseling and Planning Education (AFCPE) Certification within one year of hire date.
  • Participates in ongoing professional development training as requested.
  • Collaborate with UWPC staff to develop marketing materials for VITA.
  • Conduct VITA community outreach.

 

Pathways Program:

 

-Financial Coaching

  • Provide one-on-one or small group financial coaching sessions, aimed at helping others manage their income, change financial behavior, and achieve financial goals.
  •  Build rapport with participants to cultivate trust and engagement in coaching sessions and educate participants on the value of financial coaching.
  • Assist participants in identifying and addressing current financial opportunities and challenges.
  • Develop individualized financial stability plans with participants, assist with goal-setting, money and debt management, savings, credit building, utilization of financial services and products, tax preparation, benefits screening, employment services, etc. 
  • Communicate with third parties such as collection agencies, lawyers, and lenders to verify or resolve billing/collection errors, disputes, and negotiations for participants.
  • Identify and refer participants to other community resources and services and follow up with the participant as appropriate. 
  • Effectively manage and provide reasonable participant incentives based on accomplished and measurable goals and expectations.
  • Maintain participant confidentiality at all times.

 

-Data Management and Record-Keeping

  • Conduct and coordinate comprehensive intake and assessments of individual and family participants to ensure their potential ability and commitment to program.
  • Review participant financial plans regularly to identify needs/gaps. 
  • Documents and follows up with counseling sessions to track individual progress to help the individual meet their financial goal as well as demonstrate program success.
  • Ensure participant’s physical and electronic files are accurate, up to date, and secure.
  • Track and compile outcomes of services provided.
  • Continually track established benchmarks to effectively assess participant progress.

 

 

 

Professional Development:

  •  Certify through the I.R.S. tax preparation certification process at the Advanced and Site Coordinator level.
  • Achieves Association for Financial Counseling and Planning Education (AFCPE) Certification within one year of hire date.
  • Participates in ongoing professional development training as requested.

 

KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS

EDUCATION/REQUIREMENTS

Desirable, But Not Required
WORK ENVIRONMENT
 

OTHER DUTIES

 

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.