Financial Coach; Bilingual-Spanish​/English

Financial Coach (Bilingual-Spanish/English)

This position provides low to moderate income eligible families in the SER Center for Working Families with financial advice and coaching that contributes to the families’ financial stability and asset-building capabilities.

$19.00/hr – $21.00/hr

The Bilingual Financial Coach will provide financial advice and coaching to eligible families, helping them build financial stability and achieve financial goals through education, counseling, and partnership with community resources.

• Facilitates financial education workshops on money management, credit, banking, mortgages, and home buying.
• Conducts intake and individual counseling on credit, debt management, savings, budgeting, home ownership assistance, foreclosure intervention, and related topics.
• Assists participants in developing personal financial plans to meet their goals.
• Exposes participants to financial products and services such as check cashing alternatives and affordable housing products.
• Assists participants in devising debt liquidation plans with payoff priorities and timelines.
• Provides information on Individual Development Accounts (IDAs) and assists with the application process.
• Maintains follow-up contact with participants on matters discussed in counseling sessions.
• Refers participants to community or financial agencies to obtain services outlined in financial plans.
• Creates and maintains partnerships with financial institutions, real estate agencies, lending institutions, financial industry professionals, and community-based organizations.
• Maintains program database and performs program reporting.
• Represents the organization in community forums and conducts program presentations.
• Performs other duties that contribute to the program’s team effort.

• Bachelor’s degree in business administration, finance, or related field.
• Two to four years of related experience in personal financial education, homebuyer education, and/or foreclosure intervention counseling preferred.
• Bilingual language skills in English/Spanish required.
• Strong interpersonal skills.
• Mental ability to handle pressures related to dealing with multiple individuals from diverse backgrounds.
• Valid Michigan Driver’s License and reliable transportation.

Must be able to lift a minimum of 10 pounds and frequently stand, walk, sit for extended periods of time while operating office equipment such as a computer and telephone.

Normal office environment with moderate noise and exposure to dust and dirt. Uses standard office equipment such as a computer, telephone, photocopier, filing cabinets and fax machine.

This job description is intended to describe the general nature and level of work performed by a person assigned to this job. It is not to be construed as an exhaustive list of all job duties and responsibilities that may be performed by a person so classified. Duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.

Entry level

Full-time

Finance and Sales

Professional Training and Coaching