Financial Empowerment Coordinator

Job Title

Financial Empowerment Coordinator

FLSA Classification:
Hourly/Non-Exempt

Position Status:
Full Time

Department:
Financial Empowerment

Work Location:

In person, Elkhart on Main Street

Supervisory Responsibilities:

No

Reports To:

Financial Empowerment Manager

• 9 paid holidays
• Medical, Vision, Dental
• Vacation & Sick Time
• Health Savings Account
• Life Insurance (paid for by Lacasa)
• 403(b) retirement (plus match opportunities)
• EAP
  - Employee Assistance Program

The Financial Empowerment Coordinator is a key contributor to the success of Lacasa’s Financial Empowerment Center, ensuring that clients experience a smooth and supportive journey from initial contact through program participation. This position is responsible for coordinating client intake, maintaining accurate documentation, and supporting service delivery across a range of financial empowerment programs—including housing counseling, financial coaching, financial empowerment education, auto lending, and Individual Development Accounts (IDAs).

Acting as a bridge between clients and certified counselors, the Financial Empowerment Coordinator helps eliminate barriers, improve access, and uphold the high-quality standards of HUD-compliant services.

Guided by Lacasa’s core values—Respect Human Dignity, Work Together, Pursue Excellence, and Build to Last—the Financial Empowerment Coordinator plays a foundational role in helping individuals and families gain access to important financial capabilities programs.

Service Delivery

• Manage the intake process for Financial Empowerment Center (FEC) programs, including distributing, receiving, and reviewing inquiries and applications.
• Verify client eligibility before scheduling appointments with Housing Counselors and Financial Coaches.
• Refer ineligible cases to other departments or agencies better suited to meet the client's needs.
• Support the administration and delivery of additional financial empowerment programs as assigned.
• Assist with document translation and provide interpretation during client appointments to ensure effective communication.
• Help coordinate and facilitate group education workshops under the Master It Series (topics include home ownership, money management, credit building, and debt management) and collaborate with the team on updates and revisions.

Record Keeping

• Maintain timely and accurate documentation of all client activity in the designated Client Management Systems (CMS), in accordance with HUD, funders, and internal guidelines.
• Enter all client activity data promptly and accurately into the appropriate Client Management Systems.

Cross-Functional Collaboration

• Work effectively with departments such as Finance, Real Estate Development, and Community Building & Engagement to support grant-funded initiatives.

Other Expectations

• Participate in professional development and training opportunities as requested by supervisor.
• Attend Lacasa’s annual meeting and monthly all-staff meetings.

Education

Associate degree in education, business, finance or related field preferred. A combination of work experience that has provided the necessary knowledge and skills to fulfill the requirements of this position may be considered.

Experience

• Ability to handle sensitive and confidential data with integrity.
• Excellent clerical and computer skills: proficient or advanced skills in Microsoft Suite and Zoom.
• Experience and record of success with data management.
• Records management principles and practices, and research methods and techniques.
• Basic budget and math skills.
• Bilingual (English/Spanish) preferred.

Performance Factors

• Maintain impartiality and objectivity in all client interactions, empowering clients to make informed, unbiased decisions.
• Demonstrate excellent verbal and written communication skills; able to communicate complex ideas simply and succinctly.
• Exhibit a problem‑solving attitude and a focus on solutions.
• Maintain working knowledge of all Lacasa’s services.
• Build positive relationships with individuals from diverse backgrounds and education levels.
• Maintain punctuality and flexibility with scheduling.
• Produce high‑quality, timely, detail‑oriented work.
• Repr…