Asset Building Specialist

Job Type

Full-time

Description

POSITION: Asset Building Specialist

JOB CLASS/GRADE: Coordinator 1;
Specialist 2/Grade 7

WAGE: Starting at $52,488 per year based on experience

FLSA; EEO; WC: Non-Exempt;
Professional; 8864

LOCATIONS: IRCO Main Office, 10301 NE Glisan St Portland OR 97220,

Hybrid schedule

FTE; FT/PT; STATUS : 1.0 FTE;
Full-Time with Benefits;
Regular

NUMBER OF POSITIONS: (1)

APPLY AT: (Use the "Apply for this Job" box below)..org

STATUS: Full-Time with Benefits

PROGRAM(S): Individual Development Account / Business Technical Assistance

SECTOR: Economic Development

REQUIREMENTS: Must possess a valid driver's license, current auto insurance and have full use of an automobile

during work hours.

English fluency required, bilingual preferred.

Minimum of two years of experience with Small Business

Technical Assistance and/or Individual Development Accounts programs.

This job announcement is intended to describe the general nature and level of work being performed in this job. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

Program Summary
The Small Business Technical Assistance (SBTA) and the Individual Development Account (IDA) programs provide services in Multnomah, Washington, and Clackamas Counties to small business owners and or startups. Assist participants with technical assistance and problem-solving skills to access available resources and/or to accomplish their business goals. Provide financial education and specific training for education, home ownership, asset-owned vehicles, and small businesses.

Position Summary
The Asset Building Specialist works with the Small Business Technical Assistance (SBTA) and/or Individual Development Accounts (IDA) programs. Provides expert assistance and support to clients, addressing their needs, resolving issues, and ensuring high-quality service delivery in areas like finance, accounting, and business operations. Responsible for organizing and leading the internal and external program activities and basic project management activities.

Essential Functions

• Adhere to program, agency and federal legal policies on client confidentiality.
• Provide comprehensive, community-aware approach, and linguistically business coaching and business Technical Assistance (TA) to clients. Business coaching and business technical assistance services include support around market analysis, business plan and business development, business registration and licenses, childcare business and general businesses, business relief grant application, retail space, leasing, professional referrals, matching funds for business, education, and/or emergency services, etc.
• Serve as a business liaison for clients and service providers.
• Provides interpretation and translation as able and as needed.
• Protect clients' privacy and follow agency and funder confidentiality policies.
• Maintain up-to-date client records in case files, in IRCO's database, and/or in any funder-required client and reporting databases.
• Engage in outreach and community engagement activities.
• Attend and complete the training as required (e.g., some training might require certifications).
• Organize activities according to an agreed upon plan with their supervisor.
• Facilitate program referral and activities.
• Assist clients providing transportation services (e.g., for opening their bank accounts, bank accounts closures, vehicle purchase, etc.)
• Participate in outreach and educational activities in communities, attend meetings and conferences.

Secondary Functions

• Stay involved with community gatherings to promote the program services and to recruit new and eligible clients for the program services.
• Assist clients to study the training materials provided prior to attending the scheduled training together with clients.
• Conduct financial education classes.
• Availability to work occasional evening and weekend hours.
• Perform other duties as requested.

Requirements

Education & Experience

MINIMUM JOB SPECIFIC QUALIFICATIONS:

• Must be proficient in Microsoft Office, Microsoft Excel and online platforms.
• Ability to effectively present information and respond to questions from management staff, other employees, participants and people from…