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Financial Education Specialist

from International Rescue Committee
Closing date: 28 Feb 2019

Founded in 1933 to respond to the world’s worst humanitarian crises, the International Rescue Committee, Inc. (IRC) helps people whose lives and livelihoods are shattered by conflict and disaster to survive, recover, and gain control of their future. The IRC in NY offers refugee and asylee families a set of holistic services that include case management, employment assistance, immigration legal services, and educational programs for both youth and adults.

As a pillar of IRC’s model, the Education and Learning (E&L) unit uses a comprehensive approach to empower the entire family to progress in their journey from surviving to thriving in the U.S. E&L programs enable refugee and asylee children, youth, and adults to:

  • Access and succeed in appropriate educational opportunities
  • Positively transition to social, family, and economic life in the U.S.
  • Gain knowledge and skills to advance their livelihood and engage civically

Financial Education and Coaching, as part of the E&L services, links IRC’s Economic Empowerment programs and adult education programming to ensure that clients are able to achieve financial stability and growth in their new lives in the United States.

Job Overview/Summary:

Under the supervision of the Education and Learning Manager, the Financial Education Specialist will support the IRC’s Financial Education Programs through the coordination of financial education services to clients, leading financial education trainings and workshops, providing one on one coaching and facilitatingaccess to supplementary services including IRC’s Center for Economic Opportunity (CEO), a Community Development Financial Institutions (CDFI) lending program operated under a master Management and Administrative Services Agreement between the IRC and CEO., in order to help refugees, asylees and other newly arrived immigrants in New York City to achieve and maintain economic self-sufficiency.

Major Responsibilities:

  • Assist in the outreach and recruitment of program participants; screen and assess interested participants for program eligibility and participation
  • Provide one-on-one counseling and coaching to help program participants develop financial plans, increase assets, reduce debts, and establish positive credit histories. Refer program participants to employment, and career development programs as appropriate.
  • Conduct financial education training sessions and administer pre- and post-assessments. Assist program participants with accessing mainstream financial services, including off-site visits to open bank accounts and apply for credit cards
  • Underwrite and package consumer loan applications for the CEO, and present for review to the IRC Loan Committee
  • Conduct individual case management of program participants
  • Ensure that information required for program eligibility and reporting purposes is collected and that accurate records are maintained, including case files and client data entry. Ensure necessary steps are taken to obtain relevant data in a timely fashion; follow-up with all clients regularly and record all contacts with case notes
  • Attend regularly scheduled meetings with other IRC staff and volunteers as part of the review, evaluation and program maintenance process.
  • Assist in the planning and coordination of classroom activities and special events
  • Other duties as assigned

Key Working Relationships:

Position Reports to: Education and Learning Manager
Position directly supervises: N/A

Indirect Reporting: Education and Learning Team and Economic Empowerment Team

Job Requirements:

Qualifications for the financial coach position include, but are not limited to:

  • A bachelor’s degree from a four year accredited institution
  • A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
  • Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
  • Excellent cross cultural understanding and communication skills.
  • Strong communication skills, both written and oral
  • Competency with Microsoft Office, particularly Excel and database experience.
  • Travel may be necessary within the five boroughs to meet clients, perform orientations, and hold trainings.
  • Proficiency in top languages spoken IRC clients (Dari, Farsi, Urdu, French, Spanish, or Arabic) highly preferred

Working Environment: Standard office work environment