The ideal candidate will provide guidance and support to individuals and families seeking to improve their financial situation and achieve long-term financial stability. This role involves assessing client needs, developing personalized action plans, accessing resources and connecting clients with social networking and services that promote economic mobility.

• Conduct assessments to understand clients' social capital needs, goals, and barriers to economic mobility.
• Develop and implement individualized action plans to help clients increase their social connections.
• Develop and implement social networking events in the community that target cross class integrations.
• Connect clients with community resources, professional associations and networks to advance their individual economic mobility goals.
• Develop a Xiente neighbors committee that assists in the creation and promotion of activities to integrate new neighbors with the existing community.
• Collaborate with community organizations and stakeholders to enhance service delivery and resource availability.
• Maintain accurate and confidential client records and documentation.
• Stay informed about local economic trends, job market conditions, and available resources.
• Complete universal intake and develop economic mobility plans for clients, including budgeting, debt management, savings, credit building, tax credits and access to financial assistance such as benefit access, utility assistance, food banks, rental assistance, etc.
• Assist clients in establishing short- and long-term goals.
• Connect clients with City and State resources to support their economic mobility.
• Complete program reports for the different stakeholders and funders.?
• Comply with any other tasks and duties required by the supervisor.

Organizational Competencies:

Leadership:

• Takes initiative and is empowered to lead within the position.
• Influences others in a positive way.

Customer Service:

• Complies with the service expectations of internal and external stakeholders (results oriented).
• Assertive communication with others (verbal, not verbal and written)

Productivity:

• Oriented to high efficiency and quality standards.
• Committed to compliance with deadlines with diligence.
• Demonstrates accountability.

Innovation:

• Incorporates technology to day-to-day processes to drive results with efficiency.
• Promotes creative solutions to problems.
• Propose new ideas to improve the processes.

Teamwork:

• Demonstrates the ability to adjust to situations of change in a positive manner.
• Promotes interaction with others based on respect, courtesy, transparent communication, and optimism.
• Values the opinion of others and listen to different perspectives.

Qualifications and Experience Requirements:

• Bachelor’s degree in communications, social work, counseling, economics, human services or a related field.
• Experience in case management and community events.
• Strong interpersonal and communication skills, with the ability to build rapport with diverse clients.
• Knowledge of financial literacy principles and economic mobility strategies.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.
• Proficiency in using technology and software for client management and reporting.
• Spanish speaking preferred but not required

Salary

• Exempt
• From $45,000-$60,000 Based on experience

Benefits

• Full Health Coverage – Medical, Vision, and Dental
• Paid Vacation and Sick Time
• 401(k) with Company Match
• Supportive Team Environment
• Opportunities for Professional Development