Financial Empowerment Counselor

Essential Functions: Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes. Assess client needs and develop individual financial action plans with each client. Engage in ongoing follow-up with clients. Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results. Follow required protocol and program requirements. Collect, track and report require data using a client management database. Participate in initial training and ongoing professional development training. Successfully complete and pass counselor training.

Competencies: Passionate about the Habitat for Humanity mission and purpose. Strategic and critical thinker able to focus on operations, systems, and procedures. An entrepreneurial spirit with a demonstrated ability to take initiative, prioritize work, be highly organized and work independently and flexible in a dynamic environment. Foundational knowledge of personal finance pillars such as credit, savings, budgeting, and legacy planning with the ability to communicate these concepts clearly. Passion for learning, synthesizing ideas and integrating ideas into practice. Experience in meeting planning and discussion facilitation. A collaborative nature and ability to work within a team while maintaining accountability and responsibility for goals as an independent individual is critical. Ability to read and process financial documentation. Proficient in Microsoft Office Suite and able to use a client management database. Maintain confidentiality of sensitive information. Ability to work on multiple projects at once in a fast-paced environment. Strong communications and excellent writing skills with an ability to craft high quality reports, correspondence, and other materials. Ability to work directly with people from diverse racial, ethnic, and socioeconomic backgrounds. Ability to provide outstanding customer experience and a passion for assisting people. Knowledge of community resources or social services. A high level of patience and empathy.

Supervisory Responsibility: This position has no supervisory responsibility.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands, reach with hands/arms, listen, and communicate. The employee must be capable of lifting and/or moving up to 20 pounds on a as needed basis and will occasionally be required to stand and walk for extended periods of time consistent with a typical office environment. Position Type/Expected Hours of WorkThis is a full-time, salaried position and the office hours of operation are Monday through Friday, 9 a.m. to 5 p.m. Some early mornings, evenings, and weekends may be required. TravelThis position involves frequent travel within Orange County.

Required Education and Experience: High school diploma or equivalent required. Associate's or bachelor's degree in social work, human services, finance, business administration, nonprofit management, public administration, or a related field preferred. Minimum of two (2) years of experience in financial counseling, case management, housing counseling, banking, nonprofit programs, or a related field. Bilingual: fluent – speak, read, and write Spanish and/or Creole preferred. Must obtain FEC certificate within the first 90 days and maintain annually; training provided by Habitat. Must obtain Anti-Money Laundering certificate within the first 90 days and maintain annually: training provided by Habitat. Must obtain Safeguarding certificate within the first 90 days and maintain annually: training provided by Habitat. Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Office Location: Main location: 4116 Silver Star Rd. Orlando, FL 32808

Compensation details: 55000 Yearly SalaryPI8b5efb0ca6ae-31181-41674987