Financial Literacy Coordinator

Community Teamwork is a private non-profit organization located in Lowell MA. We employee over 600 employees and are a catalyst for social change. We leverage our programs, our partnerships, and our collective voice to foster equity, compassion, and community engagement by creating housing, education, and economic opportunities.

1. →Provide financial coaching and case management to clients; schedule individual sessions with clients as needed to address specific issues regarding financial/credit management; refer clients to appropriate resources at CTI and in the community; perform intake and data collection on clients in care to ensure outcome measurement for reporting to funding sources.
2. →Assist household with stabilizing income by providing assistance with accessing internal and external community resources and assisting with enrollment into those resources.
3. →Manage CTI's Financial Literacy Academy; includes coordinating and facilitating events, recruiting volunteer instructors, leading workshops, and securing space.
4. →Facilitate outreach and workshop presentations. Collaborate with program staff and other departments to provide programming that increases knowledge of banking, saving, budgeting and overall personal money management. Teach various financial workshops and/or trainings.
5. →Occasionally travel to and perform work off-site at CTI shelters and other local sites.
6. →Assist in the facilitation of the agency's Volunteer Income Tax Assistance Program; including recruitment, training and supporting the volunteers; provide outreach to clients review and submit all returns;
7. →Assist in the development of social media content for posting
8. →Facilitate outreach and workshop presentations
9. →Build relationships with internal programs, develop external partnerships to promote Financial Education Center programming
10. →Maintain accurate records for weekly, monthly, and quarterly reporting requirements.
11. →Uphold the values of CTI – Equity, Integrity, Compassion.

The duties listed above are representative of the work performed. Other related duties may be assigned.

1. High School degree or equivalent
2. Minimum 1-year experience working with low income and culturally diverse individuals required
3. Ability to become certified as an IRS Tax Preparer
4. Demonstrated ability to conduct effective participant interviews, develop participant goals and case management plans and to document plans and participant outcomes.
5. Solid math and money management skills and ability to work with clients to develop budgets. Basic understanding of personal finance issues and current marketplace for financial products and an interest in economic community development.
6. Demonstrated knowledge of community resources available to low-income households.
7. Public speaking, outreach, and marketing skills.
8. Working knowledge of MSWord, Excel and data management programs, such as Salesforce.
9. Excellent customer service, interpersonal, oral and written communication skills.
10. Ability to maintain accurate records and maintain confidentiality of information.
11. Strong ability to problem-solve.
12. Ability to become certified in Financial Coaching, and Credit Repair within 12 months of hire.
13. The ability to work flexible hours including some evenings, an occasional Saturday, and to travel to local community sites in the area.

1. Associate's degree in related fields such as Counseling, Business Administration, Social Work, Human Services.
2. Bilingual skills (English/Spanish, English/Khmer English/Portuguese)
3. Previous experience in financial coaching