The Financial Empowerment Coordinator performs a wide variety of administrative and consumer lending functions. Under limited supervision, the Financial Empowerment Coordinator will be responsible for efficiently performing all tasks involved in the daily operation of the DriveForward Vehicle Loan Program, and referring other financial services to our participants. The Financial Empowerment Coordinator will be operating out of our San Mateo office location, but may also work periodically at our San Jose office, depending upon workload and staffing needs at each location, as well as some evenings and Saturdays to accommodate participant work hours, lead financial workshops and to participate in community events. This is a professional position which interfaces with the public, and program partners such as financial institutions, government agencies, funders and other community based non-profit organizations.
Established in 1950, Peninsula Family Service is a leading multi-service agency in Silicon Valley, serving over 12,000 children, families, and older adults each year and builds on their strengths to help them gain skills for success. Our mission at Peninsula Family Service is to strengthen the community by providing children, families and older adults with the support and tools to realize their full potential and lead healthy, stable lives. We envision a community where opportunity, financial stability, and wellness are secured for all. Peninsula Family Service offers a fantastic work environment, a collaborative team dedicated to fulfilling our mission, and an amazing array of benefits. Join our team and help make a difference!
Bilingual in English/Spanish.
Some college background.
Ability to deliver effective financial workshops with strong instructional skills.
Prior experience working with low-income families and diverse populations facing financial barriers.
Highly self-motivated and self-directed, and must demonstrate non-judgmental professional decision-making.
Strong organizational skills with critical attention to detail. Must be able to work independently in an environment of constant change, interruptions and high volume.
Effective oral and written communication skills required, including public speaking.
Effectively communicate and refer participants to all Financial Empowerment services.
Ability to perform participant case management duties in a supportive, yet detailed manner.
Effective computer skills - fluent with the Microsoft Suite of software programs.
Must be able to problem solve to locate options and/or potential solutions to various challenges and opportunities.
Commitment to the organization’s and program’s mission and purpose.
Must exhibit good judgment, dependability, flexibility and accuracy.
Must maintain professional behavior and image. Deal tactfully with participants and the general public in all situations.
Ability to work effectively under minimal supervision.
Undergraduate degree in Business or related field preferred.
Two years of experience in the banking or financial services field is highly desirable. Experience would include the ability to perform a variety of tasks including consumer lending, and office/administrative duties requiring the use of discretion and judgment.
Two years of experience working with low-income families.
Two years of experience in delivery of consumer financial services.
DUTIES & RESPONSIBILITIES:
Work with participants to assess their qualification for all Financial Empowerment Programs, including the DriveForward Vehicle Loan and Lending Circles Programs.
Process loan inquiries and applications through all phases to submission to the Loan Committee.
Coordinate, attend and present applications at periodic Loan Committee meetings.
Deliver financial education workshops.
Flexibility to work evenings and Saturdays.
Must be reliable and punctual.
Assist in the attainment of monthly and annual goals in regards to participant intakes, loan applications, approved and funded loans, and referral and enrollment in additional financial services offered through the Financial Empowerment Program.
Flexibility to work at both the San Mateo and San Jose office locations.
Facilitate loan closings.
Conduct participant outcome surveys, as well as generate reports compiling this data.
Periodically review program processes and procedures and make recommendations for improving service to participants and program efficiencies.
Adhere to all Peninsula Family Service policies and procedures and ensure they are applied consistently among staff and participants.
Must respect the confidentiality of all participants.
Other duties as assigned by supervisor.
Represent the Financial Empowerment Program in a positive and professional manner in the community and within the organization.
Financial Empowerment Supervisor
Verification to legally work in the US before first day of employment (and maintain).
Ability to get to off-site locations for job and business related activities.
Ability to work some evenings and weekends.
Some overtime required.
Driving a personal car on Peninsula Family Service business requires an appropriate level of insurance and must be cleared to drive through Peninsula Family Service’s insurance carrier. (HR will identify appropriate level of insurance and will clear driver through Peninsula Family Service insurance carrier.)