Savings Program Coordinator Vacancy at Opportunity Fund in San Jose, CA.,United States

Post:Savings Program Coordinator
Organization:Opportunity FundLocation:San Jose, CA.,United States
Opportunity Type: Job
 About the Organization:

Opportunity Fund is a not-for-profit financial institution that advances the economic well-being of working people by helping them earn, save, and invest in their future. It provides financial products, services, and training which customers use to transform their own lives and to better their communities. Opportunity Fund is a microlender in California and provides financing to low-income entrepreneurs in the San Francisco Bay Area.

About the Job:
Opportunity Fund is seeking a Savings Program Coordinator. S/he will oversee one or more specific matched savings programs. S/he will build a portfolio of matched savings account clients, covering a specific geographic territory, by developing and executing a community partner-based outreach strategy. The position is based in San Jose, CA.

Tasks and Responsibilities:

•     Develop and execute a community-based partnership strategy for outreach and financial education with other non-profits, educational institutions, and other organizations to recruit, train, and support new and enrolled savings program participants;
•     Oversee specific program budgets and ensuring the quality and quantity of partner services and ensuring timely and accurate payment based on operating or grant agreements;
•     Full cycle coordination of financial education classes managing attendance and follow-up;
•     Proactively recruit new participants for the savings program;
•     Manage and conduct orientations at community partner sites;
•     Interface with interested applicants and manage applicants and inquiries on a regular basis via phone, email or in person;
•     Provide monthly case management follow up with clients in the program;
•     Counsel participants on withdrawals and the necessary process and procedures;
•     Provide referrals and advice for specific goals as well as other needed services;
•     Possess at least one area of technical competency, as necessary to provide direct, high quality, and impactful consultation to clients, including:
•         Credit and ChexSystems reports;
•         Financial and credit coaching;
•         Local social services agencies for client referrals and partnerships;
•         College costs, financing options, and financial aid requirements.

Qualifications:

•     Bachelor’s degree in a relevant field such as Psychology, Social Work or Education;
•     More than 3 years’ experience providing direct client service to a low-income population, preferably as a counselor, case manager or coach; More than 1 year experience in public speaking, outreach and client recruitment, and/or working in partnership with other organizations to achieve a common goal;
•     Demonstrated ability to successfully promote and achieve successful adoption of social or financial services;
•     Excellent organization and attention to detail in a multi-tasking, fast environment;
•     Comfortable working with Excel and databases;
•     Deep knowledge of resources and services available in Santa Clara and San Mateo counties;
•     Availability to work some evenings and saturdays and travel to sites around the Bay Area;
•     Fluent in Spanish.

            
Posted: 24 Jul 2013
Closing Date: 06 Aug 2013

How to Apply:
http://www.microfinancegateway.org/p/site/m//template.rc/1.11.192172