Financial Coach - Bilingual NeighborWorks Umpqua is a community-focused private, rural nonprofit organization working to enhance the lives of Oregon residents in Coos, Curry, Douglas, Jackson, and Josephine Counties. Our mission is to empower our neighbors in need to pursue opportunities in housing, finance, and community. We envision a future where residents in SW Oregon's rural communities are equipped with the tools to overcome barriers to reach their dreams. NeighborWorks Umpqua's (NWU) Wealth Building Program aims to help low to moderate income families, focusing on providing financial services to individuals and communities that have historically faced economic barriers. Position Summary: The Financial Coach plays a critical role in providing individualized, bilingual coaching, education, and outreach services tailored to both Limited English Proficiency and English Proficient communities. This position supports NWU participants by helping them navigate personal finances and achieve greater financial stability. Essential Duties and Responsibilities: Client-Focused Financial Coaching Provide one-on-one financial coaching that addresses clients’ unique financial challenges and goals. Conduct comprehensive financial assessments with clients, including: Budget development and improvement strategies. Analysis of credit reports and guidance for credit building. Documentation and enhancement of personal balance sheets to increase net worth. Collaborate with clients to develop actionable plans. Assist clients in resolving immediate financial issues while promoting proactive, long-term financial management strategies. Educate clients on the value of NWU’s services and establish enduring relationships that foster trust and accountability. Guide participants in mapping a clear pathway to financial stability. Outreach and Community Engagement Support the development, coordination, and facilitation of targeted outreach materials and events. Connect clients with additional NWU wealth-building programs. Engage NWU participants in sharing their financial success stories. Workshop Support and Facilitation Support the development of workshops and classes by collaborating with colleagues and partners. Lead or assist with delivery of workshops and classes. Facilitate sessions on relevant topics, such as budgeting and credit building. Data Management and Program Evaluation Maintain detailed records and case management documentation for all participants. Track client progress through measurable benchmarks. Participate in the collection and reporting of data for program evaluations. Professional Development and Travel Participate in regional and national asset building trainings. Travel to service delivery sites as needed. Bilingual Requirements: Bilingual in English and Spanish. Strong communication skills in both languages. Must have excellent Spanish writing skills. Minimum Qualifications: Previous work experience with low-income populations. Ability to provide financial counseling/coaching services. A strong understanding of personal finances. Supports a respectful and professional workplace environment. Specific requirements include: Strong organizational skills and ability to work independently. Proficient in Microsoft Office suite. Ability to become HUD certified in Financial Capability Education within 1 year of hire. Must be willing to travel; sometimes overnight. Must have a valid Oregon driver’s license. Preferred Qualifications: Two years related case management experience. Experience developing/delivering educational trainings. Previous work experience in the financial sector. Physical Demands and Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Position classification: Full-time, salaried, non-exempt. Benefits Package includes: Company contribution to Medical, Dental & Vision insurance; Company Retirement Contribution; Vacation & Sick Leave; Federal Paid Holidays. Who We Are: For over 30 years, NeighborWorks Umpqua has successfully met its housing and economic goals. We are an equal employment opportunity employer. #J-18808-Ljbffr NeighborWorks Umpqua
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