Background: Center for Changing Lives (CCL) partners with those held back by lack of resource and economic opportunity in order to uncover possibilities, overcome barriers, and realize their potential. Partnership takes many forms and CCL focuses on partnership through coaching, training and educating, coalition building, and advocacy and organizing.
Position Overview: The Family Financial Coaching Coordinator advances the goals of CCL’s Two-Generation Financial Capabilities work to bring permanent financial wellbeing to households that lifts multiple generations out of poverty. Specifically, the Family Financial Coaching Coordinator will maintain partnerships with Early Childhood Education Centers in Logan Square, build new partnerships with Logan Square-area schools, provide one-on-one financial capability coaching to parents and financially-focused programming to children, coordinate workshops for parents, community stakeholders, and children, and continue to use CCL’s Money & Us Toolkit, which provides financially focused modules and activities for parents to do with children. In addition, this coordinator will be integral to the further development of the Family Financial Coaching Program, including but not limited to building CCL’s High School Student Financial Readiness program and services. The Family Financial Coaching Coordinator will connect participants and members in this program to financial activities, information, and financial products, including savings and credit-building tools. The goal of the Two-Generation Financial Capabilities program is to develop a powerful two-generation and student-focused financial capability services that serve as a foundation for an empowerment model that can be scaled.
Areas of the Work:
Co-Development of Family Financial Coaching Program-
Develop relationships with Logan Square area schools to provide either one-on-one or cohort-based financial readiness coaching to students
Research and/or leverage two generation embedded best practices and implement them to inform program design and development
Develop program evaluation and feedback processes.
Further develop and oversee the Financial Advisory Council
Maintain the Money & Us Toolkit
Financial Coaching and Resource Connection-
Partner with Two-Gen members to co-define agreements and goals, identify assets and strengths, and strategize specific barriers to obtaining financial goals.
Assess client’s financial circumstances and help them identify areas of opportunity to develop financial action plans, including:
Create and amend budgets and balance sheets
Assist clients in accessing mainstream financial products and developing emergency savings funds
Build assets (retirement, education, housing, etc.) and working to eliminate or reduce liabilities.
Coach members towards a financial vision by creating and holding accountable to a set of SMART goals.
Leverage CCL’s internal integrated service delivery, including employment coaching and resource development to build members’ capacity to maximize resource to achieve their goals.
Screen, connect, support and follow-up with eligible members to ensure access to necessary mainstream and CCL specific income supports, ensuring that all resources are leveraged to increase income and decrease expenses, including general benefits eligibility, Emergency Funds, Divvy, the Statewide Referral Network, CRS, and all similar housing related clearinghouses for information.
Design and implement program retention plans that offer regular opportunities for participants to obtain additional support, participate in CCL community events, and engage in leadership opportunities.
Training and Product Engagement-
Build relationships with financial institutions and financial partners, in partnership with CCL’s Director of Programs and Strategy and Manager of Financial Capability, to develop products and services for two-generation contexts
Coordinate financial group-based training to connect families to CCL’s programs and products.
Develop, maintain and consistently utilize clear, industry-informed criteria for what it means to be "product ready" and utilize a consistent process for validating that participants meet those criteria and connecting clients to products.
Cultivate access to external financial resources and products to ensure 100% members have the resources, connections and relationships needed to achieve their financial goals.
Reporting and Outcomes
Input weekly and monthly member case records and notes into reporting databases.
Ensure that staff and administration have the opportunity to obtain member feedback. Coordinate the reflection on feedback trends and adapt services or employment preparation as needed.
Evaluate program and services for overall alignment with CCL’s mission and strategic plan.
Produce monthly and quarterly reports that document all direct service activities and outcomes, and demonstrate the attainment of outcomes through verification paperwork, including job-start verifications and retention substantiations, and participate in contractual reporting.
Participate in Leadership Development
Participates in supervision and mutual accountability as a coachee, designing professional and leadership goals via the coaching process of: Visioning, Goal setting and Action Planning.
Participates in Team Meetings and CCL Staff Meetings
Participate in Strategic Activities
Participates in Strategic Planning activities and meetings
Participate in CCL’s Resource Development efforts, including coordinating staff leadership around staff fundraising efforts.
Participates in CCL’s Innovation and Learning efforts, including supporting the Program Director in implementing new innovation goals, integrating innovations into service delivery and evaluating innovations.
Outcomes: This position is an outcomes oriented position, with specific expectations around the number of Two-Generation members seen each month, the number of members that achieve increases in net income, net worth and credit score, that receive baseline and follow-up financial assessment and coaching, and provision of the documentation required to corroborate such activities.
Working Conditions: The position requires flexibility in schedule, duties, or unexpected events/ circumstances that may occur, so tasks not specified here may be required to successfully execute the position and may be asked upon by Administration. Regular evenings and weekends and off-site work are required. The schedule is flexible and is subject to the needs of the program, clients, and staff and may change based on their needs.
Successful Candidate will Demonstrate:
Passion for CCL’s mission and its core values of innovation, poder, economic justice, solidarity and accountability.
Strengths around creativity, resourcefulness, persistence and self-reflection.
Proclivity to risk-taking and a willingness to fail, learn and adapt.
Preference towards a non-directive, member-led relationship.
Excellent self-management around giving advice or provision of financial counseling.
Openness to a model that honors various money values, money beliefs, and money narratives and creates space for many definitions of financial success to be accommodated.
Openness to regular, 360 degree feedback and an environment of mutual accountability.
Ability to engage a diverse community of people.
Commitment to confidentiality and professionalism.
Passion for working with youth of varying ages
Fluent in Spanish & English
A Bachelor’s Degree in relevant discipline (human service, counseling, community development, social services, sociology, psychology, education etc.).
2+ years of experience in coaching, direct service or advocacy work in the community setting with clients with barriers to housing and financial stability.
Track record of taking initiative and managing and advancing projects independently.
Strong strategic-thinking and problem-solving skills.
Excellent verbal and written communications skills.
Well-organized, detail oriented with strong documentation and reporting skills.
Strong computer skills, including fluency with the internet, Google suite, and Microsoft Office applications.
Experience coordinating a community based initiative.
Experience managing partnerships.
Experience working with high-school age students and/or college-readiness programs
Accountability: This position is mutually accountable to CCL financial coaches; is supervised by the Manager of Financial Capability, and interfaces with the administrative team on matters of external relations, marketing and resource development.
Additional Salary Information: This is a full-time (40 hours a week) exempt position that includes health and dental insurance, life, short term and long term disability insurance and generous paid time off. The starting annual salary is between $32,000 and $36,000 and depends on relevant experience.
About Center for Changing Lives
Center for Changing Lives' (CCL's) vision is a community where everyone thrives. CCL partners with those held back by lack of resource or economic opportunity in order to uncover possibilities, overcome barriers, and realize their potential. Partnership includes coaching on financial, employment and resource mobilization goals that enhance lives, training and skill enhancement, and advocacy and organizing on economic policy and practices that open up opportunities and resources.
Today, CCL continues innovating to expand access to opportunities and to find more effective solutions to individual, organizational, and community challenges. Its programs focus on building community in which resource is shared and exchanged in radical ways that build social support systems where needed. It can foster relationships that last from homelessness to homeownership, given its services are both shelter-based and community-based and focused on economic opportunity. It is at the forefront of utilizing coaching and financial capability services to prevent and end homelessness, particularly among the predominantly Latino population of the Northwest side of Chicago.