REPORTS TO: Director of Financial Services

STATUS: Full-Time/Non-Exempt/Permanent

COMPENSATION: $32.32 Per Hour, including paid medical insurance as well as paid time off (vacation, health, & holidays)

SCHEDULE: Monday-Friday; monthly Saturdays and occasional weekday evenings required

GENERAL SUMMARY: The Financial Counselor is responsible for leading, coordinating, and supporting the implementation of housing and financial services programs. The primary programs are Smart Money Financial Coaching and Lending Circles. Overall responsibilities include program planning and evaluation, provision of one-on-one financial counseling, provision of financial services workshops, grant reporting, and collaboration with consultants working with the Director of Financial Services to develop and implement program activities.

ESSENTIAL RESPONSIBILITIES

· Supports all aspects of the Center's financial services programs, including outreach, delivery of program activities, evaluation, and program administration.

· Provides individual services to program participants, including intakes and assessment, client services eligibility, identifying immediate needs to provide financial services to participants, and linking them to the appropriate services.

· Conducts one-on-one counseling with participants, including working with each participant to assess their financial situation, goals, and needs. Assists participants in developing a budget and setting financial goals; produces written action plans that support their goals.

· Motivate participants to implement the established plan, and provide on-going one-on-one support as needed to assist participants in meeting established goals and priorities; provide service and problem-solving assistance for participant inquiries and case management.

· Provide information and/or referral to participants on financial literacy issues, including, but not limited to bankruptcy, collection action, court judgment, credit education, credit reports, housing issues, consumer protection laws, etc.

· Explain credit report ratings and protection laws to participants and provide answers to participants' questions.

· Support scheduling and logistical support for intake appointments and orientation sessions, processing of program applications and client data, and coordination of VITA volunteers.

· Assist in helping the department maintain our HUD certification. This includes thorough recordkeeping and client follow-up, as well as assisting with quarterly reporting requirements.

· Helps design and implement initiatives that build the financial security of participants, including projects that integrate our other programs including workforce development and small business (examples include: Volunteer Income Tax Assistance (VITA) and Lending Circles)

· Contributes ideas and implements outreach and marketing strategies to increase overall awareness of our services and to recruit participants for specific workshops and programs

· Provide recruitment, supervision, and training of program interns, volunteers, and consultants

· Manages relationships with key funders including but not limited to Open House, SF AIDS Foundation, PRC, the Mayor’s Office of Housing, and corporate funders

· Coordinates and facilitates monthly program workshops and financial literacy workshops.

· Build partnerships with other Center staff and collaborative agencies.

· Represent the agency at various financial services and economic development meetings/events.

· Supports all administrative functions of the Financial Services Program, including monthly, quarterly, and annual reports with program statistics and written narratives.

· Actively participates as a member of the Financial Services team. Supports program activities and general Center functions as appropriate.

ESSENTIAL QUALIFICATIONS  

·         Cultural humility and demonstrated commitment to the LGBTQ older adult population, individuals with a disability(ies), and transgender community and familiarity with the diversity of transgender, lesbian, gay, and bisexual identities and experiences are required. 

·         A minimum of two years of experience in financial services, access to housing, asset building, first-time homebuyer programs, or other experience building the financial security of low to moderate-income individuals.

·         Mandarin, Spanish, and/or Tagalog bilingual skills highly desired. Fluency in English is required.   

·         Detail-oriented, hardworking, and able to complete paperwork in a timely & accurate manner.  

·         Excellent presentation skills, including networking and public speaking or group facilitation. 

·         Strong communication and conflict resolution skills, ability to maintain confidentiality. 

·         Strong interpersonal relationship skills; ability to work both independently and within a team-oriented organizational structure; experience working collaboratively with multiple agencies.  

·         Strong verbal and written communication skills. 

·         Computer proficient in MS Office or similar programs, understanding of the concept of a relational database, competent in using the Internet, and excellent research abilities.  

·         Innovative and entrepreneurial approach, including solution-oriented approaches to complex issues. Ability to adapt to changing environment and priorities.  

·         Commitment to the mission of the San Francisco LGBT Community Center.  Experience and commitment to working in a multicultural environment. 

·         Must be able to work in a culturally diverse and fast-paced environment. 

·         Requires flexibility in working some evenings and/or weekend hours. 

WORKING CONDITIONS:

·         This position is primarily office-based at the Center’s 1800 Market Street location with an ability to negotiate a schedule of remote work up to a maximum of 40% time (3 days in person, two days remote).

·         Essential physical requirements

·         Must be able to operate a computer and other common office machinery such as a copier/fax/printer up to eight hours/day daily.

·         Must be able to remain in a stationary position for periods of several hours daily.

·         Must be able to lift up to 20 pounds on an occasional basis.

·         Must be able to work in a shared office space with 3 or more employees in the same office with moderate levels of noise.

Employees in this position must be able to perform these essential functions satisfactorily, and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job.

·         Hours are primarily Monday – Friday with occasional need for evening or weekend work. Work schedules are negotiable within a standard 8:00 am – 7:00 pm window.

·         Local travel may be required for meetings or offsite events. Out-of-town travel is infrequent and negotiable. No car is required.

THE SF LGBT CENTER www.sfcenter.org

The mission of the Center is to connect our diverse community to opportunities, resources, and each other to achieve our vision of a stronger, healthier, and more equitable world for LGBT people and our allies. The Center’s strategies inspire and strengthen our community by: 

     • Fostering greater opportunities for people to thrive. 

     • Organizing for our future. 

     • Celebrating our history and culture.

  • Building resources to create a legacy for future generations. 

he Center is a healthcare/ vulnerable client employer. Verified Covid 19 vaccination is required.

EQUAL OPPORTUNITY 

The Center is proud to be an equal opportunity employer. People of color, women, persons with disabilities, and persons who are lesbian, gay, bisexual, transgender, or inter-sex are encouraged to apply. The Center maintains a policy of non-discrimination with respect to employees and applicants for employment. No aspect of employment will be influenced in any matter by race, color, religion, sex, age, national origin, marital status, ethnicity, religion, sexual orientation, gender identity and/or expression, physical disability (including HIV or AIDS), medical condition, perceived physical disability or veteran status, or any other basis prohibited by statute. 

APPLICATIONS (reviewed on a rolling basis)

·         To Apply, please visit www.sfcenter.org/employment-opportunities/

·         Please include a Cover Letter expressing your interest and a Resume detailing your experience/qualifications