Essential functions:

Customer Education

Teach workshops in prepurchase education and financial management. Manage educational environment whether over zoom or in person.

Collect data such as attendance records and evaluations. Distribute educational packets and materials.

Review/update curriculum annually with FMS staff.

Customer Advocacy and Casework

Conduct successful interviews with potential homeowners, renters, post purchase and mortgage default customers to establish needs and devise a case management strategy.

Provide accurate, relevant, and helpful information to assist customers in developing solutions in money management, credit related and housing issues in a one-on-one consultation.

Explore workout options with the customer through a financial review and monthly budget.

Assist potential home buyers prepare for buying a home and provide guidance regarding the mortgage process.

Aid homeowners at risk of foreclosure to submit loss mitigation packages and negotiate workout options as necessary on behalf of the customer.

Public Relations

Responsible for promoting good public relations through public speaking to promote NMCAA's services.

Present at outreach activities in the community.

Maintain regular contact with customer groups and/or community partners to promote Financial Management Services Programs.

Other

Maintain customer records according to HUD guidelines, compile files, create case notes, conduct file audits, and maintain data and interaction adhering to strict privacy guidelines.

• Participate in staff meetings and training sessions as required.

• - Meet all relevant ROMA performance targets and goals and objectives of the Agency's CSBG Work Plan, or other service contracts.

- Submit Programmatic reports as required.

• Complete other duties as requested.

Position Objectives:

To deliver FMS coaching and education effectively and efficiently; and to represent the agency in a professional, friendly, and caring manner.

Measured by:

Annual performance reviews Annual ROMA reports Ongoing assessment.

Cooperation with and feedback from coworkers.

Minimum Education:

BA or BS in human services field, accounting, business or equivalent.

High School diploma with minimum 5 years work experience in related field.

Minimum Experience:

Experience working with low income or at-risk individuals,

Previous experience working for a nonprofit organization, social service entity, financial/ mortgage institution, or in education.

Essential Abilities:

Must be able to utilize excellent communication skills in individual or group settings, Must be self-motivated and able to multitask.

Must be able to work independently or in a team setting.

Strong computer skills and knowledge a must. Experience with zoom, PowerPoint, excel and adobe and other computer systems preferred.

Should be organized and detail oriented.

Must maintain strict. code of privacy and confidentiality. A commitment to the NMCAA philosophy and mission.

Ability to interact positively with co-workers and clients in a non-judgmental, tactful, and courteous manner.

Ability to suggest innovative approaches in completing job responsibilities. Ability to work openly and cooperatively as a team member.

Ability to perform physical tasks to carry out specific job duties.

Minimum Skills Required:

Experience with low-income and/or at-risk individuals or homeownership counseling/ education.

Utilize excellent communication skills in individual and group settings, good organizational skills, self-motivated, ability to work independently and as an effective

team member and have a commitment of the NMCAA mission.

Minimum Physical Expectations:

• Physical activity that always requires keyboarding, sitting, phone work and filing.
• Physical activity that always requires extensive time working on a computer.
• Physical activity that often requires travel by car and/or air.
• Physical activity that often requires lifting under 25 lbs.