Job Title:    FMS Program Specialist

Department:  Financial Management Services (FMS)

Purpose:

The FMS Program Specialist will support the FMS team through data management, reporting, and administrative duties to ensure the efficient delivery of services that strengthen NMCAA communities and empower their residents. Takes responsibility for development and implementation of the Homeownership and Financial Empowerment Center's customer service culture and demonstrating the value of Salesforce in driving the program's goals and objectives using data.

Essential functions:

FINANCIAL MANAGEMENT SERVICES

Program Management

• Prepare match savings program statements, track monthly education by participant, and track and monitor deposits.
• Complete enrollment of IDA participants,
• Execute IDA qualified withdrawals and emergency withdrawals.
• Process paperwork for Down Payment Assistance (DPA) program and Shared Equity Housing Program and complete enrollment.

Reporting

• Gather and enter data onto spreadsheet for the quarterly HUD report and NeighborWorks ORS and review reports for completion.
• Review ORS/Transformational Tracker each quarter and annual NeighborWorks report.

Administrative Duties

• Reconcile Emergency and Utility logs i.e. GAP, CARES, Giving Tuesday, ECOP and Blarney Castle Logs monthly.
• Process and track Oleson receipts and bottle returns.
• Process bills related to FMS operations and reconcile the statements each month. Laundry Project

Credit Reports Marketing bills Materials and Supplies

• Manage billing system for FMS program and submit bi-monthly bills to MSHDA.
• Provide monthly reconciliation of all FMS programs with Statement of Revenues and Expenditures.
• Prepare invoices for funders and other sources as needed.
• Collect Closing Disclosure Statements from coaches and customers.
• Collect and organize Success Stories for the IDA program.
• Provide Back up to system administration.

Administrative Support to the Financial Management Services Department for the following:

• Research and assist with grant writing.
• Assist with client file management system.
• Prepare for FMS program reviews and audits.

• Provide assistance to Neighborhood Meeting volunteer and attend evening meeting.

Minimum Education:

Bachelor's degree or equivalent experience in required skill areas.

Minimum Experience:

• One to two years' experience in a related field.

• Computer skills including excel. Salesforce a plus!