Housing and Financial Coach

Posted by
Published 18 days ago

Background: Center for Changing Lives’ (CCL) vision is a community where everyone thrives. Too often resource and economic opportunity limit participants’ choices and capacity to achieve their goals and vision. 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: coaching, training and educating, and coalition building, advocacy and organizing are the primary ways that goals and potential are realized.

Position Overview: This position is an outcomes-oriented position, with specific expectations around the number of clients seen each month, the number of clients 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.

The Housing and Financial Coach provides direct services to low-to-moderate income individuals who are enrolled as Financial Opportunity Center participants. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The Housing and Financial coach is responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability. The Housing and Financial Coach is expected to focus services in a one on one counseling format and conduct classes and workshops on topics such as budgeting, credit building, and banking products.

The Housing and Financial Coach will primarily work with processing applicants for the City of Chicago Rental Assistance program as well as coordinate with other coaches and CCL staff to ensure that the clients/members are getting assistance across service areas. 

Areas of Work:

Housing and Financial counseling/coaching (65%)

●      Engage clients in a long-term relationship and help clients to understand the value of services offered by the agency, such as employment services and income supports counseling, and connect the clients to these other services

●      Assist clients in resolving current housing and financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management.

●      Work with clients to complete a very detailed financial assessment i.e.:

▪   Budget

▪   Credit

▪   Balance Sheet

▪   Financial Health Assessment

●     Partner with clients 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:

▪   Build assets (retirement, education, housing, etc.) and working to eliminate or reduce


▪     Coach clients towards a financial vision by creating and holding accountable to a set of goals identified by the client

Reporting and Outcomes (12%)

●      Outcome tracking—track the stories and successes of program participants

▪       Use Salesforce, a client management system, to document and reflect the outcomes of

their clients accurately and in a timely manner

▪       Completing Agency Intake Assessments, Combined Financial Assessment (CFA), and other tracking documentation for financial counseling clients

▪       Working with the entire FOC team to ensure that any changes to the client’s CFA (new job, new benefit, change in credit score) is properly documented

●      Participate in contractual reporting - Complete all appropriate data entry for coaching clients as well as relevant group trainings and workshops

●      Produce monthly and quarterly reports that document all direct service activities and outcomes, and demonstrate the attainment of outcomes through verification paperwork; including financial planning, visioning goals and retention substantiations, and participate in contractual reporting.

Training and Workshops (10%)

●      Develop, coordinate and facilitate workshops as a means of outreach and education.

▪       Develop new workshop materials or tailor existing materials to meet the needs of the community. Workshop topics should be relevant to the community, and may include topics such as: budgeting, savings, banking products, credit building, identity theft, and more.

▪       Coordinate and facilitate financial group-based training to connect families and partners to CCL’s programs and products

▪       The workshops may be delivered onsite or virtually to CCL members. They may also be part of a co-location effort of CCL collaborations for the public.

Resource Development Coaching (3%)

●      Connect participants to needed community supports and resources (e.g., transportation, child care, clothing, etc.), crisis intervention (prevention, domestic violence, substance use)

●      Leverage CCL’s internal integrated service delivery, including bundled service coaching and resource development to build participant capacity to maximize resources to achieve their goals.

●      Support program retention plans that offer regular opportunities for participants to obtain additional support, participate in CCL community events, and engage in leadership opportunities.

Program Planning, Strategy and Coordination (5%)

●      Lead program planning, strategy and coordination as it relates to the homelessness prevention program and the multi-generational financial literacy program.

○      In collaboration with the homelessness prevention team and other relevant team members develop a strategic plan to foster interested individuals through the homelessness prevention application process and on through to coaching.

○      In collaboration with the homelessness prevention team and other relevant team members coordinate the implementation of any and all changes to the homelessness prevention program.

○      Identify when updated communication to the staff, members, partners and public at large is necessary in regards to the homelessness prevention program. Coordinate the release of necessary updates with relevant administrative team members

○      In collaboration with the Strategic Partnership Coordinator, develop and implement a roll out plan for the multi-generational financial literacy program.  

●      Collaborate with Strategic Partnership Coordinator to develop relationships with local financial institutions and community organizations

■      Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit

■      Create a network of referral organizations to help you assist the client meet his goals

■      (e.g. local housing counseling agency, legal aid, etc.)

●      Participate in the evaluation of all programs and services for overall alignment with CCL’s mission and strategic plan.

●      In a leadership capacity provide direct support to assigned interns including; onboarding and training for relevant financial & housing tasks, conduct coaching for interns assigned, provide feedback to intern supervisor, assess intern capacity and make task/project workload recommendations.

Participate in Leadership Development (5%)

●      Participate in supervision and mutual accountability as a coachee, designing professional and leadership goals via the coaching process of: Visioning, Goal setting and Action Planning.

●      Participate in Team Meetings and CCL Staff Meetings, leading where appropriate.

●      Participate in personal and professional job development and skill-building opportunities.

●      Represent CCL externally as a staff leader, as necessary or requested.

●      Contribute to an environment that celebrates personal goals, accomplishments, areas of growth and cultivates a learning environment.

●      Support the leadership development of all team members if/when the opportunity arises

Working Conditions:

This 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 the Administration. Occasional evenings, weekends and/or off-site work are required. This position is supervised by the Housing and Financial Coach Team Lead.

Successful Candidate Will Demonstrate:

•     Passion for working with youth of varying ages

•     Passion for working with families

•     Strong commitment to social justice and racial equity

•     Passion for CCL’s mission and financial capabilities work

•     Preference towards a non-directive, client-led relationship.

•     Strengths around creativity, resourcefulness, persistence and self-reflection

•     Proclivity to risk-taking and a willingness to fail, learn, and adapt.

•     Track record of taking initiative, managing and advancing projects independently.

•     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.

Required Qualifications:

•    Fluent in Spanish & English

•    7+ years of experience in coaching, direct service, education, financial capabilities, housing counseling, social work and/or advocacy

•     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.

Preferred Qualifications:

●      Bachelor’s Degree in relevant discipline (human service, counseling, community development, social services, sociology, psychology, education etc.).

●     HUD Certification

●      Experience working with families

●      Experience coordinating a community-based initiative.

●      Experience maintaining partnerships.

Accountability: This position is mutually accountable to CCL staff; is supervised by the Housing and Financial Coach Team Lead, and interfaces with the administrative team on matters of external relations, marketing and resource development. 

Background: Center for Changing Lives’ (CCL) vision is a community where everyone thrives. Too often resource and economic opportunity limit participants’ choices and capacity to achieve their goals and vision. CCL partners with those held…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    4-Year Degree Required


USD 40,000 - USD 45,000


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 (4 weeks vacation, 7 sick days, 3 personal days, select paid federal holidays) . The starting annual salary is between $40,000 and $45,000 and depends on relevant experience.

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 (4 weeks…

Level of Language Proficiency

Fluent in English and Spanish

Fluent in English and Spanish


Temporarily Remote
Work must be performed in or near Chicago, IL
Associated Location
1955 N St Louis Ave, Chicago, IL 60647, USA

How to Apply

Please email cover letter and resume to Please no phone calls.

Please email cover letter and resume to Please no phone calls.

Join Idealist

Sign up today to save your favorite jobs and get email alerts when new ones are posted.