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 Senior 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 Senior 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 Senior 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 Senior 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.:
▪ 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%)
Training and Workshops (10%)
Resource Development Coaching (3%)
Program Planning, Strategy and Coordination (5%)
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
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.
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.
• Fluent in Spanish & English
· HUD Certification
• 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.
● Bachelor’s Degree in relevant discipline (human service, counseling, community development, social services, sociology, psychology, education etc.).
● Experience working with high-school age students and/or college-readiness programs
● Experience working with families
● Experience coordinating a community-based initiative.
● Experience maintaining partnerships.
Accountability: This position is mutually accountable to CCL financial coaches; is supervised by the Executive Director until further notice, 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…
Center for Changing Lives (CCL) offers generous annual paid time off (four weeks of vacation, three personal business days and seven sick days). Additionally, full-time staff are entitled to CCL’s benefits package which includes healthcare, dental coverage, vision, flexible savings account, retirement plan and life insurance as well as short and long-term disability insurance.
Center for Changing Lives (CCL) offers generous annual paid time off (four weeks of vacation, three personal business days and seven sick days). Additionally, full-time staff are…