Bilingual Financial Counselor (AmeriCorps LISC)



Start Date


End Date


Times of day

Weekday Mornings

Time Commitment

Full time (30+ hrs/wk)


Long-Term (6 months-1 year)


North County Lifeline- Main Campus
200 Michigan Avenue
United States


Service Term: [October 1 2018- August 31 2019]

Reports to: Program Supervisor, Communities in Action

Service Commitment

·        Full time, ten month commitment serving 1700 hours

·        Hours can vary, but are generally Monday-Friday 8:30-5:00PM

Benefits of Service

·        Annual living stipend of $15,000

·        Education Award of $5,825.00 at completion of service term

·        Possible student loan deferment and interest repayment

·        Childcare subsidy for children under 13 years old through contracted provider

·        Health Benefits

·        Extensive professional development and experiential learning opportunities

·        Members may attend a national orientation and monthly meetings and trainings hosted by the local LISC office. 

·        Mileage reimbursement for business travel.


About North County Lifeline

North County Lifeline has been serving the North Coastal area of San Diego for over 40 years. Lifeline is a 501(c)(3) with a mission to build partnerships in North County and deliver services to children, families and individuals, that resolve problems, increase skills and nurture self-reliance.


Program Overview

The mission of the LISC AmeriCorps program is to transform distressed neighborhoods into healthy communities by placing AmeriCorps Members with Community Development Corporations (CDCs). LISC helps CDCs assist in the revitalization of underserved neighborhoods across America by providing financing and technical know-how to CDCs in order for the groups to develop affordable housing, spur commercial investments, create jobs and expand other services that improve the quality of life in the low-income communities where they live and work. AmeriCorps is one component of LISC’s human capital agenda and seeks to attract talented individuals to serve for one year at CDCs to help build organizational capacity.


Position Summary

Under the general supervision of the Communities in Action Program Supervisor, provides direct and indirect financial counseling services to low income individuals to assist in achieving self-sufficiency and increasing their financial sustainability through the provision of comprehensive budgeting education and assistance. Coordinate with program services including outreach, collaboration establishment, and program development in a culturally sensitive manner that is consistent with Lifeline’s philosophy and mission. Also develops connections to employment agencies and work force training to achieve individual employment plans as it relates to job search, placement and retention.


Essential LISC Position Duties


  • Provide 1:1 financial counseling with a focus on creating long-term financial stability;
  • Coordinate with key staff in Lifeline’s programs to identify clients whose financial circumstances pose barriers to achieving their case plan goals;
  • Conduct thorough financial assessments, including credit pull/review, budget and balance sheets, establishment of bank accounts and adherence to a savings plan;
  • Identify client strengths to assist in achieving financial stability and security;
  • Track short and long-term client progress and inputs in Efforts to Outcomes (ETO) for contract compliance;
  • Maintain case files for each client;
  • Attend and participate in Project Outreach/AIM meetings, group supervision, retreats, committees, trainings, and perform other (direct service, allowable) administrative activities required by Lifeline and LISC;
  • Assist and guide clients toward achieving financial case goals by providing motivation and reduction of barriers;
  • Provide services during the weekend and evenings as needed.
  • Assists in program development, maintenance and resource identification.
  • Develops curriculum and facilitates ongoing Financial Literacy and Job Development workshops for various Lifeline programs to assist clients in setting financial goals.
  • Seek out job sites and training opportunities for employment programs providing employment services, job training, job preparation, job application skills, aid in developing good work habits and pro-work social behaviors.
  • Remains culturally sensitive in all client/staff interactions.
  • Provide community outreach to promote program (via presentations, articles, flyers, etc.)
  • Establishes and maintains collaborative relationship with community based organizations;

·        Participates in required Lifeline and LISC AmeriCorps trainings, orientations, meetings, and administrative obligations.

·        Members will also discuss professional performance in the form of a mid-term and final appraisal.

  • Completes all other duties as assigned

Minimum Qualifications and Characteristics


  • AA or equivalent in experience and/or education. One year case management and/or financial counseling experience preferred.

·        Minimum of 18 years of age and US citizen or permanent resident status.

  • Great computer, written and oral communication, and multi-tasking skills.

·        Knowledge of issues related to homelessness, poverty, and community resources.

·        Desire and ability to work with a diverse group of people, particularly those living in low-income distressed neighborhoods.

·        Strong skills in presenting to groups, interviewing, rapport building, assessment, goal setting, and motivating individuals and families.

·        Ability to work independently as well as cooperatively with other program and agency staff.

·        Successful completion of multi-state criminal background check, TB and drug tests, DMV printout meeting Lifeline requirements, and professional/personal reference check.

·        Must start both a National Sex Offender Public Record check and State of CA Criminal Record Inquiry check prior to start of service with LISC AmeriCorps.

·        Valid Driver’s License and auto insurance.

·        Bilingual English/Spanish required 


  • Stipend Provided

How To Apply

You can submit an inquiry on the Volunteer Match page or by emailing the provided email.