Financial Case Manager, Sparkpoint Oc

JOB TITLE: FINANCIAL CASE MANAGER, SPARK POINT OC REPORTING TO: PROGRAM MANAGER DEPARTMENT: UNITED FOR FINANCIAL SECURITY POSITION: FULL-TIME / NON-EXEMPT

Orange County United Way is seeking a dedicated and bilingual (English/Spanish) Financial Case Manager, Spark Point OC to provide personalized financial coaching and case management services to South Orange County residents. This role is essential in helping individuals and families achieve financial stability through goal setting, resource navigation, and ongoing support. Operating in a fast-paced, client-centered environment, the Financial Case Manager will lead outreach efforts, meet enrollment targets, and guide participants through successful program completion.

This position is grant funded through December 31, 2027.

• Serve as the primary point of contact for program participants and partner agencies.
• Conduct orientations and outreach events to recruit and enroll participants, meeting established program goals.
• Manage referral and intake processes, ensuring timely follow-up and accurate documentation.
• Track services and outcomes in alignment with funder reporting requirements.

• Provide one-on-one financial coaching tailored to each participant’s needs.
• Develop individualized action plans addressing financial, educational, housing, and employment goals.
• Utilize program databases and evaluation tools to assess participant progress and generate financial wellness “snapshots” at key intervals.
• Review credit reports with participants and offer guidance on credit repair and improvement strategies.
• Build strong, trust-based relationships with participants and connect them to appropriate community resources to support goal achievement.

• Support Spark Point OC’s Volunteer Income Tax Assistance (VITA) site during tax season, including passing the IRS Tax Law Certification (training provided).
• Collaborate with internal teams and external partners to enhance service delivery and participant outcomes.
• Participate in team meetings, trainings, and organizational initiatives as assigned.

Fluent in English and Spanish (spoken, written, and reading).

Bachelor’s degree preferred; minimum of 2 years of relevant experience in financial coaching, case management, or social services.

• Experience working with low- to moderate-income households and diverse communities.
• Familiarity with culturally responsive coaching practices.
• Prior case management experience strongly preferred.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Zoom.
• Experience with database platforms for tracking and reporting.
• Ability to pass IRS Tax Law Certification during tax season (training provided).

• Strong interpersonal and communication skills.
• High level of professionalism, discretion, and organizational ability.
• Access to reliable transportation.

• Commensurate with experience, education, and market,$30-$33 per hour. Competitive benefits.

• Customer Service
  - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
• Interpersonal Skills
  - Maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.
• Oral Communication
  - Speaks clearly and persuasively in positive or negative situations; listens and obtains clarification; responds well to questions; participates in meetings.
• Written…