Financial Empowerment Center; FEC

The Orange County Financial Empowerment Center (FEC) aims to improve the financial stability of Orange County residents by providing high-quality, one-on-one financial counseling as a public service. FEC counseling services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. The FEC is operated in partnership between Orange County Local Government and Habitat for Humanity Greater Orlando & Osceola County (Habitat Orlando).

FEC partners with many government and nonprofit social services in the community to help low to moderate income residents address their financial challenges and needs and plan for their futures.

• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Assess client needs and develop individual financial action plans with each client.
• Engage in ongoing follow-up with clients.
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.
• Follow required protocol and program requirements.
• Collect, track and report required data using a client management database.
• Participate in initial training and ongoing professional development training.
• Successfully complete and pass counselor training.

• Passionate about the Habitat for Humanity mission and purpose.
• Strategic and critical thinker able to focus on operations, systems, and procedures.
• An entrepreneurial spirit with a demonstrated ability to take initiative, prioritize work, be highly organized and work independently and flexible in a dynamic environment.
• Passion for learning, synthesizing ideas and integrating ideas into practice.
• Experience in meeting planning and discussion facilitation.
• A collaborative nature and ability to work within a team while maintaining accountability and responsibility for goals as an independent individual is critical.
• Ability to read and process financial documentation.
• Proficient in Microsoft Office Suite and able to use a client management database.
• Maintain confidentiality of sensitive information.
• Ability to work on multiple projects at once in a fast-paced environment.
• Strong communications and excellent writing skills with an ability to craft high quality reports, correspondence, and other materials.
• Ability to work directly with people from diverse racial, ethnic, and socioeconomic backgrounds.
• Ability to provide outstanding customer experience and a passion for assisting people.
• Knowledge of community resources or social services.
• A high level of patience and empathy.

This position has no supervisory responsibility.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands, reach with hands/arms, listen, and communicate. The employee must be capable of lifting and/or moving up to 20 pounds on a as needed basis and will occasionally be required to stand and walk for extended periods of time consistent with a typical office environment.

This is a full-time, salaried position and the office hours of operation are Monday through Friday, 9 a.m. to 5 p.m. Some early mornings, evenings, and weekends may be required.

This position involves frequent travel within Orange County.

• Bachelor’s Degree from an accredited college and/or two years of experience of relevant work experience with some background in social service delivery, community engagement/outreach, financial education, or counseling/coaching.
• Must have knowledge about credit, debt, and money management; savings and investment options; and safe financial products and services.
• Must successfully complete and the counselor training as defined by the national FEC Training Standards within first 90 days; training provided by FEC.
• Must obtain and maintain annually Anti-Money Laundering certificate within first 90 days: training provided by Habitat.
• Must obtain and maintain annually Safeguarding certificate within first 90 days: training provided by Habitat.
  
  Must exhibit strong fiscal responsibility.
• Fluency in speaking, reading, and writing Spanish and/or Creole.

• Previous case management, social service, housing, emergency management, non-profit experience preferred.
• Experience with asset building programs a plus.
• CFE Financial Counseling Certification is highly…