Asset Building Specialist

Overview

POSITION: Asset Building Specialist

JOB CLASS/GRADE: Coordinator 1;
Specialist 2/Grade 7

WAGE: Starting at $52,488 per year based on experience

FLSA; EEO; WC: Non-Exempt;
Professional; 8864

LOCATIONS: IRCO Main Office, 10301 NE Glisan St Portland OR 97220. Hybrid schedule

FTE; FT/PT; STATUS
: 1.0 FTE;
Full-Time with Benefits;
Regular

NUMBER OF POSITIONS: (1)

APPLY AT: (Use the "Apply for this Job" box below)..org

STATUS: Full-Time with Benefits

PROGRAM(S): Individual Development Account / Business Technical Assistance

SECTOR: Economic Development

REQUIREMENTS: Must possess a valid driver’s license, current auto insurance and have full use of an automobile during work hours. English fluency required, bilingual preferred. Minimum of two years of experience with Small Business Technical Assistance and/or IDA programs.

Program Summary

The Small Business Technical Assistance (SBTA) and the Individual Development Account (IDA) programs provide services in Multnomah, Washington, and Clackamas Counties to small business owners and startups. Assist participants with technical assistance and problem-solving skills to access available resources and/or to accomplish their business goals. Provide financial education and specific training for education, home ownership, asset-owned vehicles, and small businesses.

Position Summary

The Asset Building Specialist works with the SBTA and/or IDA programs. Provides expert assistance and support to clients, addressing their needs, resolving issues, and ensuring high-quality service delivery in areas like finance, accounting, and business operations. Responsible for organizing and leading the internal and external program activities and basic project management activities.

Essential Functions

• Adhere to program, agency and federal legal policies on client confidentiality.
• Provide comprehensive, community-aware approach, and linguistically based business coaching and Technical Assistance to clients. Services include market analysis, business planning and development, registrations and licenses, childcare and general businesses, grant applications, leasing, referrals, matching funds, education, and emergency services.
• Serve as a business liaison for clients and service providers.
• Provide interpretation and translation as able and needed.
• Protect clients’ privacy and follow agency and funder confidentiality policies.
• Maintain up-to-date client records in case files, IRCO’s database, and funder-required databases.
• Engage in outreach and community engagement activities.
• Attend and complete required training (some trainings may require certifications).
• Organize activities according to an agreed plan with supervisor.
• Facilitate program referrals and activities.
• Assist clients with transportation services (e.g., for bank accounts, purchases, etc.).
• Participate in outreach and educational activities in communities, attend meetings and conferences.

Secondary Functions

• Stay involved with community gatherings to promote program services and recruit eligible clients.
• Assist clients to study provided training materials prior to sessions.
• Conduct financial education classes.
• Availability to work occasional evening and weekend hours.
• Perform other duties as requested.

Education & Experience

MINIMUM JOB SPECIFIC

QUALIFICATIONS:

• Proficiency in Microsoft Office, Excel and online platforms.
• Ability to present information clearly and respond to questions from management, staff, participants and external partners.
• Familiarity with business resources and programs for referrals such as business registrations, certifications, financial education, matching funds services, etc.

PREFERRED QUALIFICATIONS:

• Bachelor’s degree in business administration or equivalent field, or equivalent work experience.
• English fluency required, bilingual preferred.
• Experience working with the business community.
• Familiarity with service providers involved in business, lending, banking, social services, and/or childcare provider training.
• Strong interpersonal skills, including listening, problem-solving, and relationship-building.
• Ability to work well in a team and independently; adaptable to a fast-paced environment.

Physical, Mental, & Environmental Requirements

• Hybrid setting
• Analyti…