Community Resource Navigator - Financial Programs
Listed on 2026-07-08
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Social Work
Community Health, Human Services/ Social Work, Community Support Services
Community Resource Navigator
- Financial Opportunities Programs
Job Summary:
Under the direction of the Director, Financial Opportunities, this position is responsible for providing one-time resource navigation services to community members as well as establishing more long-term relationships with ongoing participants who are seeking more dedicated support. The Community Resource Navigator will work with each individual, both short-term and long-term, to assess their unique needs, set goals, navigate resources, and identify supports to improve their households' financial stability.
Essential Functions:
Duties and Responsibilities:
- Relationship Building, Goal Setting, and Action Planning
- Create a welcoming environment to greet participants seeking assistance.
- Conduct an initial intake with each community member seeking assistance to identify needs, strengths, preferences, and barriers to success.
- Determine which level of service each community member needs and provide either one-time resource navigation services or establish a more long-term trusting relationship and set goals/create action plans with participants who need more dedicated support.
- Monitor participant progress towards goals and action plan steps that were set and support participants on an ongoing basis while they are progressing toward financial stability.
- Track progress and outcomes for both short-term and long-term participants.
- Provide services based on best practices in the sector, including person-centered services, trauma-informed care, and harm reduction models.
- Maintain participant confidentiality and any personally identifiable information at all times.
- Resource Navigation Research and connect participants with resources and programs that promote long-term financial stability.
- Assist participants to prepare applications and secure documentation required to access resources and programs.
- Work collaboratively with participants to secure access to resources and programs, removing as many barriers as possible.
- Outreach, Communication, and Collaboration
- Promote CAPRW services to communities, stakeholders, and partners.
- Work collaboratively with other agencies/institutions/service providers to create a network of resources (e.g., services, programs, resources, aide) that can be utilized for participants as needed.
- Work collaboratively with other individuals who are helping participants with their goals (e.g., social workers, case managers, shelter providers, employers, and/or educational institutions).
- Serve as a liaison between the participant and the systems they are accessing as needed.
- Program Management and Coordination
- Maintain accurate and complete records for all participants to document eligibility, program services and to track and report outcomes.
- Assist in creating reports that accurately represent activities contributing to monthly, year-end, program and long-term outcomes consistent with agency, program, and funder requirements.
- Assist with researching and developing communication materials and outreach strategies.
- Provide monthly, quarterly and annual program outcome reports.
- Maintain and support the program through coordination of office systems, databases, and file maintenance.
- Provide coordination and work effectively with staff to assure smooth, timely and efficient operation of the program.
- Attend staff meetings, other meetings, workshops and program-specific training sessions when appropriate.
- Perform other duties as assigned.
- Safety
- Responsible for conducting all duties in a safe manner.
Qualifications:
Education & Experience:
Bachelor's degree in a Human Services or related field with 3 years of related experience or an equivalent combination of education and experience to successfully perform the essential functions of the job.
Abilities and
Skills:
In order to be successful in this position, the person will at minimum need to possess the following abilities and skills:
- Must be able to fulfill departmental objectives using initiative, self-motivation, organizational skills, and sound judgment.
- Must have demonstrated experience providing resource navigation and/or community resource support.
- Experience working one-on-one with clients and community members in need.
- Experience with trauma informed and/or strengths-based case management or coaching.
- Professional and/or lived experience working with diverse communities and/or households defined as low income.
- Ability to relate to and communicate effectively with a variety of multi-ethnic and socio-economic groups and/or individuals.
- Demonstrated interpersonal skills, including collaborating with a team, working across program areas, disseminating information effectively and conflict resolution.
- Must have effective verbal and written communication skills.
- Public speaking skills preferred.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), web-based storage/document creation services (Google Drive and Google Docs) and electronic client records management experience.
- Knowledge of community resources…
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