General Functions
The Financial Wellness Program Manager is responsible for the development, implementation, and day to day operations of Cook Inlet Lending Center's ("CILC") Financial Wellness Education Program. Responsibilities will include aspects of program research, planning and design; drafting program curriculum, presentations, and workshops; oversight of program operations, including colleague collaboration, staff hiring and supervision, conducting one on one coaching and group presentations both virtually and in person; marketing, outreach, coordination with partner organizations; and all facets of program reporting.
Major Activities (Typical Duties/Responsibilities)
- Develops and oversees CILC’s Financial Wellness Education program including program design and implementation.
- Creates print and virtual curriculum for one-on-one coaching and presentations for workshops for topics including but not limited to Financial Literacy, Budgeting, Credit Knowledge, Credit Building, and Loan Readiness for Residential or Business Lending.
- Conducts financial wellness educational workshops and one on one coaching/counseling in person and virtually.
- Manages Credit Builder/Repair Loan products and monitors loan portfolio’s repayment status for awareness as needed for continued coaching.
- Oversees outreach and networking to promote CILC and create awareness of the financial wellness education programs with partners and referral networks such as lenders and technical assistance providers, with strong attention to reputation management.
- Collaborates with department managers, utilizing skillsets of staff for planning and conducting educational workshops, continuing to build the program.
- Develops marketing materials, manages program’s social media postings, and promotes financial wellness programs at vendor booth events.
- Maintains and manages confidential client data including logging all client communication, scheduling, and all technical assistance hours.
- Prepares monthly, quarterly, and yearly reports to submit to executive management.
- Supports CILC’s General Manager in the monitoring, tracking, and reporting for CILC’s grants and other funding sources.
- Supports CILC General Manager by developing and presenting program overview to the CILC Team, CILC Board of Commissioners, CILC's business and regulatory partners, CIHA or other housing authorities, affordable housing organizations and others as requested.
- Responsible for the oversight of all educational department operations including intake, scheduling one on one appointments, workshops etc.
- Recruit, hire and train all department personnel including coaches and counselors and other educational professionals to build a well-rounded team.
- Lead, motivate and coach employees to achieve mission impact and department goals.
- Create and deliver performance evaluations that are timely and constructive.
- Develop, implement, and periodically update programs and procedures.
- Performs other duties as assigned.
Skills and Abilities
- Extensive experience with one-on-one technical assistance/educational coaching.
- Experience with coordinating group training programs both in person and virtually.
- Excellent communication skills and professional demeanor.
- Excellent project management skills.
- Self-starter who is comfortable working independently and, in a team setting.
- Demonstrated organizational and information management skills.
- Ability to create both print and virtual instructional design materials using Power Point.
- Ability to deal with multiple project/program priorities.
- Ability to operate independently in a variety of circumstances with a reasonable amount of oversight and engagement from organizational executive leadership.
- Adapts to unexpected challenges with grace and tact.
- Excellent judgment and rational decision making.
- Excellent interpersonal skills and flexibility to deal effectively with a variety of people, situations, challenges, and changes.
- Non-judgmental attitude and willingness to treat others with respect.
- Thorough understanding of applicable laws, regulations, rules, and policies.
Education and Experience
- Bachelor’s degree in education, business administration, finance, accounting, urban or rural studies, or related discipline preferred.
- Minimum 5 years' experience in community development related field such as but not limited to financial education training, learning and development, program development or related field required.
- Minimum 2 years supervisory or management experience; preferred.
- Experience in print and virtual presentation development and implementation, one on one coaching, group presentations, consumer credit analysis, accounting or CDFI industry related field may be substituted for college on a year-for-year basis.
Cook Inlet Housing Authority provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. Employment preference is given to eligible and qualified Alaska Native or American Indian candidates to the extent required or permitted by applicable law.
Job Type: Full-time
Pay: $96,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Experience level:
Schedule:
Experience:
- Community Development: 5 years (Preferred)
- Supervisory or management: 2 years (Preferred)
Ability to Relocate:
- Anchorage, AK 99503: Relocate before starting work (Required)
Work Location: In person