Company: Northwest Access Fund
Posted on: January 17, 2022
About UsNorthwest Access Fund is a 501(c)(3) nonprofit Community
Development Financial Institution (CDFI) established by and for
people with disabilities. Our mission is to offer people with
disabilities in Washington and Oregon customized loans, financial
coaching, and other resources to promote access to assistive
technology, independence, financial resilience, and life
opportunities. We envision a world where all people with
disabilities have access to the resources they need to fully
participate and thrive in our communities.Our Core Operating Values
AreImpact: We are focused and driven to deliver effective
services.Respect: We respond with compassion, creativity, and
kindness to reduce barriers while upholding the dignity of those we
serve.Community-driven: We are led by people with disabilities for
people with disabilities, and design solutions for diverse
communities, perspectives, experiences, and
circumstances.Person-centered: We recognize that everyone has
unique circumstances and collaborate with individuals, families,
and other organizations to support access to community
resources.Position SummaryThe Financial Coach works within the
Financial Capability Team to deliver high-quality, one-on-one
financial coaching and education to people with disabilities and
older adults in Washington and Oregon, with a focus in King County,
WA. The position can be for full-time or part-time employment.
Under the supervision of the Financial Capability Director, the
coach manages a caseload of primarily low-income people with
disabilities, providing individualized financial coaching that
takes into account each individuals unique financial circumstances
and goals. The role includes delivering coaching sessions,
recording coaching interactions, researching appropriate resources,
following up with clients, answering incoming inquiries, and
conducting outreach for the program. A background in financial
education and/or Benefits Planning (helping individuals manage
Social Security or needs-based benefits) is preferred, but
appropriate training will also be provided. Great communication and
interpersonal skills, a positive attitude, and good attention to
detail are essential for success in the role.Position
ResponsibilitiesFinancial Coaching and Education(-65%):Conduct
coaching sessions over the phone, by video conferencing, or
in-person (when public health situation allows), partnering with
clients, many of whom access public benefits, to establish
financial goals, pursue available resources, and develop strategies
to resolve past and present financial concerns. Deliver financial
education to relevant audiences.Relevant Issues Include
- Budgeting: assist with creating a budget that aligns spending
with a clients financial circumstances, values, dreams, and
- Banking: provide information and resources regarding safe and
affordable banking and credit union options; assist clients to
access Chexsystems report and present options available to address
barriers to becoming banked;
- Credit: review and analyze credit reports and in coordination
with the clients goal develop personalized plan to improve credit;
assist with disputing errors on credit reports and communicating
- Savings: provide strategies and information on various savings
opportunities to promote savings without jeopardizing access to
public benefits; assist eligible clients with opening ABLE
- Debt: assist with developing a plan to pay down debt, address
existing debt and debt collectors, and offer referrals to debt
relief resources, as relevant; assist eligible clients with
navigating medical debt, including assisting with filling out
financial assistance applications with hospitals;
- Identity Protection: offer strategies and resources to help
clients protect their identity; offer resources if a client has
been the victim of identity theft or fraud;
- Public Benefits: provide benefits analysis, planning, and
assistance to help clients who access Social Security benefits
explore and utilize work incentive programs, helping them
understand how employment income will affect their federal and
local benefits and increase their overall financial
- Collect and input quantitative and qualitative data in relevant
systems, including case notes for financial coaching sessions and
milestones and objectives reached.
- Research available resources for coaching clients and follow up
with information and encouragement in a timely manner.
- Maintain client confidentiality and keep files and data
- Conduct outreach activities to relevant community-based
organizations and governmental entities to promote Northwest Access
Funds programs and services and to engage new financial coaching
clients.Other Tasks (-15%):
- Serve as a point of contact for questions about all Northwest
Access Funds programs and services; as a small nonprofit, we all do
our part to help with projects as needed to fulfill our
mission.QualificationsEducation and Experience
- Bachelors degree or equivalent experience including lived
- Spanish fluency preferred.
- Experience with financial education or coaching preferred.
- Understanding of federal disability benefits and work incentive
- Demonstrated knowledge of and/or experience in working with
disability communities, broadly defined.
- Demonstrated ability to work effectively and respectfully with
politically, ideologically, culturally, and geographically diverse
people and communities.
- Understanding of ableism, racism, sexism, and other forms of
- Outstanding interpersonal and relationship-building skills and
a non-judgmental, positive, problem-solving attitude.
- Ability to effectively collaborate with diverse constituent
populations, including disability communities, older adults, BIPOC
communities, and LGBTQ+ communities.
- Ability to communicate effectively verbally and in
- Ability to learn quickly, work independently, and handle
multiple tasks efficiently with high attention to detail.
- Ability to provide an exceptional level of customer service: in
person, by email, and over the phone.
- Ability to be self-directed, take ownership and see projects to
completion in a timely manner.
- Ability to work as part of a team.
- Enthusiasm for continued learning and professional growth.
- Proficiency in Microsoft Office and Excel.
- Ability to learn new data management systems.Preferred
- Accredited Financial Counselor, Association for Financial
Counseling & Planning Education (AFCPE).
- Certificate in Community Partner Work Incentives
- If not currently certified, Northwest Access Fund will provide
educational opportunities. Candidates must be willing to obtain the
above certifications.Physical Requirements And Work Environment
- Primarily works in standard office conditions and climate.
- Primarily works at a desk and computer, likely for extended
periods of time.
- All staff are working remotely from home for the foreseeable
- $54,000 - $60,000 DOE annually for full-time work.
- Position can be for full-time or part-time employment.
- Option of employer-paid health, dental, and vision benefits for
the employee (100% of premium covered for employee).
- Option of enrollment in SIMPLE IRA (matches up to 3% of
- Paid time off: Starting level of 18 vacation days annually in
addition to 11 holidays and 15 sick days.
- Application Procedure
- To apply, please email resume and cover letter with the subject
line FINANCIAL COACH to Tiffany Kelly-Gray at
- In your cover letter, please address relevant experience,
qualifications, and reasons for your interest in the position.
- Applications will be reviewed and assessed as received until
the position is filled. Priority Deadline January 17, 2022.
- Please email Tiffany Kelly-Gray with questions at:
- We strongly encourage individuals with disabilities and people
from BIPOC communities to apply.by Jobble
Keywords: Northwest Access Fund, Seattle , Financial Coach, Accounting, Auditing , Seattle, Washington
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