Provide one-on-one coaching for participants in MCD’s financial education program. Assist participants with goal setting, budgeting, credit rebuilding, debt repayment, savings, utilization of high quality financial services, and asset development. Ensure that participants follow up with referrals to other financial services professionals. Monitor participant progress toward financial goals. Maintains files for each coaching session that includes the intake form, credit report, counselor’s analysis and corrective action plan.Oversee participant enrollment in and completion of financial education classes. Distribute certificates to participants with completion of online courseAssist participants in opening savings accounts and maintaining savings agreements, per program-specific guidelines. Monitor participant savings activity and provide follow-up with account related issues, including missed deposits. Develop strategies to encourage participants to save regularly.Monitor participant progress toward asset goals, including successful completion of required asset-specific training requirements. Work in conjunction with MCD’s homeownership coach. Process account withdrawal requests in coordination with participants, financial institution partners, and related vendors.Collect all required data from participants throughout the program. Prepare detailed management and funder reports to MCD Program Coordinator related to status and progress of clients in the financial education and coaching program

Case managed approximately 116 low to very low income residents of the housing authority. Created and coordinated self-sufficiency programs to help residents achieve goals of GED completion, medical training, and homeownership. Recruited service providers and appoint them to a Program Coordinating Committee (PCC). Seeking and securing funding sources through grant writing and proposals. Produced the first ever FSS graduates resulting in home ownership and escrow pay outs. Created a comprehensive homeownership program that administers homebuyer education, financial management education and credit counseling