Program Navigator job vacancy in greenpath, inc. (Philadelphia, PA 19103)

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Company name : greenpath, inc.
Location : Philadelphia, PA 19103
Position : Program Navigator

Description :
POSITION PURPOSE

The Program Navigator is an advocate for individuals seeking Clarifi’s assistance solving immediate financial concerns or building long term financial stability. Using a client-centered approach, clients are empowered to achieve their goals and build financial resilience through personal finance education and program application navigation. This role provides support to clients throughout the process and engages them deeply on key areas of personal finance including spending plans, debt maintenance, home equity planning.

POSITION DETAILS

COVID Vaccination Required for Clarifi Employees
Primarily Remote, includes one day in office per month. Eligibility to continue to work from home is based on your ability to meet performance metrics.
Must be able and willing to commute to the Clarifi Center City Philadelphia office for work meetings and assignments as needed.
Full-Time, Benefits Eligible
Schedule: Typical Business Hours with some Evenings and Saturdays

MAIN RESPONSIBILITIES & DUTIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Program Navigation

Serve as the first point of contact for clients, ensuring clients feels seen and heard
Identify appropriate programs, schedule appointments and make referrals to community resources
Collect required documentation from clients, verify and put in document management system
Follow up with clients by phone and email to document status and advise on next steps including documents required, goals achieved and updated needs analysis

Counseling and Follow Up

Complete financial empowerment sessions with clients to identify strategies that move them toward their goals
Provide technical assistance with that moves clients toward their goals including grant applications, credit history, accessing financial instruments such as insurance or loans
Educate clients on personal finance that increases their financial resilience and empowers them to resolve financial issues.
Document recommendations, strategies and key learnings in individualized action plans and ensure clients understand their role in the process
Understand and communicate options and community resources available for addressing issues such as grants, municipal agencies, and community social service organizations.
Follow up with clients to document client progress and support their implementation of recommended strategies.

Administrative

Obtain program training and certification requirements including HUD, NFCC, PHFA and other counselor certifications within agency and housing contract required timeframes
Maintain counselor certification by earning required number of Professional Development Units annually through counseling, continuing education and workshops or seminars
Perform all computer system functions associated with the counseling session and client record, including working with internal and external systems and client data management systems. These functions include but are not limited to collecting, tracking and reporting required data.
Work across the agency to resolve client issues.
Maintain flexible work schedule, including evening and weekend hours and branch location to respond to business and client need.
As required support branch location operations by coordinating maintenance, and miscellaneous administrative functions.
Represent Clarifi at workshops and community events as needed.
Maintain regular and predictable attendance.
Compose correspondence and presentations with proper spelling, grammar and articulation.
Perform special projects and/or assignments as directed by management

PROFESSIONAL KNOWLEDGE, SKILLS & ABILITIES

Bachelors degree or a 3 years customer service experience required.
Ability to exercise judgment when evaluating and analyzing clients’ financial situation, understanding and setting goals and documenting recommendations in an individualized action plan.
Strong verbal and written communication and interpersonal skills, including the ability to engage with individuals facing financial stress, and respond clearly to questions with information that is clear to the client.
Ability to communicate across a wide variety of channels including phone, email, text and chat as needed to help clients
Strong organizational and time management skills including the ability to prioritize deadlines and perform multiple tasks and projects simultaneously with limited supervision.
Outcome driven with a strong client focus.
Energetic, fun and interested in working in a fast-paced and collegial environment.
Proficiency with Office 365, client management software and web-based applications is required.

QUALITIES & CHARACTERISTICS

Commitment to Mission. Passion for serving low-income populations and strong and demonstrated commitment to social justice, various forms of equity, and anti-poverty initiatives. Understanding of the root causes of poverty and systems and structures that perpetuate inequality.
Personal qualities. Clarifi requires the highest ethical standards and integrity in service to our clients and partners. The ideal candidate will possess maturity, self-awareness, empathy, flexibility, cultural humility, and an exceptional capacity for team and community building.
Strong interpersonal and one-on-one coaching skills. Ability to form strong, trusting partnerships with clients and to provide financial coaching that is non-judgmental, empathetic, and culturally proficient.
Interest in personal finance and comfort with quantitative calculations. Strong personal finance competencies are not required prior to applying for the role, as training and certification in personal finance will be provided. Interest in learning about, and building proficiency in, personal and consumer finance.
Commitment to innovation, excellence, and entrepreneurship. Energized to work in an entrepreneurial, growth-oriented nonprofit organization. Demonstrated commitment to testing and evaluating new ideas and to building a model organization. The ideal candidate will be a proactive team player with a willingness to pitch in to support larger goals. Detail-focused and strong commitment to client services and consumer protection.

WORKING CONDITIONS & PHYSICAL REQUIREMENTS

Physical Demands:

There are no special physical demands required by this position. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment:

The environment for this position is a standard office environment. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Travel:

Position is based in one or more of Clarifi office locations and may require travel in Southeastern Pennsylvania, Southern New Jersey and Delaware to other Clarifi offices and partner locations within agency’s service area. Candidate must be able and willing to travel to locations within agency’s full service area. Travel may also be required to alternate locations for workshops, and/or seminars.

The Perks:
What will you get out of working at Clarifi? In addition to a competitive compensation and benefits package (medical, vision and dental plans), here are some of the additional perks our employees enjoy:

We all need some “me time” every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy.
Saving for Retirement? Clarifi employees can start contributing to a 403b right away! We also have a 401(a) Profit Sharing Plan. After one year of employment we make a monthly contribution to eligible employee’s Profit Sharing Account equivalent to 5% of their monthly gross compensation.
Need to reduce your student loan debt? Clarifi is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.
Planning on growing your family? Clarifi offers paid Maternity and Paternity benefits.
Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, Clarifiteam members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.

Clarifi reserves the right to change this description at any time. Clarifi practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual’s race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.

Typically business hours, some evenings and Saturdays as needed
40 hours / week

Disclaimer : all data is sourced from indeed and we are not responsible for any error

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