Financial Educator and Coach (Bilingual in English and Spanish Preferred)

POSITION TITLE: Financial Educator and Coach
ANNUAL PAY: $46,450 - $57,450 ($2,000 sign on bonus for HUD certified candidates!)
EMPLOYMENT TYPE: Full time / Non-exempt
ANTICIPATED START DATE: TBD
DEPARTMENT: Asset Building Services
REPORTS TO: Asst. Director for Asset Building Services
DIRECT REPORTS: No
POSITION TYPE: Hybrid (Onsite hours) at Clackamas or Marion County locations

ABOUT DevNW:
DevNW and our CDFI partner Community Lending Works (CLW) and Construction Partner
Neighborhood Building Corporation are fostering vibrant, inclusive communities by
prioritizing housing, asset development, wealth building, and small business development.
To do this work we are deconstructing pervasive systems of oppression such as racism,
classism, or sexism that maintain persistent disparities and perpetuate deep imbalances
in power, opportunity, and wealth.

OVERVIEW:
The Financial Educator and Coach serves as a financial educator, coach, and community
partnership coordinator. This position will deliver financial education and coaching, build
community partnerships for increased homeownership among historically discriminated
communities, support clients with resources, and ensure accurate documentation for
compliance and program success.

In this opportunity, you will excel if you recognize the collaborative nature of coaching,
tailoring support to individual goals and aspirations. It understands the importance of
homeownership for long-term affordability, generational wealth, and economic growth,
while embracing empathy and trauma-informed practices. Additionally, it is committed to
addressing systems of oppression and advancing economic and social justice by
increasing wealth building and homeownership rates in historically excluded communities.

REQUIRED COMPETENCIES:
● An ability to analyze peoples’ financial picture, translate those findings into useful
information and co-develop pathways towards money-related goals and action steps.
● Have a foundational knowledge of personal finance and/or homeownership and a
commitment to staying up to date on industry developments and best practices.
● Ability to explain financial concepts in accessible ways, and confident in applying basic
mathematical functions like ratios and percentages.
● Experience working with a diverse range of individuals from different backgrounds,
including those from different racial, gender, immigration, and socioeconomic status
backgrounds, for at least one year.
● Demonstrated experience and comfort adapting your coaching and teaching approach to
meet the unique needs of each individual.
● Demonstrated ability to manage and navigate multiple tasks with competing deadlines
while collaborating with both internal and external stakeholders to ensure timely
completion and successful outcomes.
● Ability to effectively utilize Microsoft Office Suite applications, including Excel, Word,
and Outlook, Adobe Acrobat, Zoom, Teams, as well as experience learning and adapting to
new software programs.
● A private and comfortable home office environment that allows for focused and
uninterrupted counseling and class sessions.
● A valid driver’s license and the ability to travel regularly across DevNW service areas,
Lane, Benton, Marion, and Clackamas counties.
● Ability to lift and move objects weighing up to 40 pounds and comfortably stand for
extended periods of time during class instruction.
● Ability to work a flexible schedule including evenings and weekends to meet the needs of
the program and clients.
● Preferabally, the candidate will be HUD certified. $2,000 sign bonus if you are already
HUD certified!
●Ability to pass the HUD Housing Counselor Certification exam within 60 days of hire.
(Internal and external training will be provided)

RESPONSIBILITIES:
● Provide one-on-one financial or homeownership consultations, including budget
counseling, analysis of credit, analysis of debt-to-income ratios, explanation of debt
repayment options, creation of an action plan, and referrals to other programs and
services.
● Facilitate adult education using a variety of teaching methods to ensure that educational
content is accessible and effective for adult learners with varying learning styles.
● Coordinate and conduct classes in first-time home buying, personal finance, other
financial wellness topics, and other DevNW partnership group education efforts.
● Collaborate with your team of Financial Coaches to develop, revise and evaluate DevNW
curriculums, class material and outreach collateral. Research alternative curriculums for
potential enhancements.
● Create educational and social videos and content around financial wellbeing and home
buying.
● Keep up-to-date on relevant information in the personal finance and homeownership
field.
● Provide language-appropriate instruction, counseling, and translation as needed or
requested (Bilingual Financial Coaches only)
● Develop partnerships and conduct outreach with communities that have experienced
marginalization and historical disinvestment, and partner with the in-house Outreach
Coordinator on outreach approaches
● Compile and maintain complete and accurate client and class files in order to account
for services supported through various funding streams. Ensure client and class data entry
and administration tasks are completed in a timely manner.
● Recruit, train, and manage volunteer guest instructors, including mortgage lenders,
realtors, home inspectors, insurance agents and financial planners.
● Create written material to communicate with clients, volunteers, and partners. Ensure
timely communication.
● Coordinate all aspects of classes including reserving class spaces, confirming
volunteers, conveying information to participants, ensuring website and digital calendars
are up-to-date.
● Identify issues and trends affecting clients, and communicate your observations (as well
as potential program updates/changes) to the Financial Innovation Manager and Financial
Wellbeing Director.
● Utilize study materials, training sessions, and designated study time in preparation for
HUD exam
● Participate in staff and program area meetings and training.

BENEFITS:
● Generous employer contribution for Employee medical, dental and vision insurance.
Medical insurance includes extensive behavioral health, chiropractic and acupuncture
benefits.
● Annual paid time off includes vacation, sick, personal and self-care days.
● The organization recognizes all twelve federal holidays as paid days off as well as two
floating holidays to acknowledge or celebrate important days not a part of the
organizational holidays.
● 401k program with employer match after one year of service
● Voluntary Life/AD&D, Accident & Illness insurance programs and Flexible Spending
Account (FSA) with debit card. A robust Employee Assistance Program (EAP) available to all
employees regardless of enrollment in the benefit program includes eight counseling
sessions, legal assistance, identity theft protection, pet insurance and gym discounts.
● Perks include Flexible work schedule (4/10s, 4/9s 4, 5/8s or modified version of 40
hours appropriate to fulfilling duties); Hybrid – work from home or one of four office
locations; Home office set-up stipend, Monthly internet stipend; Monthly cell phone
stipend or mobile phone (if applicable); Annual Gathering prize giveaway; and Free
financial education classes.

TO APPLY: Provide an introduction letter via email detailing your interest that
includes the following to < ross.kanaga@devnw.org >.
3. Current resume
4. Portfolio (if applicable)
Application Due Date: Until Filled

DevNW is an Equal Employment Opportunity Employer. All qualified persons are
encouraged to apply. Applications for employment will be considered without regard to
race, color, national or ethnic origin, religion, gender, gender identity, sexual orientation,
marital status, age, disability, and any other characteristic protected by applicable law.
Studies have shown that women and people of color are less likely to apply for jobs unless
they meet every one of the qualifications listed. We are most interested in finding the best
candidate for the job, and that candidate may be one who comes from a less traditional
background. If you meet key qualifications for the job, and believe you would be the best fit,
we encourage you to apply; please use your cover letter or introductory email to explain
how you will accomplish parts of the job for which you have less experience. If you are
unsure whether you meet the qualifications of this position, please feel free to contact us.
DevNW values diversity and supports a welcoming, inclusive environment where all of our
employees can thrive. We value a workforce that is representative of the communities we
serve.

DevNW is an Equal Employment Opportunity Employer committed to providing reasonable
accommodations to individuals with disabilities in accordance with the Americans with
Disabilities Act (ADA) and other applicable laws. If you require accommodations due to a
disability to participate in the application process, please email < contacthr@devnw.org. >

Salary : $46,450 - $57,450