JOB DESCRIPTION
ASSOCIATE PROGRAM MANAGER, EMERGENCY SAVINGS AND CREDIT BUILDING
BACKGROUND:
Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future.
Position Summary: The Associate Program Manager, Emergency Savings and Credit Building is responsible for strategic management and day-to-day operations and communications of assigned EmergencySavingsPlus and credit building programs, delivery of financial education classes and financial coaching sessions, client support, and account management.
JOB RESPONSIBILITIES:
- Fully understand all aspects of the assigned Program(s).
- Teach CAAB’s financial education classes.
- Compile financial education training materials for classes and coaching onsite and offsite.
- Provide case management for clients participating in financial education and savings programs.
- Enter critical client data into CAAB database system(s).
- Develop and present program presentation and materials to CAAB participants and stakeholders.
- Generate, review and distribute month-end and annual reports to CAAB management and partner organizations.
- Respond to participants’ inquiries via e-mail or phone and provide information related to their Savings Accounts.
- Review client Applications for program eligibility and follow up with clients regarding missing documentation; prepare enrollment packets for accepted clients; contact program clients regarding matched savings account compliance; work directly with case management staff at partner agencies.
- Work with CAAB staff to develop and distribute outreach and marketing materials for CAAB's programs, including providing descriptions and distributing materials to target outreach populations.
- Represent Matched Savings Program and CAAB both virtually and at local events
- Connect enrolled savers to CAAB's other areas of work and other resources as appropriate.
- Manage the day-to-day program operations.
- Other related duties as assigned.
QUALIFICATIONS:
- Must have a Bachelor’s Degree in a relevant field or a minimum of three years of relevant experience.
- Demonstrated experience in decision-making and managing multiple tasks simultaneously.
- Expertise in using technology to record and share information, and streamline operations.
- Have strong presentation skills.
REQUIRED KNOWLEDGE AND SKILLS:
- Organized with a strong attention to detail.
- Able to work independently and under pressure.
- Able to meet tight deadlines in a fast-paced environment under minimal supervision.
- Excellent communication and technical writing skills, full command of MS Office products, technology skills.
- Excellent presentation, time management and organization skills
- Ability to listen to customer needs and promote financially sound decision-making.
- Experience working with low- and moderate-income individuals and families
- Cultural understanding and awareness of socio-economic matters in the Washington metropolitan region
DESIRED QUALIFICATIONS AND SKILLS:
- A graduate degree or/and certification in finance, sales, marketing, or related fields
- We support equal employment opportunity. We highly encourage people of color and bilingual to apply.
- Knowledge of digital multimedia tools is a plus.
Hours: 9:00 AM - 5:00 PM Monday through Friday with some evening and weekend hours required as needed.
HOW TO APPLY: Email your resume and cover letter to hr@caab.org.
About Capital Area Asset Builders
Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future.
Connect with CAAB via our social media platforms:
- Twitter: @CAAB_GreaterDC
- Facebook: https://www.facebook.com/CapitalAreaAssetBuilders
- LinkedIn: https://www.linkedin.com/company/capital-area-asset-builders
- Instagram: https://www.instagram.com/capitalareaassetbuilders/