The Resurrection Project seeks a team leader with energy, innovation, and leadership to execute Financial Wellness programming. The Director of Financial Wellness is responsible for the administration of TRP’s homeownership and financial empowerment counseling and education. Main duties include the implementation of TRP’s financial education and housing counseling programs, development of educational programs, supervision of staff, and building relationships with industry professionals. Department services include pre- and post-purchase counseling, foreclosure counseling, financial coaching, and educational workshops.
After 30 years and an initial seed capital of $30,000 from area parishes, The Resurrection Project (TRP) has grown to become a powerful and effective social enterprise that seamlessly blends community development, community organizing, and advocacy with human service delivery to create vibrant, healthier, and involved communities. Our efforts have resulted in leveraging over $537 million in community investment.
General Job Description
The Resurrection Project seeks a team leader with energy, innovation, and leadership to execute Financial Wellness programming. The Director of Financial Wellness is responsible for the administration of TRP’s homeownership and financial empowerment counseling and education. Main duties include the implementation of TRP’s financial education and housing counseling programs, development of educational programs, supervision of staff, and building relationships with industry professionals. Department services include pre- and post-purchase counseling, foreclosure counseling, financial coaching, and educational workshops. Director is responsible for establishing and maintaining the Department use of the TRP Unified Data System to empower staff to use relevant knowledge to provide high-quality customer service, manage change and growth, improve program performance and outcome, and extend the TRP influence to external audiences. Director fosters an organizational culture of impact-driven data fluency and appreciation for data management systems and using data to improve programs and learning. Approximately 20% of the Director’s time is spent providing direct service (counseling and workshops) and 80% of time is spent performing administrative and supervisory duties. The Director of Financial Wellness is a member of the Financial Wellness department and the Community Wealth Building Pillar and works with other staff to further TRP's mission through the promotion of financial capability, sustainable homeownership, and wealth building.
- Establishes and monitors procedures to ensure smooth operation of programs and quality client services in the areas of homeownership, financial capability, and post-purchase counseling and workshops.
- Monitors and ensures compliance of programs and contracts in accordable with HUD and other entities.
- Supports VP of Financial Wellness with the oversight of the department budget, staff, facilities, materials and equipment, and other assets to ensure responsible control and utilization of TRP resources.
- Develops and oversees the implementation and marketing of educational programs within the community, including financial education, pre- and post- purchase workshops, foreclosure prevention workshops, and individual counseling services.
- Develops and manages FW staff, including recruitment and selection; scheduling and job assignments; counseling and coaching; development and training; performance evaluation; and other personnel actions in accordance with relevant policies and procedures.
- In alignment with TRP’s strategic plan, develops goals, objectives, and workplans for the department and ensures they are achieved. This includes work plans and compliance for projects from funding intermediaries and financial institutions, including, but not limited to UnidosUS, IHDA, NALCAB, MAF (Lending Circles).
- Leads the integration of Financial Wellness across TRP’s target communities and within internal departments/programs, such as immigration legal services, community organizing, and affordable housing.
- Oversees the “Ventanilla de Assesoria Financiera,” an initiative that brings financial capability services to the Mexican Consulate of Chicago.
- Provides one-on-one financial counseling, including individualized Financial Action Plans, and group education to community residents.
- Cultivates, manages, and expands relationships with financial institutions, corporations, government agencies and others to facilitate new investments into TRP’s service area and further TRP’s Financial Wellness goals and the organization’s mission.
- Identifies and/or develops new loan products and services to assist clients with various homeownership and loan product needs.
- Approximately 15% of time dedicated to TRP Unified Data System Responsibilities:
- Train, monitor, and support direct-report staff in continuous use of the TRP Unified Data System, including Saleforce CRM to produce high-quality services to customers and data to TRP (timely, clean, and complete data).
- Foster an organizational culture of impact-driven data fluency and appreciation for data management systems and using data to improve programs and learning.
- Create and support a culture of results-based accountability across all TRP pillars.
- Provide reports, information and analysis for the purposes of customer service, program development, policy advocacy, and strategic leadership.
- Recommend and maintain continuous use of Unified Data System goals, strategies, policies, and procedures by evaluating organization outcomes, identifying problems, evaluating trends, and anticipating requirements.
- Supervise and ensure staff training, coaching, and technical assistance with an emphasis on reinforcing use of the reports in combination with other ways of knowing.
- Remain current on industry best and promising practices in IT monitoring, evaluation, and impact assessment methods and ideas.
- Collaborate to produce materials that communicate our approach to knowledge management, including monitoring and evaluation systems.
- Collaborate and manage the design and implementation of other research (e.g. case studies, observations, focus groups, etc.) and produce reports of findings that will be shared with internal and external stakeholders.
- Supports grant writing efforts for Community Wealth Building funding opportunities.
- Maintains required job skills and core professional competencies.
- Attends and participates in required educational programs and staff meetings. This includes conferences, meetings, and trainings across the city, region, and country.
- Performs other duties as assigned.
Essential Knowledge and Skills
- Bachelor's Degree and five years’ experience in housing counseling, community development, finance, real estate, social work or related field, or equivalent experience required. Master’s Degree preferred.
- Five years’ experience in management and staff supervision. Demonstrated management skills and ability to supervise and build teams.
- Experience in workshop development and adult education, lending and financial services, teaching, and/or counseling; HUD Housing Counseling Certification a plus.
- Direct experience in implementation, development, and/or management of federal, state, or local housing programs and initiatives.
- Bilingual in English and Spanish required.
- Demonstrated ability to build relationships and work effectively with people of diverse social, faith, economic and racial/ethnic backgrounds.
- Excellent verbal and written communication; experience with marketing and sales a plus.
- Excellent organizational skills and the ability to prioritize multiple tasks and duties.
- Demonstrated public presentation skills.
- Proficient knowledge of MS Office and Internet required; Smartsheet and Salesforce preferred.
- Ability to learn, work and improve CRM systems (in particular, Salesforce CRM is a bonus)
- Highly motivated and demonstrated ability to work independently as well as part of a team, problem solve, and be persistent.
- Adhere to highest ethical standards.
- Attention to details.
Special Working Conditions and Demands
- Willingness to work flexible hours as needed; evenings and weekends required.
- Access to a car, valid driver’s license, and ability to travel within the metropolitan area and sometimes out of state.
Supervisory Relationship: COO
Position Classification: Full-Time, Exempt
Work Location: 1805 South Paulina, 5th Floor Chicago, IL 60608
Statement of Equal Opportunity
The Resurrection Project is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy),national origin, ancestry, age, marital status, sexual orientation (including gender identity), military status, disability, language (any language use not related to job duties), or any other status protected by applicable federal, state, or local law.
How to Apply
Please send resume and cover letter by email or mail. No phone calls please.
Contact Information Email: email@example.com
Mail: Human Resources, 1805 South Paulina St, Chicago, IL 60608