• Director of the Financial Empowerment Center

    PathStone Corporation (Rochester, NY)


    Director of the Financial Empowerment Center, The Housing Council at PathStone

     

    Summary Purpose for the Position

     

    Provide planning, development, quality control and management of The Housing Council at PathStone’s Financial Empowerment Center.

     

    Provide leadership to field staff in the pursuit of the FEC counseling services four guiding principles: establishing safe banking relationships, increasing savings, reducing debt and building credit.

     

    FECs are located in areas with high concentrations of poverty and financial distress.

     

    Director of the Financial Empowerment Center position will report directly to the Executive Director of The Housing Council at PathStone.

     

    The Director of the FEC is integral to the growth and success of this initiative, with primary responsibilities related to community partnerships, ongoing operations, counselor management, and data tracking.

     

    Works closely with the Executive Director of The Housing Council at PathStone to provide program data needed for grant applications and other resource development efforts.

     

    Responsible for timely delivery of all production report data as required by sources.

     

    Requirements (Education, Experience, Certification, Knowledge, Skill)

     

    Position requires B.A. or comparable training and experience in the field of housing finance and program management.

     

    Dynamic, committed individual with strong interpersonal skills and a passion for supporting people with low incomes to build greater financial stability.

     

    Experience in financial education, asset building, or community development preferred.

     

    Strong skills in strategic planning, program development, negotiations, and written communications.

     

    Strategic thinking, with thoughtful, thorough, and detailed follow through.

     

    Systems development and tracking competency required.

     

    Comfortable with taking initiative; effective, collaborative worker; able to retain focus while multi-tasking.

     

    Ability to function effectively within protocols and challenges of operating within a high-profile local government program.

     

    Attention to detail and production of quality work, along with ability to work quickly and under pressure.

     

    Experience with large datasets and data management preferred.

    Position Responsibilities

    Support the programmatic design and implementation of the initiative.

     

    Act as the liaison between The Housing Council at PathStone and referral partners and hosts.

     

    Work with partners to problem-solve operational issues, including programmatic integration with host sites and referral relationships with other local government agencies.

     

    Support the marketing, outreach, and strategic referrals of clients to the FECs.

     

    Oversee organization’s implementation of client management and database system.

     

    Ensure that data collected within the client management and database system is complete and accurate.

     

    Collect, aggregate, and prepare any programming reports for the Local Government Manager, funders, partners, etc.

     

    Guide staff to ensure complete and accurate data input into client management and database system to document client progress and record program outcomes.

     

    Train all FEC employees and referral partners on the FEC model.

     

    Supervise the financial counselors at the FECs and provide direct counseling as needed to program participants.

     

    Develop and implement work schedules that meet client demand for service.

     

    Ensure that FECs are compliant with program protocols, outcomes and other requirements.

     

    Report regularly to the Housing Council at PathStone leadership team.

     

    Participate in regular calls and semi-annual reviews with local government and funders.

     

    Successfully complete and pass counselor training.

     

    Assist in the development and implementation of a sustainability plan.

     

    Working Conditions/Environment

    The following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job:

    • Sit – up to 6 hours in a regular workday

    • Stand – 4 - 6 hours in a regular workday

    • Climb – 1 – 2 hours in a regular workday (includes stairways)

    • Lift up to 40 pounds as needed

    • Travel to multiple locations

     

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

     

    This position will require occasional travel, work irregular hours including evenings and weekends for at least 25% of work time.

     

    Transportation Requirement

     

    Position requires automobile for work responsibilities, driver’s license and insurance.

     

    Last Updated: 4/17/2024