Family Asset Building Coordinator

• Supervise Family Asset Building Specialists, providing coaching, guidance, and performance feedback.
• Monitor case documentation for accuracy, completeness, and compliance with program standards.
• Support onboarding and training of new staff and volunteers.
• Facilitate regular team check-ins and contribute to a collaborative work environment.

• Provide advanced financial coaching and case management to participants with complex needs.
• Assist participants in navigating electric vehicle rebate programs, including eligibility screening, document collection, and loan readiness assessments.
• Refer participants to appropriate financial education and coaching services when needed.
• Support participants in accessing credit-building loans, affordable financial products, and income supports.

• Support planning and coordination of seasonal initiatives and events (e.g., Financial Literacy Month, VITA outreach).
• Assist with volunteer coordination and engagement in financial empowerment activities.
• Participate in outreach efforts and represent the program at community events, occasionally during evenings or weekends.

• Ensure timely and accurate data entry in systems such as Salesforce, TaxSlayer, and Quickbase.
• Provide participant-level data and program updates to the Program Manager.
• Assist in preparing internal reports and summaries for grant tracking and evaluation.

• Financial coaching and asset-building strategies.
• Case management principles and participant engagement techniques.
• Electric vehicle rebate programs and financial product navigation.
• Grant-funded program operations and reporting requirements.
• Digital tools and case management systems (e.g., Salesforce, TaxSlayer, Quickbase).
• Culturally responsive service delivery and community-based outreach.

• Proficiency with Microsoft Office Suite, especially Excel; and CRMs, especially Salesforce
• Strong written, verbal, and interpersonal communication skills.
• Strong interpersonal, written, and verbal communication skills.
• Ability to supervise and support staff in a collaborative and inclusive manner.
• Proficiency in Microsoft Office Suite, especially Excel.
• Bilingual in English and Spanish preferred.
• Ability to manage multiple priorities and meet deadlines.
• Commitment to advancing economic mobility and service to underrepresented communities.
• Ability to engage respectfully with individuals from various socioeconomic backgrounds.
• Willingness to work occasional evenings or weekends for outreach and seasonal events.

• Associate’s degree or higher in social services, business, education, or a related field AND
• Minimum of three (3) years of experience in financial coaching, case management, or community-based programming, including one (1) year of supervisory or lead experience.

VALUE-BASED BEHAVIORS

Listens attentively to others. Asks clarifying questions to gain a better understanding of the other person’s views and underlying assumptions
Works effectively in a team environment and actively participates in joint problem solving; willingly cooperates with co-workers
Identifies and takes advantage of opportunities for personal and professional development
Attends work consistently and punctually. Arrives to meetings prepared and on time; honors work commitments; follows through on what was agreed upon; meets deadlines
Honors the private and confidential matters of co-workers. Protects the proprietary information of MAAC systems
Follows rules, regulations, and policies; positively contributes to implementing changes
Deals with issues directly, in a respectful and timely manner. Focuses on resolving the issue while not criticizing the person. Follows rules, regulations, and policies; positively contributes to implementing changes

HEALTH STATUS

Must have a physical examination, TB clearance and a drug screen by a doctor/clinic designated by MAAC as well as immunization records for influenza*, pertussis and measles as required by state and federal regulations prior to the first day of employment.

PHYSICAL AND MENTAL DEMANDS

The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this class, an employee is regularly required to stand, walk and sit, talk or hear both in person and by telephone, uses hands to finger, handle or feel objects or controls, reach with hands and arms. An employee also is regularly required to stoop, kneel, bend, crouch or crawl, climb or balance and lift up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.

Mental Demands

While performing the duties of this class, the employee is regularly required to use written and oral communication skills; read and interpret information; analyze and solve problems; observe and interpret people and situations; use basic math; learn and apply new information or skills; work under intensive deadlines and interact with MAAC management, administrators, staff, teachers, parents, family members, children and others encountered in the course of work.

BACKGROUND CLEARANCE

All positions are subject to a background/education check, DMV check, NSOR, exclusion and debarment checks prior to hire and periodically throughout employment as required by various funding sources.

Note: California Start law requires background criminal checks on anyone who works in a licensed childcare facility who is not a client. Must have or obtain a current criminal background check clearance, signed criminal record statement, and signed Acknowledgement to Report Child Abuse form prior to the first day of employment.

TRANSPORTATION

Must have and maintain a valid California Driver’s License, daily use of a personal, insured vehicle, and have and maintain a motor vehicle driving record acceptable to MAAC’s insurance carrier. Incumbents will be enrolled in the California DMV Pull Program.