Asset Development Coordinator
at Heartland Alliance

Date Posted: 11/18/2019

Job Description

Asset Development Coordinator

Summary The Asset Development Coordinator (ADC) provides overall education, planning and support to participants who are engaged in asset development.  The ADC will be responsible for mentoring and working with low-income persons in and around Chicago. Programs include but are not limited to Family Self Sufficiency, Matched Savings, IDA's, Financial Literacy education, and computer skills training classes. Responsibilities include marketing, recruiting and engaging participants, assessment, case planning and limited case management as it pertains to Asset Development and income/education enhancements. Individual accountabilities and work volume will be established through the development of annual Success Objectives, within the framework outlined below.

Essential Duties and Responsibilities:

  • Performs outreach to enroll participants in Asset Development programs and to employers and other external agencies to create and maintain partnerships and recruit participants. 
  • Conducts informational meetings with potential participants to explain program eligibility, requirements and benefits of participation.
  • Creates marketing materials to support recruiting efforts.
  • Executes and enforces participant contracts in various asset building programs and ensures that each contract contains the participant’s training and service plan.
  • Assists participants and, as appropriate, case managers to complete short and long term financial, housing and/or career related goals.
  • Conducts income support assessments as needed.
  • Coordinates with multiple levels of staff in the Workforce Development & Investment program to ensure participant access to employment opportunities.
  • Develops relationships with identified financial institutions and other external agencies and researches new partnership opportunities.
  • Develops database of financial information for participants.
  • Monitors participant progress in asset building programs.
  • Attend Conduct Asset Development education workshops and other industry seminars as requested.
  • Maintains appropriate documentation and record of activities, including intake and demographic data collection as well as data required by any funder. Responsible for the accuracy and timely submittal of required reports.
  • Other duties may be assigned.

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Education and/or Experience:  Bachelors degree and three years working with Asset Development or other social service programs; or combination of education and experience.  Demonstrated knowledge or expertise in one of the following areas is required: Career Building, Housing and Rental market, Financial Literacy. Familiarity with issues facing the working poor population.
  • Language requirements:  A second language may be required.  Excellent oral and written communication skills.
  • Computer Skills:  Demonstrated proficiency in Microsoft Office.  Proficiency in Microsoft Access may be required.
  • Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, mean, and percent.
  • Other qualifications:   A valid drivers license and access to a vehicle may be required.  Ability to travel throughout Chicago and surrounding areas.

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

  • While performing the duties of this job, the employee is regularly required to talk and hear.
  • Frequently required to sit, stand, and walk.
  • Frequently required to use hands to key, handle, and/or feel.
  • Occasionally required to stoop, kneel, climb, and/or crawl.
  • Ability to lift up to 10 lbs.

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The noise in the work environment is moderate.
  • Requires frequent travel throughout Chicago and surrounding areas, including driving.
  • Requires evening and weekend shift responsibilities.
  • Employee may be required to perform home visits in serving participants.
  • While performing the duties of this position, the employee may occasionally be exposed to outside weather conditions.

Heartland Alliance makes all hiring and employment decisions, and operates all programs, services, and functions without regard to race, receipt of an order of protection, creed, color, age, gender, gender identity, marital or parental status, religion, ancestry, national origin, amnesty, physical or mental disability, protected veterans status, genetic information, sexual orientation, immigrant status, political affiliation or belief, use of FMLA, VESSA, military, and family military rights, ex-offender status (depending on the offense and position to be filled), unfavorable military discharge, membership in an organization whose primary purpose is the protection of civil rights or improvement of living conditions and human relations, height, weight, or HIV infection, in accord with the organization's AIDS Policy Statement of September 1987.

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