Job description

About our Center For Personal Financial Health: Homeownership Team
The Center for Personal Financial Health (CPFH), a key driver of Restoration’s focus on disrupting the racial wealth gap, strives to advance Black individuals in Brooklyn, by equipping individuals with social support, expanding professional and employer networks to launch careers, and stewarding management of personal finances for long term growth and wealth generation.
Three programmatic units fall within CPFH: Care Coordination, Financial Inclusion, and Training and Placement. The Care Coordination team helps clients improve their mental and physical health through social support benefits, counseling, and mental health screening. Our Financial Inclusion department accelerates upward economic mobility by empowering clients to accumulate net worth. Finally, our Training and Placement team enables financial stability through job placement and career advancement.
About the Department: Restoration Homeownership
The Homeownership Program is part of Restoration’s Financial Inclusion strategy. As such it centers credit and asset acquisition as a means to financial empowerment. Program participants are guided through a series of educational and financial milestones on a path towards homeownership. The program provides access to favorable financing, grants, advice and supportive coaching.
As part of our new initiative Restoration has launched an estate planning program in partnership with The Center for New York City’s Black Homeownership Project. This program centers current homeowners of color, particularly those over 62. The program offers access to wills, power of attorney, health care proxies and other estate planning legal services. This program serves the purpose of maintaining communities of color and sustaining wealth through the succession of assets. This serves Restoration’s overarching goals of eliminating the racial wealth gap.
About the Position: Program Associate, Homeownership
The Program Associate will support the Homeownership Program on both estate planning and homebuyer education. Working closely with the Program Manager, Program Associate will conduct meetings with potential estate planning clients and manage referrals to legal service providers. Program Associate will manage program participation of homeownership clients including follow up and document management. Candidates are encouraged to bring their creativity to coordinate with the Program Manager in finding solutions for our served population.

Job Duties include but not limited to:

• Meets with clients interested in estate planning or homeownership and conduct basic intake including demographics and financial information

• Ensure referrals to legal services as necessary and make sure activities are documented.

• Support financial and homeownership education events including outreach and follow up as necessary.

• Attend outreach events in promotion of Restoration services

• Attend training on program services and products

• Communicate with program partners and external stakeholders

• Ensure client referrals and integration with Restoration’s Center for Personal Financial Health services, including social services, financial coaching and counseling, and job training and placement

• Participates in weekly staff meetings and client conferences as needed.

• Perform other duties as reasonably requested.

Qualifications

• Bachelor’s Degree or two years experience in non-profit work preferred

• Ability to identify client’s needs quickly and accurately

• Bilingual, Spanish a plus but not a requirement

• Ability to relate to persons of diverse backgrounds.

• Excellent experience with G-Suite and Microsoft Suite

• Excellent written and verbal communication skills.

• Experience with Salesforce a plus

• Must be resilient and empathetic with a high level of personal integrity and excellent interpersonal skills when engaging with clients and staff.

• Commitment to providing affordable housing and services for the low-to-moderate-income population.

Apply* Here*

Job Type: Full-time

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