FULL-TIME - JOB TITLE
Financial Stability Specialist
Regular — Full Time — Exempt
About United Way of the Bluegrass
United Way of the Bluegrass (UWBG) works to create the opportunity for all members of our community to have a better life. UWBG focuses on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening, resource mobilization and investment as well as backbone and engagement strategies and activities. UWBG brings together the voices, the expertise, and the resources to define, articulate and implement a common agenda for change for our region. UWBG takes the broadest possible view of diversity. UWBG values the visible and invisible qualities that make you who you are. UWBG welcomes that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.
UWBG strives to include diversity, equity, and inclusion practices at the center of our daily work. UWBG commits to using these practices for our business and our communities. That is what it means to "Live United" in Central Kentucky.
The role of the Financial Stability Specialist is to develop and deliver family financial stability related programming directly to individuals and families in need through UWBG’s place-based collective impact initiative, WayPoint.
Develops programs designed to assist families in targeted geographic to achieve financial stability, through 1:1 counseling, group activities, and other appropriate mediums. Targeted geographic areas include the Black & Williams neighborhood in the west-end of Lexington, KY, the Charles Young Center in the east-end of Lexington, KY and the YMCA in Paris, Kentucky.
Is or becomes certified in individual financial counseling, and utilizes skills associated with certification to provide 1:1 counseling to individuals and families at UWBG’s WayPoint Centers.
Designs and delivers financial stability curriculum in group settings at UWBG’s WayPoint Center locations.
Recruits and manages volunteers who offer financial stability coursework that may be beneficial to low-income and underserved families, particularly through UWBG’s network of banking partners.
Leverages financial professional volunteers to enhance WayPoint’s other financial stability offerings.
Assists Manager, Community Impact with the maintenance, data collection, and reporting related to UWBG’s Bank On Initiative.
Develops and maintains relationships with Bank On program partners and other stakeholder groups.
Prepares reports based on program data and activity related to financial stability programs.
Monitors grant and report deadlines and follows up with relevant parties to ensure compliance.
Works with Manager to create a comprehensive financial education platform that includes, but is not limited to budget counseling, home buying, entrepreneurship, asset building, etc.
Serves as a tax consultant and coordinator within UWBG’s Volunteer Income Tax Assistance (VITA) program.
Develops written program materials and correspondence as needed.
Bolsters organization-wide impact strategy through the lens of financial stability programs.
Other duties as assigned.
CORE UNITED WAY COMPETENCIES
❖MISSION-FOCUSED - A top priority is to create real social change that leads to better lives and healthier communities. This competency drives performance and professional motivations.
❖RELATIONSHIP ORIENTED - Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
❖COLLABORATOR - Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
❖RESULTS-DRIVEN - Dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
❖BRAND STEWARD - A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.
TOP-LINE COMPETENCIES ACROSS ALL FUNCTIONS
❖DRIVE FOR STAKEHOLDER SUCCESS: Has a Business Mindset; Shares Accountability for Revenue and Community Impact; Manages Data; Manages Projects and Shared Goals Management; Aligns Resources and Competing Priorities.
❖EFFECTIVE COMMUNICATION: Influences Others; Listens Actively; Tells the Story; Communicates Skillfully; Communicates Strategically; Collaborates Internally.
❖ADAPTABILITY AND CHANGE MANAGEMENT: Manages Ambiguity; Exhibits Constructive and Realistic Optimism; Manages Change; Demonstrates Resilience; Demonstrates Flexibility.
❖CROSS-FUNCTIONAL CAPABILITY AND COLLABORATION: Is Team Oriented; Collaborates Across Teams; Connects the Dots; Encourages Diversity & Inclusion; Is Knowledgeable about Internal and External Trends; Demonstrates Strategic Perspective.
Minimum of 1-3 years related experience in human service, non-profit, or other related field preferred or sufficient combination of education and experience.
Bachelor’s Degree in business, organizational management, or related field preferred.
Strong organization and project management skills - ability to see the big picture and to manage the small details, and to create and maintain systems that enhance organizational efficiency.
Ability to translate ideas quickly and efficiently into trackable, actionable plans.
Passion for philanthropy and the impact it can achieve.
Goals and results driven, must have excellent relationship and communication skills, both oral and written.
Demonstrated ability to build positive and engaging relationships.
Ability to work with diverse groups.
Strong organizational and time management skills.
Strong project management skills with timely and consistent attention to details.
Effective problem solver and decision maker.
Computer literate: MS Office Suite.
High energy, personal initiative, and passion for the work.
Ability to travel throughout areas of Lexington and Paris, Kentucky (occasionally includes evening and weekends). Valid Kentucky driver’s license required as well as access to reliable insured automobile.
The position requires occasional movement throughout the office to access files, papers, or move supplies weighing up to 15lbs.
The position is full-time and exempt, with full benefits. The annual salary is $32,500.
Please send resume and cover letter to email@example.com