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Financial Opportunity Center Project Manager

FAYETTE COUNTY COMMUNITY ACTION AGENCY · Uniontown, PA 15401

# Financial Opportunity Center Project Manager **FAYETTE COUNTY COMMUNITY ACTION AGENCY** · Uniontown, PA 15401 · `On-site` 🕒 **Статус:** *Опубликовано: вчера* · *Источник: Indeed* --- ### About the Role Position Summary : The Financial Opportunity Center (FOC) Project Manager will provide direct services to clients including financial coaching to clients, recruiting new clients, presentations to the public, delivering workshops, collecting data, and verifying data collection. Project management duties include presentation of data, reporting, cost budgeting, operations of the FOC, and scheduling. Key Responsibilities: Provide one-on-one coaching for participants in Fayette County Community Action Agency’s Financial Opportunity Center Design an Individualized Financial Plan for each client Assist participants with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development Provides benefits counseling (food stamps, medical assistance, utility programs, etc.) Develops and conducts financial workshops in regard to home buying, credit repair, budgeting, etc. Provides specific computer systems training to participants Collects and verifies all required data from participants; assists with program reports Identifies and refers participants to other providers, resources, programs and services (within and outside of agency) needed to achieve financial goals Documents all client contact and follow-up Observes all guidelines related to confidentiality, financial regulations, privacy, quality control, personnel, agency procedures, and others Completes necessary training to receive certification for financial coaching Attend all required meetings, trainings, etc. to maintain certification(s) in financial coaching Maintains a flexible work schedule Education/Experience Bachelor’s degree in business or closely related field preferred Experience in social service case management preferred Experience in case documentation and file maintenance preferred Ability to establish and maintain rapport and cooperation with clients Ability to protect client confidentiality in accordance with applicable regulations Ability to communicate with clients who may have learning disabilities or barriers to understanding Ability to communicate well via telephone Ability to plan and organize daily work Ability to listen and understand information and ideas presented verbally or in writing Computer Skills Intermediate MS Office skills including Word, Excel, and PowerPoint Experience using customer relations and other proprietary systems preferred Experience using electronic timekeeping preferred Key Performance Measures Meets project goals relating to number of clients served and quality of service delivered Maintain above average client ratings on customer/client surveys Delivers services within program scope and within projected budget and timeline Additional Requirements Must possess a valid driver’s license and clean driving record (no violations) Ability to successfully pass Federal and State criminal background check and State of Pennsylvania Child Abuse background check

Наблюдалась 2026-09-22, впервые 2026-09-21, источник — Indeed.

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