Coordinator, Financial Stability

POSITION SUMMARY
Promote access to programs and education that strengthen the financial foundation for local families by increasing awareness of the Heart of Florida United Way’s Financial Stability Initiatives. The coordinator will assist with the management of the Volunteer Income Tax Assistance (VITA) program and conduct outreach for the Bank On Greater Orlando Coalition. 
 

KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION
An individual must be able to perform each essential duty listed below at a satisfactory level: 

• Assist with VITA volunteer recruitment, training, and onboarding internal and external volunteers, including volunteer tax preparers/quality reviewers/coordinators to serve at VITA sites.
• Assist with the planning, development and implementation of technologies and protocols to operate VITA sites safely and securely.
• Provide guidance and support to VITA site coordinators including assisting with tax preparation and/or providing Quality Reviews at underserved sites. 
• Develop in-depth knowledge of the VITA tax program, EITC tax law, community resources, services, and financial literacy.
• Assist in development and implementation of financial education/literacy training, activities, and other related services as required.
• Inventory and coordinate distribution of VITA equipment and supplies.
• Maintain detailed, accurate and timely records of programmatic data using required systems.
• Facilitate outreach events to increase knowledge of VITA and Bank On program services.
• Maintain relationships with key stakeholders. 
• Assist with providing detailed reporting on program outputs and outcomes. 
• Collect participant success stories to highlight program achievements. 
• Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements. 
• May be classified as essential, requiring prompt and effective action during critical situations to ensure the safety and well-being of the community.
• Contribute to overall organizational success by performing other duties and responsibilities as assigned.
   

JOB REQUIREMENTS
Job requirements include:

• Associate’s degree or equivalent combination of experience and education may be considered in lieu of degree. 
• One year of experience in nonprofit, social services, or education preferred.
• One year of experience in banking or financial services preferred.
• Volunteer Standards of Conduct, Intake/Interview & Quality Review, Site Coordinator, and Advanced Tax Preparer certifications must be complete upon hire, prior to the first tax season, and annually. 
• Public speaking experience preferred. 
• Intermediate experience with Microsoft Office required. 
• Customer relationship management database experience, preferred. 
• Customer service skills and experience required. 
• Ability to edit, complete, and assemble reports. 
• Ability to multi-task and work in a fast-paced environment.
• Ability to work independently with minimal supervision required.
• Strong communication skills, both written and orally, required. 
• Ability to utilize critical thinking and problem-solving skills. 
• Ability to utilize organizational skills effectively. 
• Must have access to a private, secure, and stable high-speed internet connection.
• Must have access to a quiet, confidential workspace.
• Bilingual is a plus.
   

COMPETENCY REQUIREMENTS

Communications - Ability to communicate effectively. 

Business Ethics - Ability to work with integrity and ethics. 

Judgment - Ability to use sound judgement. 

Initiative - Ability to take initiative. 

Teamwork - Ability to work in a team environment.

This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.
 

PHYSICAL DEMANDS
Physical demands include: 

• Constantly remaining in a stationary position, often sitting or standing for prolonged periods.
• Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.
• Constantly repeating motions and fine manipulation that may include the wrists, hands and/or fingers. Ability to type using a keyboard.
• Constant use of standard office equipment such as the telephone and/or headset, copier, and computer. 
• Constantly assessing the accuracy, neatness and thoroughness of the work assigned.
• Constantly viewing information on a computer screen.  
• Constantly traveling to the office or offsite location. 
• Occasional lifting and moving of items weighing up to approximately 30 pounds.
• Occasional bending, stooping, or kneeling.
   

WORKING CONDITIONS
Working conditions include:

• Hybrid inside working environment. 
• Occasional working in outdoor environment with high or low temperatures.
• Occasional early mornings, evenings, and weekend hours.
• High level of long periods of concentration.
• Frequent interactions with internal and external customers.
• Reliable transportation required.
• Occasional travel to multiple locations in Orange, Osceola, and Seminole Counties.

CORE VALUES

• Passion: Dive in – Create enthusiasm and inspire others.
• Authenticity: Be Real – Keep it honest and set the example.
• Collaboration: Live United – Work together and mobilize for change.
• Empowerment: Own it – Be courageous and make it happen.

Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!
 
Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.
 
Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.
 
401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.
 
Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance.  Full-time employees start accruing paid time off (5 weeks your 1st year) off upon hire, with generous carry over and accruals.