Job Description

COULEECAP

Job Description:  Outreach Assistant – Mortgage Assistance

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SALARY LEVEL:  Grade 18                                                                                                      DATE:  January 2022

SUMMARY:  Responsible for assisting staff in enrolling, servicing, and assisting clients in agency programs.  Provides services and/or referrals to other sources of assistance.  Performs a variety of administrative, reporting, follow up, and data management tasks.  Assists other staff as needed.  This position requires public contact.  Responds to referrals in inquiries for service, assists clients with enrollment, follows up with clients, and completes reporting and tracking.  The employee provides services, refers the individual to other area agencies, and/or advocates for the individual to obtain services.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

Supports and upholds Couleecap’s mission to fight poverty and promote self-sufficiency for individuals by helping to identify needs, resources, and provide quality services.

Assists program participants in the application process for mortgage assistance programs including completing initial intake with clients, determining needs, eligibility for services, and collecting program documentation.

Maintains client database, tracking logs, and documentation case notes.  Keeps program records, statistics and prepares reports.

Provides clerical services including data entry, filing, scanning, and other tasks as assigned.

Help counselors coordinate and facilitate making payments toward mortgage and housing expenses.

Coordinates with the state for program compliance requirements.

Attends trainings necessary to perform job duties.

Provides staff support with project specific tasks as necessary.  Includes but not limited to, coordinating mass mailings, scheduling meeting/appointments, and ordering materials/supplies.

 SUPERVISION REQUIREMENTS:  None.

 QUALIFICATION REQUIREMENTS:  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: Requires academic education beyond high school sufficient to qualify for registration in a professional occupation, usually three years beyond high school; or three to four years previous experience; or equivalent combination of education and experience.

LANGUAGE SKILLS:  Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS:  Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute ratio, and percent.

REASONING ABILITY:  Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

CERTIFICATES, LICENSES, REGISTRATIONS:  Access to reliable, licensed, insured driver and transportation.

OTHER SKILLS and ABILITIES:  Some knowledge and understanding of problems created by poverty.  Ability to establish effective working relationships with the clients, public, and other community professionals.  Ability to keep accurate records and make reports.  Stability, resourcefulness, good judgment, tact, independent critical thinking and courtesy.  Knowledge of financial concepts related to budgeting and household finance.  Ability to maintain confidentiality.   Ability to use office productivity software, research online, and utilize cloud and web-based services is required.  Ability to work with contractors to set clear standards and timelines.

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 sit; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear.  The employee frequently is required to stand, walk and reach with hands and arms.  The employee is occasionally required to stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job for driving include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

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 level in the work environment is usually moderate.  While performing the duties of this job, the employee occasionally works in outside weather conditions and is occasionally exposed to extreme cold and extreme heat.

How to Apply

Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 20,000 - 40,000.

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