FirstBank Jobs

Requisition ID: req50893

Job Title: Student Loan Specialist

Sector: Education

Employment Category: Regular

Employment Type: Full-Time

Compensation: USD 26.00 - 26.80 Hourly

Location: Sacramento, CA USA

Work Arrangement:Hybrid

Job Description

Job Summary:

The Financial Empowerment Center program aims to improve the financial stability of Sacramento households by providing high-quality, one-on-one financial education and counseling to low-income residents. Financial Empowerment Centers are located in areas with high concentrations of poverty and financial distress. The Student Loan Specialist will provide services to individuals needing student loan repayment guidance in the Sacramento region. The Student Loan position will report directly to the Financial Empowerment Center Program Manager within the Financial Empowerment Center Team.

Major Responsibilities:

Duties shall include, but are not limited to:

• Provide one-on-one student loan counseling sessions (including both initial and follow-up sessions) to achieve client outcomes

• Assess client needs and develop individual student loan action plans with each client

• Support clients in understanding their student loan repayment options and developing a plan with the client to pursue those goals while providing support and accountability along the way

• Guide clients through the deferment, forbearance and loan forgiveness processes and track outcomes as necessary

• Supporting clients in communicating with loan servicers, lenders, etc. and taking the steps to remove wage garnishments due to student loan non-payment

• Make appropriate referrals and integrate other wraparound supports (i.e. financial coaching, tax preparation, etc.) into counseling to achieve greater results;

• Collect, track and report required data using client management tracking tools and databases

• Write thorough and substantive case notes for each client interaction

• Conduct client surveys to understand their satisfaction with and progress in the program

• Conduct community outreach events to reach potential clients in the community

• Develop and facilitate student loan trainings in online and in-person settings to support clients in navigating student loan repayment

• Participate in initial trainings and ongoing professional development trainings

• Follow required protocol and program requirements

• Regularly meet with other Student Loan Empowerment providers

• Participate in all-staff/program meetings

• Other related duties as assigned

Key Working Relationships:

Position Reports to: FEC Program Manager, IRC Sacramento

Position directly supervises: n/a

Indirect Reporting: n/a

Other Internal and/or external contacts:

Internal:TBD

External: City of Sacramento, Partner Agencies, IRC, other FEC partner sites, other Student Loan Empowerment network sites

Job Requirements:

• A BA degree from an accredited college and two years of experience or over five years of relevant work experience with some background in finance, financial education, student loan counseling, counseling/coaching, or social service delivery;

• Eexpertise in one of the following: financial services, student loans/financial aid, social work, coaching/mentoring, teaching, or other related fields.

• Dynamic, committed individual with strong interpersonal skills and a passion for supporting people with low incomes to build greater financial stability.

• Excellent interpersonal skills: the ability to work effectively with partners and colleagues in a cross-cultural, multi-disciplinary environment;

• Solid organizational skills with the ability to juggle multiple tasks, set priorities, effectively manage time, and meet deadlines;

• Excellent writing and verbal communication abilities;

• Demonstrated success in program coordination and achieving programmatic goals and outcomes;

• Highly organized self-starter with demonstrated success in managing multiple and diverse priorities, as well as balancing competing deadlines and projects;

• Strategic thinking, with thoughtful, thorough, and detailed follow through.

• Comfortable with taking initiative; effective, collaborative worker; able to retain focus while multi-tasking.

• Ability to function effectively within protocols and challenges of operating within a state funded program.

• Attention to detail and production of quality work, along with ability to work quickly and under pressure.

• Strong Computer skills: MS Word, Excel, and Outlook; Salesforce and other database systems

• Experience with large datasets and data management preferred.

• Valid driver’s license, reliable vehicle with current insurance, and the ability to travel regularly throughout the service delivery area.

• Language skills in Spanish a plus though not required.

Working Environment:

Hybrid office work environment combined w/ remote and in-person, office/classroom setting, and some travel throughout service delivery area, particularly to locations to conduct client outreach. Work computer and supplies provided.

Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

Gender Equality: IRC is committed to narrowing the gender gap in leadership positions. We offer benefits that provide an enabling environment for women to participate in our workforce including parental leave, gender-sensitive security protocols and other supportive benefits and allowances.

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits: The IRC offers a comprehensive and highly competitive set of benefits. All US employees are eligible for sick time, a 403b retirement savings plans: up to 4.5% immediately vested matching contribution, plus an 3-7% additional IRC contribution, and an Employee Assistance Program which is available to our staff and their families to support in times of crisis and mental health struggles.

In addition, full-time employees are eligible for 10 US paid holidays, 20-25 paid time off days, disability & life insurance, medical, dental, and vision insurance (employee contribution starting at $135, $7, and $5 per month respectively) and FSA for healthcare, childcare, and commuter costs. Part-time employees are eligible for a proportionate amount of paid time off. These additional benefits apply to employees who work at least 6 months within a 12-month time period.

#LI-Hybrid