Join our MEDA Team
At MEDA, we find meaning and fulfillment in investing in people’s lives. We work collaboratively to close the opportunity gap for low- to moderate-income Latino families in San Francisco’s Mission District by providing them access to affordable housing, career and small-business development, education and more. As MEDA continues to strengthen this community, we need more talented professionals dedicated to inspiring positive change – and driven to succeed in a fast-paced team environment. Be one of us!
Your Career Opportunity
As the Asset Building Coach, you will be responsible for working with low- and moderate-income San Francisco households, focusing predominantly on the Latino community, to help them navigate the affordable housing market in San Francisco as well as providing them with free tax preparation and support through the tax season. You will use your client service skills to prepare taxes, connect clients to financial products and services, and supervise tax sites. As a housing opportunities coach, you will support clients accessing affordable housing through workshops and one-on-one coaching. You will assist clients with rental applications and preparation, pre and post-purchase, and other financial capability needs as they arise.
Specifically, you will:
- Assist clients with tax preparation of current year taxes and applying for and renewing Individual Tax Identification Numbers (ITINs).
- Supervise and run tax preparation sites as assigned by the Financial Assets Program Manager, including reviewing taxes prepared by volunteers.
- Train and support tax volunteers to pass the IRS’s required VITA tests.
- Coach and support clients in renting or purchasing an affordable home through financial capability, rental readiness, and pre-purchase coaching.
- Assist and educate clients on navigating the City of San Francisco’s Below Market Rate (BMR) system for affordable rental and purchase.
- Facilitate First-time Homebuyer, Rental, and Financial Capability Workshops.
Your Keys to Success
To perform successfully in this role, you will need to leverage these key qualifications:
- Have the ability to read, speak and write fluently in Spanish and English.
- Have a bachelor’s degree or 2-3 years’ related life experience as an asset building coach.
- Be certified or have the ability to obtain certification as a HUD housing counselor and tax preparer.
- Professional or personal experience working with low and moderate-income and immigrant communities required.
- Excellent writing and computer skills including word processing and use of database systems.
- Experience in personal financial education and coaching in integrated services setting preferred.
- Must be available to work outside regular business hours (evenings and weekends).
- Financial Coaching certification a plus.
- Salesforce experience a plus.
Your MEDA Experience
Do meaningful work in an innovative workplace, while being challenged in your professional growth.
Joining MEDA means having meaningful experiences that develop achievers – from across the Mission neighborhood and from within our organization. We find meaning and fulfillment in our work as we see this community thrive and are driven to achieve better outcomes by challenging ourselves to innovate in our ways of working.
We offer a market-leading benefits program that reflects MEDA’s values and mission. We invest in people’s lives and support our own people’s health and financial well-being.
Our core benefits include:
- Comprehensive medical, vision and dental insurance for employees and their dependents – 100 percent covered by MEDA
- 401(k) Plan for employees
- Generous paid time off — minimum of 20 days for new employees
- Employee Assistance Program that offers free financial or legal counseling to employees or their families
- Other forms of voluntary benefits
To Apply
Click on the following website and complete the application including your resume and cover letter.
http://medasf.applicantstack.com/x/detail/a2lg3zalv658
