Resource Specialist (Santa Cruz County)

JOB SUMMARY

Provide individualized support through one-on-one wellness coaching to empower adults to set and attain short-term and long-term goals leading to self-sufficiency and connecting individuals to comprehensive wrap-around resources in the community to ensure holistic support. Activities and goal setting involve financial literacy, developing budgeting and money management skills, developing appropriate financial relationships, understanding smart debt options, navigating housing opportunities, employment support, and guidance for training/higher education.

ESSENTIAL DUTIES

• Educate participants on the value of workforce program services, fostering long-term engagement to maintain membership level relationships.
• Lead personalized workshops to help participants understand banking, budgeting, credit control, becoming educated consumers.
• One-on-one coaching to help participants analyze their financial health, and develop a sustainable household budget.
• Develop plans of action and provide tools, resources, accountability to the participant to help them meet their goals.
• Research, identify, and develop partnerships with community resources, services providers, and financial institutions to meet participants’ needs.
• Make appropriate referrals and integrate other community and partner program supports. Coordinate with partner program staff to ensure strategic alignment of financial wellness programming and other program goals.
• Maintain consistent follow-up with participants to track progress, provide guidance, and adjust action plans as needed.
• Administer evaluation tools to measure service impact and assess participant progress toward financial and personal goals.
• Maintain files and database for all participant activity.
• Collect, track, enter and report participant data for purpose of internal program monitoring on a weekly, monthly, and quarterly basis.

SECONDARY DUTIES

Perform related duties as assigned.