Credit Access Project Manager

Primary Responsibilities

• Participant Coaching and Support
• Provide one-on-one coaching on budgeting, savings, credit building, debt management, and financial planning.
• Develop individualized financial action plans tied to employment and long-term stability goals.
• Guide participants in understanding their credit reports, identifying debt obligations, and taking steps toward repayment or resolution.
• Support participants in building emergency savings and avoiding overdrafts.
• Credit-Building & Affordable Auto Loan Coordination
• Assess participants’ readiness for credit-building or affordable auto loan programs.
• Guide participants through the loan application process and maintain ongoing communication to support loan milestones and follow-up if repayment issues arise.
• Coordinate with the partner CDFI to support a streamlined participant experience.
• Financial Education & Resource Navigation
• Deliver workshops on budgeting, credit, debt management, banking, and financial planning, tailored to participant needs and workforce development goals.
• Connect participants to external resources for tax prep, credit counseling, legal services, benefits screening, and other supports.
• Maintain an updated list of community financial resources.
• Program Development & Partner Engagement
• Work with staff across Civic Works programs to align financial coaching and lending supports with participants’ employment goals.
• Document effective practices and insights related to expanding access to auto loans.
• Develop and maintain an internal playbook that captures standardized workflows, participant-facing guidance, documentation checklists, coaching approaches, and communication processes with the partner CDFI.
• Contribute to program improvement efforts by incorporating lessons learned from participant experiences and partner collaboration.
• Prepare materials and templates that can be shared with future partner workforce development organizations.

Secondary Responsibilities

• Produce impact documentation and storytelling content, including participant outcomes, milestones, lessons learned, and brief case examples for internal learning and funder communications.
• Participate in staff and team meetings.
• Communicate and coordinate with the Student Services and Case Management staff as needed.
• Conduct periodic reviews and audits of records to ensure compliance with grant requirements.