Orange County United Way is hiring a Financial Case Manager.
Responsibilities:
• Provide one-on-one financial coaching tailored to each participant’s needs.
• Develop individualized action plans addressing financial, educational, housing, and employment goals.
• Utilize program databases and evaluation tools to assess participant progress and generate financial wellness “snapshots” at key intervals.
• Review credit reports with participants and offer guidance on credit repair and improvement strategies.
• Build strong, trust-based relationships with participants and connect them to appropriate community resources to support goal achievement.
Education/Experience:
• Bachelor’s degree preferred; minimum of 2 years of relevant experience in financial coaching, case management, or social services.
• Experience working with low- to moderate-income households and diverse communities.
• Familiarity with culturally responsive coaching practices.
• Prior case management experience strongly preferred.
For more information or to apply, click here.
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