IDA Coordinator
Position Title: IDA Coordinator
Duration: Full Time, Ongoing and Hybrid
Compensation: $60,000-$65,000 per year depending on experience; generous and progressive benefits including medical and dental care 100% of premiums paid by PBDG, two weeks of vacation and 1 week of sick time. The IRA contribution match of 3% is after 1 year.
About PBDG: PBDG’s (Professional Business Development Group) primary purpose is to improve the business conditions in the construction industry by increasing Preparation, Competitiveness and Relationships. PBDG members are women and minority construction contractors and professional services firms in the construction industry that share PBDG’s goal. PBDG was organized by its members with the recognition that, despite years of efforts, DMWESB construction and professional services contractors in the construction industry remain greatly under-represented which negatively impacts the productivity, efficiency, and vitality of Portland Contractors and the construction industry as a whole. As a 501c6 trade association for minority-owned, women-owned and certified firms in construction. PBDG operates a technical assistance program through its Foundation. The PBDG Foundation is a 501c3 nonprofit organization that operates the Construction Business Training And Plan (TAP) Center. The Center provides wrap-around, construction-specific, technical assistance services to meet participants where they are and build a long-term foundation for their business. They also work with other nonprofit organizations and business community partners to provide owners with access to valuable resources.
Note to Candidates
Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every single one of the qualifications as described in a job description. PBDG is committed to building a diverse and inclusive organization and we strongly encourage you to apply, even if you don’t believe you meet every one of the qualifications as described.
Position Description
The Professional Business Development Group (PBDG) is seeking a knowledgeable and culturally sensitive Financial Services Coordinator with a background in entrepreneurship or small business ownership. The role plays a pivotal role in managing and overseeing the administration of Individual Development Accounts, ensuring compliance with regulations, and providing support to program participants. The role will also provide personalized financial counseling and guidance to clients, assisting them in managing their debts, improving credit scores, and achieving financial stability.
The position reports to the Executive Director and Program Director
Responsibilities:
Administer the Individual Development Account program, including participant enrollment, documentation, and account management.
Conduct eligibility assessments and ensure adherence to program guidelines and regulations.
Provide guidance and assistance to program participants regarding financial planning, savings goals, and account management.
Maintain accurate records of participant transactions, contributions, and withdrawals.
Collaborate with external agencies, financial institutions, and community partners to promote the IDA program and expand its reach.
Monitor program outcomes and prepare reports for stakeholders, evaluating the impact of the program on participants' financial well-being.
Conduct one-on-one counseling sessions with clients to assess their financial situation, including income, expenses, debts, and credit history.
Develop personalized financial plans and strategies to help clients improve their credit scores, reduce debt, and achieve financial goals.
Educate clients on budgeting, debt management, credit utilization, and responsible financial practices.
Negotiate with creditors on behalf of clients to establish repayment plans, reduce interest rates, or negotiate settlements.
Monitor clients' progress and provide ongoing support and guidance to help them stay on track with their financial goals.
Stay updated on financial industry trends, regulations, and best practices related to credit counseling and debt management.
Qualifications
Bachelor's degree in business administration, construction management, or equivalent professional experience
Experience working with BIPOC and women-owned small businesses highly preferred
Proven track record of providing advisory services and training to small businesses, preferably in the construction sector.
Ability to follow-up with clients, partners and colleagues in a timely manner
Self-starter with lots of initiative who thrives on collaborating with multiple team members.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with diverse stakeholders.
Strong organizational skills and attention to detail, with the ability to manage multiple projects and deadlines effectively.
One-three years experience in, or combination of, entrepreneurship, small business ownership or management, microenterprise development, business assistance, consulting, training, teaching and/or mentoring adults
Experience with program and contract/grant management.
Proficiency in project management software, business analysis tools, and google suite.
Commitment to continuous learning and professional development.
Valid driver's license and willingness to travel to client sites as needed.
Preferred
Experience in the construction industry, with a strong understanding of construction processes, regulations, and best practices.
Credit counseling certification
Bilingual skill is a plus
Application Process:
If you're enthusiastic about empowering small businesses and building a vibrant community of entrepreneurs, we invite you to apply! Please submit your resume and a cover letter outlining your relevant experience and why you're passionate about small business engagement to careers@pbdgwebcom. We look forward to reviewing your application.
Professional Business Development Group is committed to providing equal employment opportunity and equal access in a non-discriminatory manner to its programs and services for all persons without regard to race, creed, color, marital status, gender, sexual orientation, religion, age, national origin, political affiliation, honorably discharged veteran or military status, or the presence of any real or perceived sensory, mental, or physical disability.