Financial Education Officer I

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Job Description

The Financial Education Officer is responsible for assisting in financial education program development, research, and training needs of the Agency. 

Essential Functions

• Assist in identifying strategies by which various agency departments utilize and benefit from financial education programming for tenants, homebuyers, homeowners, staff, and external stakeholders.
• Deliver financial education programming and training to support these strategies, research, and projects utilizing appropriate facilitation skills, adult education principles, and technology.
• Assist with curriculum development and updates including PowerPoint slides, participant guides, slide handouts, etc.
• Conduct financial education research and special projects to support the agency’s overall mission.
• Maintain system of data and impact measures for delivered financial education programming.
• Prepare bi-weekly activity reports and other duties as assigned.

Job Requirements

• Strong technical writing skills.
• Strong verbal and written communication skills, including public speaking.
• Working knowledge of adult learning principles and effective facilitation skills.
• Proficiency in MS Office is required, including Word, Excel, Outlook, and PowerPoint; commitment to self-study and achieve proficiency upon hire.
• Working knowledge of PDF editing software and Survey Monkey; commitment to self-study and achieve proficiency upon hire.
• Ability to work independently and have effective time management skills.
• Willingness to work occasional evenings and weekends as needed.

Qualifications

• Bachelor’s degree from an accredited institution
• 2-5 years related work experience
• A minimum of Accredited Financial Counselor (AFC®); must pass the AFC exam within six months of hire and attain designation within 15 months of hire.  CFP®, CHFC® or CFed® preferred. 

Qualifications

Accredited Financial Counselor (R) - Association of Financial Counseling and Planning Education, Bachelor of Arts, Communication Skills, Dependability, Job Knowledge, Planning and Organization, Relevant professional experience (2-5 years), Spanish, Work Habits/Time Management

Experience

Relevant professional experience (2-5 years)

EEO Statement

As an employer, PHFA is committed to having a workforce that is diverse and reflects the residents that it serves. We strive to maintain a workplace where all employees and applicants for employment receive equal opportunities in all aspects of employment. There are numerous policies in place at PHFA to help us honor this commitment.

The Pennsylvania Housing Finance Agency is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, disability, family status, gender, national origin, political affiliation, race or religion.

Diversity Statement

PHFA values, honors and commits to the equitable treatment and elimination of discrimination in all forms. We are committed to the diversity of all staff, and in all programs and services offered.