Thank you for your interest in joining the Forward Memphis team. We currently have several positions available. View job descriptions below. Please check back often for employment opportunities.
POSITION: Money Coach Intake Coordinator
DOMICLE: Memphis, TN (Hybrid) ACCOUNTABILITY: Operations Director
EMPLOYEE CLASSIFICATION: Part-time
Forward Memphis is a collaboration of financial institutions, nonprofits, faith-based organizations, and corporations focused on ending generational cycles of payday lenders. We provide trusted hands-on coaching, sustainable solutions and
access to grants and affordable loans with no credit checks.
SUMMARY OF ROLE
You will play an essential role by coordinating the Forward Memphis Money Coaching input process which includes prescreening and ensuring required documents are received by clients. You will also provide overall administrative and
operational support to management, money coaches and staff, which may include but are not limited to special projects and other duties as assigned.
RESPONSIBILITIES
- Communicate Forward Memphis services and eligibility with potential clients.
- Initiate Forward Memphis input process by pre-screening potential clients for eligibility.
- Obtain required documents and information in order to begin money coaching process.
- Answer potential client inquiries, emails, and direct messages on a timely basis.
- Maintain a positive, professional manner in both verbal and nonverbal communication.
- Organize, manage, and track multiple tasks and assignments with frequently changing priorities and deadlines.
- Assist team with day-to-day activities which may include scheduling meetings, training session preparation and other related activities.
- Communicate with clients regarding Forward Memphis matters in a confidential and emphatic manner.
- Understand and adhere to Forward Memphis code of conduct policy.
- Provide reporting as requested.
REQUIRED SKILLS AND EDUCATION
- A minimum of high school diploma/equivalent.
- Technical skills such as Microsoft Office, email, internet, etc.
- Strong interpersonal, written, verbal communication skills
- Customer service and administrative experience required
- Must be able to work the hours necessary to fulfill the responsibilities of the position.
- Must pass a background check
- Spanish-speaking is a plus
EEO STATEMENT
Forward Memphis is an equal opportunity employer. Applicants will not be discriminated against based on race, color, creed, sex, sexual orientation, gender identity of expression, age, religion, national origin, citizenship status, disability,
ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.
POSITION: Associate Money Coach
DOMICLE: Memphis, TN ACCOUNTABILITY: Operations Director
EMPLOYEE CLASSIFICATION: Full-time and Part-time
Forward Memphis is a collaboration of financial institutions, nonprofits, faith-based organizations, and corporations focused on ending generational cycles of payday lenders. We provide trusted hands-on coaching, sustainable solutions and access to grants and affordable loans with no credit checks.
SUMMARY OF ROLE
You will collaborate with clients to gain a complete financial picture and develop sustainable and agreed upon solutions following Forward Memphis’ core values. You will provide assistance to clients to help execute and maintain their financial plan.
RESPONSIBILITIES
- Communicate Forward Memphis process, answering questions and inquiries in a timely manner.
- Gather necessary financial data from clients to gain their complete financial picture.
- Use money coaching training methodologies to coach clients in a timely manner by phone and/or in-person.
- Develop and present sustainable solutions for clients, communicating the need of a consistent partnership with coach and client willingness.
- Provide hands-on assistance to clients to help execute their personalized plan.
- Assess complexity of cases for further processing; transitioning clients to long term coaching partners.
- Provide client progress updates and recommended next steps to Manager.
- Understand and adhere to Forward Memphis code of conduct policy.
- Demonstrate an understanding and commitment to Forward Memphis Core Values.
REQUIRED SKILLS AND EDUCATION
- A minimum of 1-year personal finance coaching experience. (i.e., personal banking, credit counseling, financial
advisor, financial planner, etc.) - A minimum of high school diploma/equivalent.
- Experience with budgeting tools such as excel or Google sheets
- Technical skills such as Microsoft Office, email, internet, etc.
- Strong interpersonal, written and verbal communication skills
- Must be multitask oriented with the ability to manage multiple client cases.
- Accredited Financial Counselor (AFC®) certification is a plus.
- Must successfully complete training
- Must pass a background check
- Spanish-speaking is a plus
EEO STATEMENT
Forward Memphis is an equal opportunity employer. Applicants will not be discriminated against based on race, color, creed, sex, sexual orientation, gender identity of expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.
