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Join Our Team

Northwest Access Fund is a 501(c)(3) nonprofit Community Development Financial Institution (CDFI) established by and for people with disabilities. We envision a world where all people with disabilities have access to the resources they need to fully participate and thrive in our communities.

Current Opportunities

Financial Opportunity Specialist

Northwest Access Fund is pleased to announce an opportunity for a full-time Financial Opportunity Specialist with the goal to provide high-quality, one-on-one financial coaching and education, and access to low-interest loans to individuals with disabilities which promote independence, financial resilience, and life opportunities.

Applicants should reside in or plan to move to Oregon or Washington State.

We encourage individuals with disabilities and people from BIPOC communities to apply.

About Northwest Access Fund

Northwest Access Fund is a 501(c)(3) nonprofit Community Development Financial Institution (CDFI) established by and for people with disabilities. Our mission is to offer people with disabilities in Washington and Oregon customized loans, financial coaching, and other resources to promote access to assistive technology, independence, financial resilience, and life opportunities. Our vision is a world where all people with disabilities have access to the resources they need to fully participate and thrive in our communities.

Northwest Access Fund is now a fully remote organization, with staff members residing across our service area. We are committed to ensuring our staff have the support and resources they need to effectively complete their work within designated working hours and encourage all employees to have a good work-life balance.

For more information, please visit http://nwaccessfund.org/.

Position Responsibilities

Financial Coaching: Under the supervision of the Director of Economic Inclusion, provide one-on-one financial coaching and counseling to a limited caseload of low-income people with disabilities, in the following areas:

    • Budgeting: assist with creating a budget that aligns spending with a client’s financial values, dreams, and goals;
    • Banking: provide information and resources regarding safe and affordable banking and credit union options; assist clients to access Chexsystems report and present options available to address barriers to becoming banked;
    • Credit: review and analyze credit reports and in coordination with the client’s goal develop personalized plan to improve credit; assist with disputing errors on credit reports and communicating with creditors;
    • Savings provide strategies and information on various savings opportunities to promote savings without jeopardizing access to public benefits; assist eligible clients with opening ABLE accounts;
    • Debt: assist with developing a plan to pay down debt, address existing debt and debt collectors, and offer referrals to debt relief resources, as relevant; assist eligible clients with navigating medical debt, including assisting with filling out financial assistance applications with hospitals;
    • Identity Protection: offer strategies and resources to help clients protect their identity; offer resources if client have been the victim of identity theft or fraud;
    • Public Benefits: provide benefits analysis, planning, and assistance to help clients who access Social Security benefits to explore and utilize work incentive programs, helping them understand how employment income will affect their federal and local benefits and increase their overall financial well-being.

Administrative:

    • Answer incoming phone calls and provide information about Northwest Access Fund’s programs and services
    • Schedule and complete intake sessions for new coaching clients and assign clients to coaches based on specialization and need
    • Serve as the point of contact for inquiries about the financial coaching program via phone or email
    • Maintain knowledge of local, state, and federal resources and provide resource referrals as part of intake process
    • Keep updated records with detailed documentation of client interactions and sessions

Outreach

    • Conduct outreach activities to relevant community-based organizations and governmental entities to promote Northwest Access Fund’s programs and services to generate financial coaching clients.

Other Tasks

    • Serve as a point of contact for questions about all of Northwest Access Fund’s programs and services; as a small non-profit, we all do our part to help with projects as needed to fulfill our mission.

Core Competencies

We anticipate that to be successful in this role, the ideal candidate will need:

    • Outstanding interpersonal and relationship-building skills and a non-judgmental, positive, problem-solving attitude;
    • Ability to effectively collaborate with diverse constituent populations, including seniors and Disability Communities, BIPOC Communities, and LGBTQ+ Communities;
    • Ability to communicate effectively, both orally and in writing;
    • Ability to learn quickly, work independently, and handle multiple tasks efficiently with high attention to detail;
    • Ability to work as part of a team;
    • Ability to provide an exceptional level of customer service: in person, by email, and over the phone;
    • Interest in learning and professional growth;
    • Ability to maintain detailed case notes;
    • Proficiency in Microsoft Office and Excel; and
    • Ability to learn new data systems.

Education and Experience

We anticipate the ideal candidate will have:

    • Experience in providing customer service;
    • Demonstrated knowledge and experience with working with disability communities and BIPOC Communities; and
    • A Bachelor’s degree or equivalent experience.

We anticipate that to be successful in this role, the ideal candidate will have knowledge or experience in one or more of the following areas:

    • Financial education or coaching;
    • Federal disability benefits and work incentive programs;
    • Assistive technology funding opportunities;
    • Consumer lending;
    • Business development.

The following certifications are essential to complete the duties of this role:

    • Accredited Financial Counselor, Association for Financial Counseling & Planning Education (AFCPE)
    • Certificate in Community Partner Work Incentives Counseling

If candidates are not already certified in these areas, Northwest Access Fund is able to provide educational opportunities as part of the onboarding process. Candidates must be willing to obtain the above certifications. Northwest Access Fund is committed to offering its employees opportunities for professional growth and development.

Physical Requirements and Work Environment

    • All staff work remotely from home, with in-person meetings and outreach activities as public health allows; 
    • Primarily works in standard office conditions and climate; and
    • Primarily works at a desk and computer, likely for extended periods of time.

Compensation

    • The Financial Opportunity Specialist role is a Grade 1. Our Grade 1 range has a Minimum Salary of $54,500, a Mid Point salary of $62,700 and a Maximum Salary of $72,000. Based on experience candidates can expect an offer between the minimum and mid point of the grade. In order to maintain internal equity and ensure that employees have room to grow within their grade, we will not offer higher than the mid-point of the salary grade. We review all ranges on an annual basis and when grades are adjusted (due to cost of living, inflation, and/or role re-benchmarking), so are salaries. We also offer merit increases up to the maximum salary for each grade as a part of our annual review process. If you are interested in learning more about our compensation philosophy and process we are happy to discuss it during the interview process.
    • Option of employer-paid health, dental, and vision benefits for the employee, 50% coverage for dependents, and enrollment in SIMPLE IRA (matches up to 3% of salary).
    • PTO: 11 holidays and 15 sick days, and starting level of 18 vacation days annually.

Application Procedure