COVID-19 Financial Crisis Support Specialist


DATES OF POSTING: 7/31/2020 – 08/11/2020, Open Until Filled


POSITION: COVID-19 Financial Crisis Support Specialist



PROGRAM: Community Economic Development

SCHEDULE: Full time, 40 hours per week

CLASSIFICATION: Exempt, Salaried

WAGE: $43,284.80 Annually, based on education and experience




Program: CED

Job Title: Covid-19 Financial Crisis Support Specialist

Last Review Date/Update/Change of Job Description: July 2020

General Statement:

The Covid-19 Financial Crisis Support Specialist is responsible for managing Capstone’s existing Financial Coaching Program initiatives. Additionally, the Specialist provides in-depth 1:1 financial coaching for individuals whose personal finances have been affected by the Covid-19 economic crisis around budgeting, bill paying, debt reduction, credit coaching, student loans, and saving money. The Specialist reports to the Director of Community Economic Development and is part of the Community Economic Development Team.

Essential Functions:

Training and Counseling

Collaborate with and provide guidance to participants in person and on-line to help them reach their financial goals. Provide support, encouragement, accountability, and tools to help people with limited resources make informed personal financial decisions.

Have sound knowledge and experience with: budgeting, credit building, debt reduction, savings, student loans, and general personal money management.

Understand social service safety nets such as 3SquaresVT, Reach Up, and other government subsidy programs and use discretion when making outside referrals.

Design, oversee, and implement financial education classes.

Design, oversee, and conduct training-for-trainers in financial literacy.

Design and provide financial literacy training and counseling as well as credit coaching to outside organizations on a fee-for-service basis. Implement plan for expanding this area of the program.


Market the Financial Coaching Program for people affected by Covid-19 to ensure public awareness and to serve as a basis for policy development and advocacy at a state and national level.

Develop and update a marketing and outreach plan for the financial coaching program and other relevant programs related to financial capability.

Partner with departments in the agency to integrate financial capability programming, into housing, weatherization, Food Security, and Head Start programs.

Create blogs, newsletter articles and other written communication for local media and social media related to program activities. Update and create content for website page

Represent Capstone Community Action, the Community Economic Development Program, the Vermont Matched Savings, and the Savings and Credit Programs at local, regional, and national events.

Program Partnerships

Maintain positive relationships with individuals, organizations and institutions contributing to the training and counseling of participants.

Oversee relationships with participating financial institutions.


Evaluate participants’ progress in the financial coaching program through the use of the management information system and provide reports to Program Director and Development Director.

Coordinate the program evaluations and provide feedback of the program’s operations and effectiveness.

Develop and implement fundraising plan for the Savings and Credit Programs in concert with the CED Director.

Assist the Development team with grant writing for the financial coaching program.

Other Duties:

Pursue educational opportunities and training that further professional development.

Participate in the Community Economic Development Team.

Complete all required employee evaluations.

Other duties as assigned.

Desired Qualifications:

B.A. or higher degree, preferably in community organizing, community development, financial management, planning, or human services, or an AA and nationally recognized accreditation in Financial Counseling or Financial Coaching.

Excellent written and oral communications skills.

Experience in group facilitation and training.

Experience in marketing and public relations.

Proficiency in Microsoft Office products and database management systems.

Strong financial counseling and credit building skills.

Demonstrated proficiency in financial management and the skills necessary to work with clients on personal finance.

Demonstrated sensitivity to the challenges faced by low income individuals seeking to become economically self-sufficient.

Demonstrated ability to represent the agency, work as part of a team, and under direction.

Must have reliable transportation and valid driver’s license, and be able to work a flexible schedule including evenings and weekends.

Barre, VT

Our Locations

Washington County

20 Gable Place, Barre, VT 05641
1-800-639-1053 or (802) 479-1053

Lamoille County

250 Industrial Park, Morristown, VT 05661 1-800-639-8710 or
(802) 888-7993

Orange County East

P.O. Box 500, 22 Whistle Stop Way, Bradford, VT 05033
(802) 222-5419

Orange County West

PO Box 284, 12 Prince Street, Randolph, VT 05060
1-800-846-9506 or (802) 728-9506

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