Take Charge Associate

The Take Charge Associate assists the Coordinator with personalized initial Intakes for residential (Shelter) and non-residential (Outreach) clients and provides targeted resources following those meetings, including:

• providing TC Budgeting Worksheets to clients post-intake
• providing Banking applications and direct contacts, along with Letters of Residency and related documents, post-intake
• helping clients create Credit Karma accounts and providing other information on credit repair, post-intake
• helping clients email and/or print their credit reports for further review with the Coordinator
• helping clients write letters of dispute or debt settlement letters using TC models
• providing clients with Job Search and Resume Building tools using TC materials
• providing numerous electronic source materials, such as the Allstate Curriculum for financial education
• helping clients navigate Job Sites when necessary
• supporting clients in drafting and updating their resumes following the Coordinator's review
• introducing clients to local staffing agency as appropriate
• connecting clients with Retreat sources/partners, such as Bright Horizons, ESBOCES, the Women's International Scholarship Program (WISP), and more,

The Associate will also:

• Attend weekly Team Meetings
• Support Coordinator 1-2 times per year in developing groups of old and new Workshop presenters, including contacting recommended presenters; updating the Excel or Word report of past presenters with contact information and topics; contacting and scheduling those presenters for future workshops; creating engaging separate announcement posters for Shelter and also Outreach clients; reminding Outreach clients of dates, etc.; informing Team and other Retreat staff of workshop schedules
• Create and administer Post-Workshop Surveys (based on KSAB--Knowledge, Skills, Attitudes, and Behaviors) and provide a report of Survey results
• Generate Internal Referrals for Shelter and/or Outreach clients
• Update the database of all TC Outreach clients
• Introduce Outreach referrals to Take Charge via email, including the program brochure and a suggested date and time for an Intake with the Coordinator, following up as necessary and updating Google calendar
• Provide links and emails to Outreach clients with some or all of the resources above
• Create print files for new clients, with key documents and/or copy of initial Internal Referral
• Enter AVS notes on a daily basis
• Create and maintain a combined Client Status Report (Shelter and Outreach)
• Assist the Coordinator in developing new and additional resources, community partners, and expert advisers for all topics addressed in the Program

• Reports to: Shelter Director

• High School or GED preferred.
• Bilingual proficiency (Spanish/English) preferred.
• Ability to work with individuals in crisis.
• Must possess a high level of competency in organizational skills, interpersonal communication, and relationship building.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Drive.
• Ability to work as a supportive team member, coordinating feedback and knowledge.
• Fingerprint clearance and valid NYS Driver's License required.

• Sits, stands, stoops, squats, walks, and moves intermittently during work hours
• May lift, push, or pull 10-20 pounds occasionally.

Every effort has been made to make agency job descriptions as complete as possible. However, it does not state or imply that these are the only duties required for this position or the sole responsibilities for which this employee will be accountable. The omission of specific statements of duties or responsibilities does not exclude them from the position if the work is similar, related, is a logical assignment to the position, or is within the scope of generally accepted business practices for an employee with this specific job title. Duties, responsibilities and activities may change at any time with or without notice.

The Retreat Inc. is an Equal Opportunity Employer

THE RETREAT, INC. is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, sexual orientation, military status, veteran status, age, marital status, domestic violence victim status, disability, pregnancy-related condition, gender identity, religion, genetic predisposition, familial status, ancestry, prior arrest or conviction record or any other protected category under applicable law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The agency values and is committed to providing compassionate, empathetic, culturally aware services to all clients/members.