Client Engagement Specialist

Better Angels is seeking a highly organized Client Engagement Specialist to join our STEP Fund team to help clients successfully participate in the STEP Fund loan program. Reporting to the Senior Operations Manager, this individual will be joining a small team who have been doing this work since 2021.

Key Responsibilities:

• Provide case management support services for clients through the life cycle of loan process from initial screening, loan application processing, eligibility verification, interviewing, approval, and post-loan follow-up.
• Provide customer support for new clients attempting to apply for our loan program.
• Develop post-loan support plans for clients and coordinate with partner organizations as needed.
• Periodically participate in outreach programming, including participating in on-the-ground events to help spread the word about The STEP Fund.
• Work with The STEP Fund team to develop and maintain key community relationships.
• Help identify and recommend application process improvements based on client feedback.

Data Entry (Salesforce):

• Input client information, documents, and other client data into Salesforce.
• Document all service referrals and client advocacy activities in Salesforce.
• Document all communication with clients in Salesforce.

Qualifications:

Education: College degree preferably in social work, psychology, or counseling from a fully-accredited college or university.

Experience: 2+ years providing case management or equivalent to at-risk populations

Knowledge:

• Knowledge of case management ethics and client focused ideology
• Knowledge of and ability to work with issues related to homelessness/history of trauma
• Knowledge of social service ecosystem in LA
• Basic knowledge of budgeting and financial planning is preferred
• Knowledge of Salesforce, G suite and Microsoft Excel is preferred

Work Environment: The Client Engagement Specialist will primarily work remotely, but on occasion will be expected to attend in person meetings and may participate in events throughout LA County. In the future there is the possibility that the position will require some in-person work in LA County.

EEO and Reasonable Accommodation

Better Angels provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Better Angels complies with applicable state and local laws governing nondiscrimination in employment. Better Angels is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us.