Job Details

AGENCY OVERVIEW:

Jewish Family and Children's Services (JFCS) has served the San Francisco Bay Area for 175 years. We offer world-class services to support individuals and families across all stages of life, including adoption, mental health, senior care, disability services, financial assistance, Holocaust education, and youth development. Our mission and work are rooted in Jewish values, and we serve people of all faiths and backgrounds.

The Financial Aid Center provides loans, grants, and scholarships for emergency assistance, educational opportunities, business development, and Jewish summer camps/programs for Bay Area residents. We provide individuals in our community the support to help develop, restore, and maintain their self-reliance.

POSITION SUMMARY:

Under the supervision of the Associate Executive Director, the JFCS Financial Aid Center offers student loans and grants, and small business loans to qualified individuals in our service area. The Director manages the day-to-day operations of the Financial Aid Center; provides direct service to clients seeking financial assistance; works with Development to increase available funds for the program and works with Board level volunteer oversight committees to facilitate their work in approving loans and grants.

COMPENSATION AND BENEFITS:

• Salary Range: $85,000-$100,000 (depending on experience)
• Employment Type: full-time, exempt position with benefits
• Employer 403(b) retirement match plus additional employer contribution (subject to eligibility)
• Cafeteria benefits plan that lets you customize coverage to fit your needs, with options like health insurance, FSAs, retirement plans, and wellness programs
• 16 holidays (10 federal and up to 6 Jewish holidays), annually
• 3 weeks of vacation and 2 weeks of sick leave, annually

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Interview and assist student applicants for grants and loans, preparing requests for approval by the Loans and Grants Committee
• Process loan and grant applications ensuring all appropriate documentation is collected and tracked
• Provide consultation on financial planning and budgeting to clients
• Assist business loan applicants with financial projections, calculations of capital requirements and business plan analysis and development and enlist appropriate mentors and incubation services for applicants as needed
• Develop resource materials on services relevant to student and business loan applicants
• Staff the Loans and Grants Committee of the Board of Directors, including set-up and coordination of meetings preparation, and presentation of loan and grant applications
• Create and maintain records and documents:
  • Maintain a database tracking financial aid applicants from the application stage through an approval process, the disbursement of funds, and the repayment of loans
  • Produce loan documents for each approved loan
  • Keep records of loan funds granted and disbursed on a year-to-date and fund-by-fund basis
  • Review loan portfolios to ensure that all loans are paid on a timely basis, institute collection efforts on delinquent loans as appropriate
• Collaborate with YouthFirst department to ensure that teen participants are informed of financial aid offerings through the department. Engage past loan and grant recipients as feasible as internship sites, as volunteers, and as career night speakers
• Provide consultation to staff providing financial and case management services to emergency assistance clients. Review financial assistance requests, as needed, and ensure consistency in evaluation of requests and disbursement of funds. Work closely with JFCS direct service and supervisory staff to integrate financial consultation into case management services
• Work with the Development staff and the Associate Executive Director to expand resources and raise additional funding for the Financial Aid Center. Provide materials to the Development and Marketing departments that highlight former recipients' accomplishments and the role of the Financial Aid Center in helping them to achieve their goals. Conduct targeted outreach to past financial aid recipients for further engagement with JFCS as donors

JOB QUALIFICATIONS:

• Degree in business administration, accounting, or finance, preferred
• Experience with educational financial aid operations preferred
• Demonstrated ability to analyze financial statements, credit reports, and income, expense, and cash flow projections.
• Familiarity with personal financial management strategies and techniques
• Interest in working in social services setting and in helping individuals and families attain goals and become self-sufficient
• Demonstrated ability to be supportive of clients in a social service setting and to appropriately communicate the limits of service and resources available

**In order to be considered for the role, please attach a separate cover letter addressed to the Associate Executive Director when submitting your application. Your cover letter should explain your interest in the position and describe why your background, skills, and experience make you a strong candidate for the role. Please be specific and detailed in your response.

All qualified applicants are encouraged to apply, including minorities, women, veterans, and disabled individuals. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status. JFCS is an Equal Opportunity Employer.