Disaster Recovery Program Financial Counselor

Plexos Group is seeking a Program Financial counselor specializing in financial resiliency to support affected residents with their Wildfire Disaster Recovery in New Mexico. The Financial Counselor is responsible for liaising with local, state, and federal program partners, collecting documentation, interfacing with residents, and support to residents in identifying resources and best practices for financial management (particularly for residents receiving disaster compensation).

About Plexos Group:

Plexos Group is a leading program delivery and project management company. Our experienced subject matter experts streamline large-scale and complex capital, infrastructure and Disaster Recovery projects funded by federal and other public and private sources. We design, staff, and manage all facets of programs across infrastructure, construction, education, housing, and healthcare vertical business lines. Since our founding in 2012, we’ve helped state and local governments, public agencies, school districts, and private stakeholders restore continuity and build resilience for the communities and constituents they serve.

Responsibilities:

• Work independently and as part of a team to support Disaster Recovery Program delivery.
• Schedule technical assistance appointments.
• Educate lay persons on compensation management including creating and implementing a budget, compensation stewardship, navigation of home purchasing, will execution, bank and credit union use and programs.
• Provide standard case management functions for residents, including through development of Disaster Recovery plans, support to applications under the plan, and guidance as the resident implements their recovery plan.
• Coordinate and facilitate workshops on financial resiliency.
• Take referrals, make cold calls, and attend outreach events.
• Develop processes and procedures to integrate resources which communicate best practices and available options for managing large amounts of compensation to residents.
• Conduct work professionally and ethically in service to the local community.
• Note that this position does not provide investment advice or recommendations.

Minimum Job Requirements:

• At least 1 full year work experience in one of the following fields: banking, mortgage lending, underwriting, real estate, financial planning, or accounting. Three years’ experience and/or industry certifications or degrees (Associate’s or Bachelor’s) in one of the fields above preferred.
• Skills in: communication, coordination, facilitation, professional writing, book-keeping and financial counseling or management.
• Experience with: Federal and State government programs and/or grants preferred.
• Languages: English, bi-lingual English/Spanish preferred.

Plexos Group LLC is an Equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristics protected by law. Plexos Group recognizes the importance of a diverse and inclusive workforce that considers the needs of the communities we serve, and we are committed to providing an inclusive workplace environment free from discrimination.