Client Funding & Program Support Associate (Phoenix)

Client Funding & Program Support Associate (Phoenix)

Location: Inst. for Human Development

Regular/Temporary: Regular

Job ID: 608055

Full/Part Time: Full-Time

Workplace Culture

NAU aims to be the nation's preeminent engine of opportunity, vehicle of economic mobility, and driver of social impact by delivering equitable postsecondary value in Arizona and beyond.

https://nau.edu/president/strategic-plan/

Special Information

• Based in Phoenix, Arizona.
• This position is subject to the availability of funding. The incumbent is not eligible for Service Professional non-renewal notice, or Classified Staff layoff or recall status.
• This position can also be an on-site position which requires the incumbent to complete their work primarily at an NAU site, campus, or facility with or without accommodation. Opportunities for remote work are rare.
• This position is posted as Client Funding & Program Support Associate, which is a working title. The NAU system title for this position is Community Program Coordinator, Senior.

Job Description

The Institute for Human Development (IHD) is an interdisciplinary unit and the oldest Institute at NAU. IHD is a University Center for Excellence in Developmental Disabilities (UCEDD) emphasizing four core function areas: Research and Evaluation, Interdisciplinary Education and Training, Community Service, and Information Dissemination.

The Arizona Technology Access Program (AzTAP), a project within IHD, which offers a comprehensive set of programs and services statewide that are related to assistive technology (AT) for persons with disabilities, their families and rehabilitation professionals. The Arizona Loans for Assistive Technology (AzLAT) program, which is administered by AzTAP, is an alternative financing program designed to assist individuals with disabilities (or others on their behalf) to borrow money at an affordable rate for the purchase of assistive technology.

The Community Program Coordinator, Sr./Client Funding & Program Support Associate will oversee the daily operation and management of the AzLAT loan program as well as the financial management responsibilities that support the operation of the AzTAP program and its services, as well as provide ad hoc administrative support to the Institute for Human Development. In addition to managing the AzLAT program, administrative responsibilities of this position include but are not limited to supporting AzTAP with managing the NAU process for capital purchases, travel, purchasing card transactions and program budget development.

Loan Program Oversight - 20%

• Receives and processes AzLAT loan applications according to established policies and procedures; reviews each application to assure that it is complete and contacts applicants to get missing or needed documentation.
• Serves as the liaison between the AzLAT program partners: MariSol Federal Credit Union (lending partner) and the Arizona Community Foundation (AzLAT investment fund manager).
• Interfaces with AzLAT's lending partner to process loan applications, obtain credit reports and obtain feedback on potential problems and/or lending recommendations.
• Manages and maintains AzTAP's AzLAT NAU SharePoint site to coordinate the sharing of documents with the AzLAT lending partner and the AzLAT loan review committee.
• Schedules and advises AzLAT loan review committee members of meetings (scheduled or ad hoc as necessary). Plans meeting agenda for each monthly AzLAT loan review committee meeting. Facilitates monthly loan review committee meeting using established protocols and process. Keeps a meeting summary for the monthly loan review committee on decisions made and program related discussions.
• Using established AzLAT program policies and procedures prepares and presents the AzLAT loan packet at the monthly AzLAT loan review committee meeting.
• Maintains and updates AzLAT client case files and our data/case record system with outcome of loan review committee meeting as well as all case developments for the term of the loan.
• Identifies and stays informed on potential alternate community funding sources for assistive technology acquisition.
• When needed assists lending partner and borrower with final loan closing process.

Direct Client Services - 20%

• Serves as the primary point of program contact for AzLAT applicant/borrower(s).
• Provides potential applicants information on the AzLAT program guidelines & policies including the loan application process and providing assistance and/or reasonable accommodations to applicants as needed with the application process.
• In collaboration with an AzTAP AT Specialist, provides recommendations and suggestions on the selection of assistive technology devices to the AzLAT applicant.
• Assists AzLAT applicants and/or other AzTAP clients as needed with pursuing and applying for alternate community funding resources for assistive technology.
• Notifies pending AzLAT applicant(s) of loan review committee decision(s) verbally and if denied in writing. For denials work with AzLAT loan review committee, Program Director and AzTAP AT Specialists to suggest alternate funding options to borrower.
• Coordinates with AzLAT lending partner to provide advocacy, intervention strategies, and resources to assist borrowers to avoid loan default, while providing guidance to applicants to resolve credit report issues.

Program Administrative Support - 20%

• Manages incoming and outgoing mail for AzTAP staff. Maintains postage log and purchases postage as needed.
• Prepares financial statements and records on program activities, progress, status or other special reports for management or outside agencies/programs as requested.
• Prepares the AzTAP Annual report In coordination with the IHD Director of Dissemination
• Manages and updates the AzTAP email distribution lists and listservs.
• Maintains, manages and as necessary updates all AzTAP marketing and display materials.
• Places orders to purchase general AzTAP supplies and materials, marketing materials/literature and/or other program purchases as needed.
• Annually collects/enters required federal/state aggregate data on AzTAP services and the AzTAP/IHD conference into our data collection systems.
• Collaborates with AzLAT lending partner to manage future online AzLAT application webpage(s). Reviews, manages, and submits AzLAT webpage updates to the AzTAP website manager.
• Assists AzTAP Program Director with coordinating the annual AzLAT financial drawdown from the Arizona Community Foundation (investment fund manager).

Programmatic Financial Support - 20%

• Serves as the primary lead for all AzTAP financial transactions and as the liaison for AzTAP and the NAU Service Teams.
• Enters/tracks NAU Service Team tickets for travel. Coordinates staff travel which may include making hotel, flight, and rental car reservations, preparing, and submitting documentation for university business trips, processing reimbursements expense reports for travel and maintaining records.
• Enters/tracks NAU Service Team tickets for AzTAP financial purchases, including uploading appropriate documentation, monitoring Service Team actions and payments, tracking purchase orders and invoice payment statuses via the NAU Service Team ticketing process.
• Prepares financial reports for Program Director when requested and monitors budgets for program expenditures and advises department leadership on discrepancies with expenditures.
• In accordance with NAU purchasing card policies and procedures oversees and uses purchasing card for approved AzTAP expenditures and ensures AzTAP staff completes their regular reconciliation of purchasing card transactions in accordance with NAU purchasing card policies and procedures.
• Receive invoices from the AzLAT lending partner for application and future interest buy down fees and process via NAU Service Teams.
• Manage online participant registration, payments (PO's, invoices, etc.) and processing checks for AzTAP training and events as scheduled.

Training and Outreach - 15%

• In coordination with Program Director develops and implements AzLAT marketing strategies to increase the number of appropriate loan applications statewide.
• Attend community events as requested to market and provide public awareness about the AzLAT program.
• Provides support and participate as a member of the AzTAP/IHD Conference Planning Committee.
• In coordination with Program Director manage AzTAP's communication plan.
• Develop advertisements for all AzTAP training events, schedule Information Communication Technology (ICT) trainings, produce program update emails and post on AzTAP social media accounts.

Other - 5%

• Assist and support Program Director with AzTAP program development.
• Other duties as assigned.

Minimum Qualifications

• Bachelor's degree social work, business, finance, or related field.
• 3-5 years of relevant experience.
• A combination of related education, experience and training may be used as an equivalent to the above Minimum Requirements.

Preferred Qualifications

• 5 years' experience working in human services organization (public or private).
• 3 years' experience working with people with disabilities across the age and/or disability spectrum.
• 1-2 years' banking or credit union work experience.
• Bilingual desirable (Spanish).

Knowledge, Skills, & Abilities

Knowledge

• Knowledge of Assistive Technology (AT) and Durable Medical Equipment (DME).
• Experience working with persons with disabilities in relation to credit and income.
• Knowledge of purchasing goods and services.
• Knowledge of budgeting and account reconciliation principles.
• Knowledge of organizational practices and principles, including experience with purchasing goods and services for a business and/or a community organization.

Skills

• Program coordination and execution of activities and establishing priorities.
• Strong analytical skills related to assessing financial data, interpreting financial statements, and analyzing budgets.
• Demonstrated commitment to professional social work /social service conduct. (e.g. maintaining client confidentiality, adhering to program regulations/philosophy, and promoting transparency in client financial services).
• Demonstrated knowledge of Microsoft software applications to include Word, Excel, PowerPoint, and Outlook and Adobe Acrobat Pro.
• Excellent customer service skills.
• Foster and manage relationships with community partners.

Abilities

• Ability to work independently and take initiative to see client services through from beginning to completion.
• Exercises good judgment, particularly with sensitive and confidential matters.
• Understanding of the specific financial, credit needs and challenges of persons with disabilities and/or their families.
• Communicate effectively an uses active listening skills.
• Detail oriented.
• Excellent written communication skills.
• Take the lead to manage and implement new projects and initiatives.

Background Information

This position has been identified as a safety/security sensitive position. Therefore, per AZ Revised Statute, Northern Arizona University requires satisfactory results for the following: a criminal background investigation, employment history investigation, degree verification (in some cases) and fingerprinting. If you are applying for a job that requires a CDL, you will be required to register with the Federal Motor Carrier Safety Administration Drug & Alcohol Clearinghouse and adhere to the clearinghouse requirements. Additionally, as an employer in the state of Arizona, NAU is required to participate in the federal E-Verify program that assists employers with verifying new employees' right to work in the United States. Finally, each year Northern Arizona University releases an https://in.nau.edu/police-department/annual-security-and-fire-safety-reports/.. The report is a result of a federal law known as the Clery Act. The report includes Clery reportable crime statistics for the three most recent completed calendar years and discloses procedures, practices and programs NAU uses to keep students and employees safe including how to report crimes or other emergencies occurring on campus. In addition, the https://in.nau.edu/police-department/annual-security-and-fire-safety-reports/. is combined with the Annual Security Report for the NAU Flagstaff Mountain Campus as this campus has on-campus student housing. This report discloses fire safety policies and procedures related to on-campus student housing and statistics for fires that occurred in those facilities. If you would like a free paper copy of the report, please contact the NAUPD Records Department at (928) 523-8884 or by visiting the department at 525 E. Pine Knoll Drive in Flagstaff.

Salary

Salary range is $47,634 - $59,542. Annual salary commensurate with candidate's qualifications and related experience.

FLSA Status

This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA) and therefore will not earn overtime or compensatory time for additional time worked.

Benefits

This is a Classified Staff (CLS) position. NAU offers an excellent benefit package including generous health, dental and vision insurance; participation in the Arizona State Retirement System; paid vacation and 10 holidays per year; and tuition reduction for employees and qualified dependents. More information on benefits at NAU is available on the https://in.nau.edu/Human-Resources/Benefits/. Classified Staff employees are in a probationary status for their first six months at NAU. NAU is a tobacco and smoke-free campus. Employees offered a position will be eligible for state health plans (including NAU's BCBS Plan). New employees arehttps://in.nau.edu/human-resources/benefits/ on the first day of the pay period following their enrollment, after their employment date. Employees will have 31 days from their start date to enroll in benefits. Additionally, new employees will begin participating in the Arizona State Retirement System, and the long-term disability coverage that accompanies it, on the first of the pay period following 6 months after the new employee's start date.

Learning and Development

Your career at Northern Arizona University includes the opportunity for professional development. https://in.nau.edu/human-resources/orientation/ includes courses to be completed within the first 30 days.

Immigration Suppt/Sponsorship

NAU will not provide any U.S. immigration support or sponsorship for this position.

Application Deadline

October 14, 2024 at 11:59 p.m.

How to Apply

To apply for this position, please click on the "Apply" button on this page. You must submit your application by clicking on the "Submit" button by midnight of the application deadline. If you need assistance completing your application there are instructions available on the https://in.nau.edu/human-resources/or in person in the Human Resources Department located in Building 91 on the NAU Campus - on the corner of Beaver and DuPont Streets.

If you are an individual with a disability and need reasonable accommodation to participate in the hiring process, please contact the Disability Resources Office at 928-523-8773, http://DR@nau.edu, or PO Box 5633, Flagstaff AZ 86011.

Equal Employment Opportunity

Northern Arizona University is a committed Equal Opportunity/Affirmative Action Institution. Women, minorities, veterans and individuals with disabilities are encouraged to apply. NAU is responsive to the needs of dual career couples.

https://in.nau.edu/Human-Resources/Posters-Required-by-Law/

NAU is an Employer of National Service. AmeriCorps, Peace Corps, and other National Service alumni are encouraged to apply.

To apply, visit https://apptrkr.com/5626469

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