Financial Coach (3071CB V1) Competency-Based

International Rescue Committee, Inc.

Registered 2026

California (OA)

Documents

Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

Work Process Content

On the Job Training

Anonymous

Skills

Interpret financial information for others.

Provide a review of risk to CEO (lender) or external lenders.

Interview clients to gather financial information.

Conduct initial intake interview to collect client demographics, intake paperwork, and record a family budget and credit score, as applicable, collect paystubs, taxes, bank statements.

Submit financial applications.

Provide complete loan applications to CEO's loan portal with accompanying required documentation.

Verify accuracy of financial information.

Ensure completeness of all financial information.

Examine financial records.

Assess documents such as taxes, bank statements and credit report for financial health risks.

Maintain data in information systems or databases.

Enter required documentation into IRC's and CEO's systems.

Gather financial records.

Assist the client to provide a complete set of financial records.

Correspond with customers to answer questions or resolve complaints.

Provide triage to clients and also ensure they have an understanding of IRC's complaint process.

Develop financial plans for clients

Create plans with clients for personal budgets, establishing bank accounts, taking out loans, and building credit, as well as advanced asset-building topics like analyzing credit reports, credit-building techniques, and debt reduction.

Update professional knowledge.

Take part in IRC's internal professional development opportunities.

Market products, services, or events.

Follow the office SOP on marketing and event outrach.

Compute debt repayment schedules.

Create debt repayment schedules for all loans
provide debt repayment calculators and educate clients on their use.

Prepare financial documents, reports, or budgets.

Assist clients in understanding their financial situation and their household budgets.

Advise others on financial matters.

Within a coaching model, provide advise when requested from clients towards information and resources that could assist their financial goals.

Confer with others about financial matters.

Work with your teams who may help in areas such as employment placement, access to resources, and emergency needs on behalf of your client.

Educate clients on financial planning topics.

Provide financial workshops and one-on-one education on financial planning topics.

Inform individuals or organizations of status or findings.

Ensure that borrowers and CEO are kept abreast of respective processes, changes, risks.

Recommend products or services to customers.

Per respective financial goals, recommend products or services that may assist in those goals.

Assess financial status of clients.

Review the client's family budget, credit report and other financial documents to understand financial health.

Verify accuracy of records.

Review client documents for completeness. Review IRC and CEO documentation for completeness prior to submission.

Verify application data to determine program eligibility.

As appropriate, verify client eligibility for programs. For borrowers, assess financial risk that may disqualify clients.

Provide workshops on financial topics.

Facilitate monthly workshops on financial topics, including credit education.