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Individual Development Account (IDA) Coordinator

175 Lancaster Street, Portland, ME, USA

Job Type


Brief Job Summary

ProsperityME is seeking an IDA Coordinator to build relationships and link to opportunities that connect members of the refugee, immigrant and asylee community and others with low-income to our programs and services. The coordinator will be responsible for program outreach, recruitment, client intakes for the individual development account (IDA) savers. The coordinator will provide client support services including financial literacy and small business development support.



  • Builds relationships with key stakeholders in the greater Lewiston/Auburn area, including at community organizations, social service providers, organizations working with directly impacted populations and more.

  • Works with Director and teams to build and promote our programs to community members to encourage participation and to refer others who can benefit from our support.

  • Works with marketing manager to develop resources and share information about our programs, highlight success stories, educate people about opportunities, and support community members in sharing their stories to and encourage others to be involved.

  • Participates and leads a variety of outreach and organizing strategies to increase awareness of our programs. This could include word of mouth outreach, door-to-door canvassing, events, digital outreach and more.

  • Processes client intakes for services including requests for IDAs, small business development and financial education and makes referrals to housing, scholarship and financial education courses.

  • Develops good systems for follow up with leads and clients to track outcomes and results.

  • Attends and participates in individual and team check ins, staff meetings, and meetings as required from grantors or program support.

  • Collaboration with community members and partner organizations to support programs and services, including assistance and participation in public awareness and education events in communities.

  • Other duties as assigned by ProsperityME Director of Programs and Leadership Team.

Work Environment

The position involves close communication with the Director of Programs. It involves interaction with staff teams, clients, community members and organizations. It requires daily use of information technology and hard copy documents within an office setting and in the community. After training, one to two days per week will be required to work in the Portland office with periodic travel around southern and central Maine. From time to time, it requires transporting, lifting, and carrying materials to events and meetings. General office hours are between 8:30 am and 5:00 pm with events and meetings occurring occasionally outside of these hours.

Education, Experience, Knowledge, and Conditions

  • Education and professional experience equivalent to a minimum of 2 years in outreach, organizing, administration, and coaching business or financial services.

  • Ability to be flexible and adaptable to different situations and tasks from day to day.

  • Ability to understand key programs – IDAs, financial education, housing, workforce development and support services – and help people successfully access and navigate these programs.

  • Ability to do effective one-on-one counseling with clients in budgeting, saving, and small business development.

  • Organizing experience working with people and moving them to action. Experience working with community and community-based agencies and support services.

  • Demonstrated ability to lead, collaborate, and build teams and work effectively in a team environment in both a lead and a support role.

  • Ability to work independently within the context of a plan. Effective time management skills, including prioritizing and managing multiple tasks, and demonstrated experience in developing personal work plans and goals is desired.

  • Must have or be able to hold and maintain active certifications relevant to role, as available.

  • Computer proficiency is required: Database/spreadsheet, email, internet, word processing, etc.

  • Travel required, must have reliable transportation and ability to travel across southern/central Maine.

  • Experience working with minorities, immigrants, and refugee communities.

  • Excellent interpersonal skills and able to present course material in a professional manner.

  • Ability to communicate in English, both verbal and written.

  • Ability to prioritize and complete tasks efficiently and within deadlines.

  • Current driver’s license and/or ability to travel to meetings and events.

  • Willingness to undergo criminal background check.


  • Ability to speak language(s) in addition to English.

  • Degree in Business or Financial Management.

  • Experience working in a CRM.

Salary & Benefits

We offer a competitive salary and an outstanding benefits package including medical/dental, 401(k), short, long-term disability and life insurance and generous PTO and paid holidays.


  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Health insurance

  • Life insurance

  • Paid time off

  • Parental leave

About the Company

ProsperityME offers financial education services, including financial literacy courses, one-on-one financial counseling and coaching, and Individual Development Accounts (IDAs). We also provide support for higher education, security deposit assistance for housing, small business counseling, and workforce development through partnerships with local businesses. ProsperityME’s services are open to all refugees, immigrants, asylees, and other individuals with low-income in Greater Portland and Lewiston/Auburn, Maine.

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