Bilingual Homeownership Financial Wellbeing C

ADP, Inc.; Boston (MA); On-site; USD 63,000 - 65,000; Full time

Job summary

Operation HOPE is hiring a Bilingual Homeownership Financial Wellbeing Coach to guide clients through the homeownership journey. The role emphasizes HUD-compliant data entry, documentation, and coordination with bank partners and community organizations.

Responsibilities include individual counseling, budgeting guidance, and referrals to HOPE and partner resources. Fluency in English and Spanish is required to engage diverse communities and supporters.

Qualifications

• Bachelor’s degree in Finance, Housing, Counseling, or related field or 2+ years of related experience.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• HUD certification or ability to pass HUD Counselor exam within 90 days.
• Experience in homeownership counseling or related roles.

Responsibilities

• Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
• Provide information on HUD programs, FHA loans, down payment assistance, and homeownership education.
• Develop personalized action plans based on client needs.
• Educate clients on budgeting, debt management, savings strategies, and related topics.
• Enroll clients into the CRM system and maintain client records per HUD guidelines.
• Schedule regular sessions via Zoom, phone, and in-person appointments.
• Monitor progress toward financial goals using Dynamics CRM.
• Connect clients with resources and community partners and promote HOPE solutions.

Skills

Bilingual English/Spanish

Budgeting

Debt management

Client counseling

HUD guidelines

Dynamics CRM

Data entry

Public speaking

Spanish language proficiency

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Bilingual Homeownership Financial Wellbeing C

Hope Inside - Adult Full Time HI Bank of America - Boston, MA, Boston, MA, US

Salary Range: $63,000.00 To $65,000.00 Annually

Job Description

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

ABOUT OPERATION HOPE:Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with the tools and knowledge they need to achieve and maintain sustainable homeownership.

POSITION OVERVIEW: We are seeking a passionate, and experienced Homeownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach in this role, you will focus on providing personalized guidance and support to individuals navigating the homeownership process, with a specific emphasis on ensuring data entry and required documents follow the guidelines set by the U.S. Department of Housing and Urban Development (HUD). Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.

KEY RESPONSIBILITIES:

• Individual Counseling:
  • Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
  • Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
  • Develop personalized action plans based on individual client needs and circumstances.
  • Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics
• Assist clients in understanding the financial implications of homeownership and making informed decisions.
• Build productive relationships with Bank Partners and community organizations for sharedclient referrals.
• Offer both virtual and in-person workshops as requested.
• Client Relationship Management:
  • Enroll clients into client management system and encourage them to do so through our website.
  • Establish and maintain strong relationships with clients, fostering trust and open communication.
  • Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
  • Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
• Resource Referral:
  • Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
  • Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
  • Build alliances with community partners to pass along to their clientele.
  • PromoteOperation HOPE, Inc. solutions via appropriate social media.
• Documentation and Reporting:
  • Maintain accurate and detailed records of client activities, using HUD guidelines.
  • Ensure all data entered has been captured daily in our CRM system, Dynamics.
  • Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate.
• Service Spanish Speaking Clients
• Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community.
• Excellent written and verbal communication skills both and English and Spanish.
• Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.

REQUIRED SKILLS AND EDUCATION

• Bachelor’s degree in Finance, Housing, Counseling, or a related discipline, however, will consider comparable 2+ years of work experience in a related field.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• ProficiencyinMSWord,Excel,andPowerPoint will be required in this position.
• Currently HUD certified, or able to pass the HUD Certified Counselor exam within first 90 days.
• Previous experience in homeownership counseling or related roles.
• Presentation skills - the right candidate must have the ability to conduct group and individual recruitment and training sessions.
• Empathetic and patient approach in working with individuals from diverse backgrounds.
• High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect forothers.
• Strong communication skills both verbally and in writing to conduct presentations and meetings.
• Ability to empathize with clients and provide culturally competent guidance.
• Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction.
• Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously.
• Ability to meet monthly and annual production goals.
• Ability to meet tight deadlines and manage time effectively.
• Thisjobrequirespersonal transportationfortravelwithinthe designated market area.
• Commitment to ongoing HUD training as directed.

PREFERRED SKILLS

• Experience using Customer Relationship Management programs.
• Experience in loan packaging.
• Experience in sales or community outreach activities.
• Public speaking skills in both English and Spanish

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.