Bilingual Homeownership Financial Wellbeing C

Operation HOPE; Boston (MA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

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Job summary

Operation HOPE seeks a Bilingual Financial Wellbeing Coach – Homeownership to guide clients through HUD-guided processes and homeownership steps. You will provide one-on-one counseling, financial education, and resource referrals to empower clients toward sustainable homeownership.

Fluency in English and Spanish is required. duties include data entry to HUD guidelines, workshops, and collaboration with bank partners, with both virtual and in-person sessions offered.

Qualifications

• Bachelor’s degree (or 2+ years of related experience) in finance, housing, counseling, or related field.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Proficiency with MS Word, Excel, and PowerPoint.
• HUD certified or able to pass HUD Counselor exam within 90 days.
• Experience in homeownership counseling or related roles.
• Excellent presentation skills for group and individual recruitment/training.
• Empathetic, patient, and capable of working with diverse populations.
• Ability to meet monthly and annual production goals and tight deadlines.
• Must have personal transportation for travel within designated market area.
• Commitment to ongoing HUD training.

Responsibilities

• Conduct one-on-one counseling sessions for homeownership to guide clients.
• Provide guidance on HUD programs including FHA loans and down payment assistance.
• Develop personalized action plans based on client needs.
• Educate clients on budgeting, debt management, and savings strategies.
• Deliver comprehensive financial education to clients.
• Build relationships with bank partners and community organizations.
• Offer both virtual and in-person workshops as requested.
• Enroll clients into the CRM Dynamics system and encourage online enrollment.
• Maintain accurate records per HUD guidelines and update Dynamics daily.
• Travel within the designated market area to meet clients.

Skills

Personal finance knowledge

Budgeting

Debt management

Savings strategies

MS Word

MS Excel

PowerPoint

HUD counseling

Group & individual presentation

Bilingual English/Spanish

Client relationship management

Multitasking

Travel within market

Education

Bachelor’s degree in Finance, Housing, Counseling, or related

2+ years related work experience

Tools

MS Word

MS Excel

PowerPoint

Job description

Bilingual Financial Wellbeing Coach –Homeownership

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

Job Description

Bilingual Financial Wellbeing Coach –Homeownership

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.
• Financial Education:
• 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 shared client 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.
• Promote Operation 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.
• Proficiency in MS Word, Excel, and PowerPoint 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 for others.
• 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.
• This job requires personal transportation for travel within the 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.