Bilingual Homeownership & Financial Wellness Coach

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

Job summary

Operation HOPE is seeking a passionate Homeownership Financial Wellbeing Coach to guide clients through the homeownership process, with a focus on HUD guidelines, data entry accuracy in CRM Dynamics, and collaboration with bank partners.

This full-time role requires bilingual English/Spanish communication, experience in personal finance, and the ability to deliver both virtual and in-person workshops to diverse communities.

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 required, or eligible to pass HUD Certified Counselor exam within 90 days.
• Experience in homeownership counseling or related roles.
• Proficient in MS Word, Excel, and PowerPoint.
• Ability to communicate effectively in English and Spanish with diverse audiences.

Responsibilities

• Conduct one-on-one counseling sessions for clients seeking homeownership assistance.
• Provide information on HUD programs including FHA loans and down payment assistance.
• Develop personalized action plans based on client needs and circumstances.
• Educate clients on budgeting, credit management, and savings strategies.
• Maintain records per HUD guidelines and enter data into Dynamics CRM.
• Schedule and conduct virtual and in-person sessions; build relationships with partners.

Skills

Bilingual (English/Spanish)

Client counseling

Public speaking

Empathy and cultural sensitivity

Multitasking

Education

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

Comparable 2+ years of related work experience

Tools

MS Word

Excel

PowerPoint

Job description

Operation HOPE is seeking a passionate Homeownership Financial Wellbeing Coach to guide clients through the homeownership process, with a focus on HUD guidelines, data entry accuracy in CRM Dynamics, and collaboration with bank partners.

This full-time role requires bilingual English/Spanish communication, experience in personal finance, and the ability to deliver both virtual and in-person workshops to diverse communities.