Financial Wellbeing Coach, Homeownership

Automatic Data Processing, Inc.; Dallas (TX); On-site; USD 54,000 - 66,000; Full time

Job summary

Operation HOPE is seeking a dedicated Financial Wellbeing Coach – Homeownership to guide clients through the homebuying journey. You will provide one-on-one coaching, educate clients on HUD programs such as FHA loans and down payment assistance, and help develop personalized action plans focused on budgeting and savings.

Virtual or in-person workshops will be offered to support clients in achieving their financial goals.

Qualifications

• Bachelor’s degree or 2+ years of related experience as required.
• Proficiency in MS Word, Excel, and PowerPoint.
• HUD certification or pass HUD Certified Counselor exam within 90 days.
• Experience in homeownership counseling or related roles.
• Strong presentation and communication skills.
• Ability to travel within designated market area with own transportation.

Responsibilities

• Conduct one-on-one counseling sessions for homeownership assistance.
• Educate clients on HUD programs, including FHA loans and down payment assistance.
• Develop personalized action plans based on client needs and circumstances.
• Deliver group and individual workshops, virtual or in-person.
• Maintain accurate records per HUD guidelines and document activities in CRM Dynamics.
• Build relationships with Bank Partners and community organizations for referrals.
• Track client progress toward financial goals.

Skills

MS Word

Excel

PowerPoint

HUD Certified

HUD Training

Presentation

Communication

Multitasking

Empathy

Cultural Competence

Education

Bachelor’s degree in finance, Housing, Counseling, or related field

2+ years related work experience

Tools

Dynamics CRM

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.

Financial Wellbeing Coach, Homeownership

Hope Inside - Adult Full Time Professional HI Stand Together - Dallas, TX, Dallas, TX, US

2 days ago Requisition ID: 2086

Salary: $60,000.00 Annually

Job Description

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.

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.

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.

DUTIES AND RESPONSIBILITIES

• Previous experience in financial coaching, counseling, or related roles.
• Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills.
• Empathetic and patient approach in working with individuals from diverse backgrounds.
• Promote Operation HOPE, Inc. solutions via social media.
• Ability to meet monthly and annual production goals.
• Ability to meet tight deadlines and manage time effectively.

REQUIRED SKILLS AND EDUCATION

• Bachelor’s degree in finance, Housing, Counseling, or a related field, however, will consider comparable 2+ years of work experience in a related field.
• ProficiencyinMSWord,Excel,andPowerPoint will be required in this position.
• Currently HUD certified, or must 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.
• 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.
• Excellent communication and interpersonal skills.
• 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.
• 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.

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.