Homeownership Financial Coach - Guidance & Impact

Operation HOPE, Inc.; Memphis (TN); Presencial; USD 53.000 - 65.000; Tempo integral

Resumo da vaga

Operation HOPE in Memphis seeks a Financial Wellbeing Coach focused on homeownership. You will provide personalized guidance throughout the homeownership journey, ensure HUD guidelines are followed, and help clients make informed financial decisions.

Responsibilities include one-on-one counseling, HUD program guidance, budgeting, debt management, and coordinating with bank partners. This full-time role offers in-person and virtual workshops and demands strong communication, empathy, and timely

Qualificações

• Bachelor’s degree in finance, Housing, Counseling, or a related field, or comparable 2+ years of work experience.
• Proficiency in MS Word, Excel and PowerPoint required.
• HUD certification either current or must pass HUD Certified Counselor exam within first 90 days.
• Experience in homeownership counseling or related roles.
• Strong presentation and training skills.
• Ability to meet monthly and annual production goals.
• Willingness to travel within designated market area.

Responsabilidades

• 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 and educate on budgeting, debt management, and savings.
• Deliver financial education through workshops (virtual and in-person).
• Enroll and manage clients in CRM (Dynamics) and coordinate regular sessions via Zoom, phone, or in person.
• Build relationships with bank partners and community organizations for referrals.
• Maintain accurate client records following HUD guidelines and ensure data is entered daily.

Conhecimentos

Financial coaching

Budgeting

Debt management

Customer relationship management

Communication skills

Multitask management

Empathy

Presentation skills

English proficiency

HUD guidelines knowledge

Formação

Bachelor's degree in finance, housing, counseling, or related field

2+ years of related experience

Ferramentas

MS Word

Excel

PowerPoint

Descrição da vaga

Operation HOPE in Memphis seeks a Financial Wellbeing Coach focused on homeownership. You will provide personalized guidance throughout the homeownership journey, ensure HUD guidelines are followed, and help clients make informed financial decisions.

Responsibilities include one-on-one counseling, HUD program guidance, budgeting, debt management, and coordinating with bank partners. This full-time role offers in-person and virtual workshops and demands strong communication, empathy, and timely