Bilingual Homeownership Financial Wellbeing C

Key Responsibilities

• 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.
• Absorb clients into the client management system and encourage them to do so through our website.
• Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
• 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.
• 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.
• Promote Operation HOPE, Inc. solutions via appropriate social media.

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.
• Currently HUD certified, or able to pass the HUD Certified Counselor exam within first 90 days.
• Previous experience in homeownership counseling or related roles.
• Experience using Customer Relationship Management programs.
• Experience in loan packaging.
• Experience in sales or community outreach activities.

Preferred Skills

• Experience in public speaking.
• Public speaking skills in both English and Spanish.