Financial Education Coach

About the role

The Gesher Human Services Financial Education Coach assists individuals in developing a stronger understanding of basic financial concepts through seminars, workshops, and one-on-one meetings.

Responsibilities

• Coordinate the scheduling and delivery of seminar style training programs at Gesher and the community.
• Engage and work with community partners to enhance presentations and provide additional resources.
• Respond to client inquiries regarding financial/credit management using HUD’s Housing Counseling Rules and Regulations.
• Schedule individual sessions with clients to address specific issues.
• Refer clients to appropriate community agencies with expertise as needed.
• Participate in community outreach activities such as presentations and fairs.
• Build referral sources by networking with lenders, realtors, and other professionals.
• Provide intensive specialized services for clients with serious credit repair issues or impending home foreclosures.
• Document performance and deliver services by providing reports and maintaining client records.
• Participate on agency committees as appointed.

Requirements

• Bachelor’s degree in Business, Finance, or related field preferred.
• Minimum of two years’ experience working with first-time homebuyers and credit-impaired individuals, or training in housing counseling.
• HUD Certified Housing Counselor preferred (must be secured within six months of employment).
• Experience with federal and state foreclosure programs and loan modifications.
• Experience obtaining and explaining credit reports and financial information to clients.
• Experience in repairing clients' credit to make them mortgage-ready.
• Excellent group presentation and interpersonal skills.
• Proficiency in Microsoft Office Suite and web-based databases.

Qualifications

• Excellent composition skills for preparing financial capability classes and status reports.
• Intermediate proficiency in using Microsoft Office Suite and web-based databases.

Skills

• Strong communication and interpersonal skills.
• Ability to work in a variety of settings, including homebuyer education and financial education trainings.
• Knowledge of HUD’s Housing Counseling Rules and Regulations.

Benefits

N/A

Pay

N/A

Schedule

N/A