Financial Wellbeing Coach, Homeownership

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.
• Aid clients in understanding the financial implications of homeownership and making informed decisions.
• Build productive relationships with Bank Partners and community organizations for shared client referrals.
• Offer both virtual and in-person workshops as requested.
• Enroll clients into 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.

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.
• Proficiency in MS Word, Excel, and PowerPoint.
• Currently HUD certified, or must 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

• 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 for others.
• 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.