Financial Fitness Coordinator

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Full Time Professional Bryan, TX, US

5 days ago Requisition

Salary Range: $21.00 To $23.00 Annually

The Financial Fitness Coordinator provides one-on-one financial coaching, group education, and formal financial courses to Family Self‑Sufficiency (FSS) participants and other eligible clients. This role helps clients build long‑term financial stability by assessing current financial conditions, developing personalized SMART goals, and providing accountability, education, and support. The coordinator also works directly with clients who have accumulated FSS escrow to prepare them for successful transition into the Housing Home ownership Program.

All services are provided within the scope of financial coaching, not licensed financial advice.

• Financial Assessment & Goal Setting
  • Conduct comprehensive reviews of client financial situations including income, expenses, assets, debt, and credit.
  • Develop personalized, SMART (Specific, Measurable, Attainable, Realistic, Time‑bound) financial goals with clients aligned with their FSS Individual Training and Services Plan (ITSP).
  • Assist clients in creating realistic budgets, tracking cash flow, and identifying opportunities to reduce spending and increase savings.
• Education & Coaching
  • Design and teach formal financial education courses for FSS participants on budgeting, credit building, banking, debt management, and preparing for home ownership.
  • Deliver financial literacy concepts through one‑on‑one sessions, workshops, webinars, and peer groups.
  • Provide resources and guidance on credit building, debt management, savings strategies, and effective budgeting.
  • Help clients identify and overcome emotional triggers or behaviors that lead to poor financial decisions, focusing on action‑based transformation.
• Home ownership Preparation
  • Work directly with FSS clients who have accumulated escrow funds to assess readiness for the Housing Home ownership Program.
  • Provide targeted coaching on mortgage readiness including credit score requirements, debt‑to‑income ratios, down payment/closing cost planning, and escrow utilization.
  • Coordinate with the FSS case manager to ensure clients meet Home ownership Program qualifications and complete required pre‑purchase education.
• Accountability & Support
  • Maintain regular touchpoints with clients, often weekly or bi‑weekly, to monitor progress and adjust plans as circumstances change.
  • Track client milestones, celebrate small wins, and provide motivation to sustain positive behavior change.
  • Document all client interactions, goals, and progress in program databases with timely, accurate case notes.
• Debt & Credit Counseling
  • Guide clients in creating debt repayment plans and understanding credit reports and scores.
  • Provide coaching on credit report review, responsible credit use, and developing sustainable debt reduction plans that support clients’ FSS and home ownership goals.
  • Refer clients to appropriate community resources for credit counseling, legal aid, or benefits assistance when needs exceed coaching scope.
• Cross‑Functional Coordination
  • Coordinate closely with FSS case managers and the GED Coordinator to ensure integrated service delivery for shared clients.
  • Participate in peer group meetings, community events, and outreach activities to promote financial fitness services.
  • Maintain strict confidentiality and adhere to ethical standards; provide coaching only and do not offer licensed investment, tax, or legal advice.
  • Prepare data for monthly, quarterly, and annual reports on client outcomes, workshop participation, and home ownership pipeline progress.
• General Duties
  • Attend required training, staff development sessions, and meetings to enhance job performance.
  • Ensure effective communication and coordination with stakeholders, including property landlords, service providers, and public agencies.
  • Maintain confidentiality and adhere to BVCOG privacy laws and regulations.
  • Perform other related functions as assigned to support the mission and goals…