Financial Fitness Coordinator Job Bryan area,Texas USA,Finance & Banking

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Financial Fitness Coordinator

Full Time Professional Bryan, TX, US

Salary Range: $21.00 To $23.00 Annually

POSITION

PURPOSE:

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.

ESSENTIAL FUNCTIONS:

The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

Financial Assessment & Goal Setting

1. Conduct comprehensive reviews of client financial situations including income, expenses, assets, debt, and credit.

2. Develop personalized, SMART (Specific, Measurable, Attainable, Realistic, Time-bound) financial goals with clients aligned with their FSS Individual Training and Services Plan (ITSP).

3. Assist clients in creating realistic budgets, tracking cash flow, and identifying opportunities to reduce spending and increase savings.

Education & Coaching

1. Design and teach formal financial education courses for FSS participants on topics including budgeting, credit building, banking, debt management, and preparing for home ownership.

2. Deliver financial literacy concepts through one-on-one sessions, workshops, webinars, and peer groups.

3. Provide resources and guidance on credit building, debt management, savings strategies, and effective budgeting

4. Help clients identify and overcome emotional triggers or behaviors that lead to poor financial decisions, focusing on action-based transformation.

Home ownership Preparation

1. Work directly with FSS clients who have accumulated escrow funds to assess readiness for the Housing Home ownership Program.

2. Provide targeted coaching on mortgage readiness including credit score requirements, debt-to-income ratios, down payment/closing cost planning, and escrow utilization.

3. Coordinate with the FSS case manager to ensure clients meet Home ownership Program qualifications and complete required pre-purchase education.

Accountability & Support

1. Maintain regular touchpoints with clients, often weekly or bi-weekly, to monitor progress and adjust plans as circumstances change.

2. Track client milestones, celebrate “small wins,” and provide motivation to sustain positive behavior change.

3. Document all client interactions, goals, and progress in program databases with timely, accurate case notes.

Debt & Credit Counseling

1. Guide clients in creating debt repayment plans and understanding credit reports and scores.

2. Provide coaching on credit report review, responsible credit use, and developing sustainable debt reduction plans that support clients’ FSS and home ownership goals.

3. Refer clients to appropriate community resources for credit counseling, legal aid, or benefits assistance when needs exceed coaching scope.

Reporting & Coordination

1. Coordinate closely with FSS case managers and the GED Coordinator to ensure integrated service delivery for shared clients.

2. Participate in peer group meetings,…