Financial Wellbeing Coach, Homeownership

Bilingual Financial Wellbeing Coach – Home ownership Department: HOPE Program Operations Accountability:
Reports to Director of Operations About Operation HOPE

Operation HOPE is a non‑profit organization dedicated to promoting financial dignity, economic empowerment, and home ownership opportunities. Our mission is to provide individuals and families with the tools and knowledge they need to achieve and maintain sustainable home ownership.

We are seeking a passionate, experienced Home ownership Coach to join our team. As a Financial Wellbeing Coach, you will provide personalized guidance and support to individuals navigating the home ownership process, with a specific emphasis on ensuring data entry and required documents follow U.S. Department of Housing and Urban Development (HUD) guidelines. The ideal candidate is fluent in both English and Spanish and can communicate effectively with diverse audiences.

• Individual Counseling:
  • Conduct one‑on‑one counseling sessions with clients seeking home ownership assistance.
  • Provide information and guidance on HUD programs, including FHA loans, down payment assistance, and home ownership education.
  • Develop personalized action plans based on individual client needs and circumstances.
  • Educate clients on budgeting, debt management, savings strategies, and related topics.
• Financial
  
  Education:
  
  
  • Deliver comprehensive financial education covering budgeting, credit management, and home ownership topics.
  • Assist clients in understanding financial implications of home ownership and making informed decisions.
  • Offer virtual and in‑person workshops as requested.
• Client Relationship Management:
  • Enroll clients into the client management system and encourage participation through our website.
  • Establish and maintain strong relationships with clients, fostering trust and open communication.
  • Schedule regular one‑on‑one sessions via Zoom, phone, or in‑person appointments.
  • Monitor client progress toward financial goals using Dynamics CRM.
• Resource Referral:
  • Connect clients with additional resources, services, and support networks through Operation HOPE and community partners.
  • Stay updated on financial assistance programs, grants, and community resources that may benefit clients.
  • Build alliances with community partners to expand referral networks.
  • Promote Operation HOPE solutions via appropriate social media channels.
• Documentation and Reporting:
  • Maintain accurate client activity records in line with HUD guidelines.
  • Ensure all data entered into Dynamics CRM is captured daily.
  • Report client updates in a timely manner to keep data fresh and accurate.
• Service Spanish‑Speaking Clients:
  • Fluency in English and Spanish, communicating with the Hispanic and Latino community.
  • Excellent written and verbal communication skills in both languages.
• Communication & Cultural Sensitivity:
  • Demonstrate networking skills with clarity and cultural sensitivity to ensure consistent messaging for Spanish‑speaking stakeholders.

• Bachelor’s degree in Finance, Housing, Counseling, or related discipline; or comparable 2+ years of related work experience.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Proficiency in MS Word, Excel, and PowerPoint.
• Current HUD certification or ability to pass the HUD Certified Counselor exam within 90 days.
• Previous experience in home ownership counseling or related roles.
• Presentation skills for conducting group and individual sessions.
• Empathetic, patient approach with individuals from diverse backgrounds.
• High‑energy professionalism with confidence, accountability, and integrity.
• Strong verbal and written communication skills for presentations and meetings.
• Ability to empathize with clients and provide culturally competent guidance.
• Good listener and self‑starter with minimal hands‑on direction.
• Multitasking ability to manage several projects and relationships simultaneously.
• Ability to meet monthly and annual production goals.
• Ability to meet tight deadlines and manage time effectively.
• Personal transportation for travel within the designated market area.
• Commitment to ongoing HUD training as directed.

• Experience using Customer Relationship Management programs.
• Experience in loan packaging.
• Experience in sales or community outreach activities.
• Public speaking skills in both English and Spanish.

Operation HOPE is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.