Financial Wellbeing Coach, Homeownership

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Full Time Professional Decatur, GA, US

3 days ago Requisition

Salary: $58,656.00 Annually

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, and experienced Home ownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach in this role, you will focus on providing personalized guidance and support to individuals navigating the home ownership process, with a specific emphasis on ensuring data entry and required documents follow the guidelines set by the U.S. Department of Housing and Urban Development (HUD).

Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals.

• 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 opportunities, and home ownership 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 home ownership topics
• Assist clients in understanding the financial implications of home ownership 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.
• Client Relationship Management:
  • Enroll clients into client management system and encourage them to do so through our website.
  • Establish and maintain strong relationships with clients, fostering trust and open communication.
  • Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
  • Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
• Resource Referral:
  • Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
  • Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
  • Build alliances with community partners to pass along to their clientele.

• 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.

• Previous experience in financial coaching, counseling, or related roles.
• Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills.
• Empathetic and patient approach in working with individuals from diverse backgrounds.
• Promote Operation HOPE, Inc. solutions via social…