Bilingual (Spanish) Housing Counselor - Hybrid Remote

Full Job Description

BALANCE is seeking a HYBRID (On Site and Work from home Combination) Housing Counselor in San Francisco.

Our Housing Counselor provides accurate, relevant, and helpful information to assist clients and potential clients in developing solutions regarding housing, down-payment assistance, money management, debt management and credit related issues via in-person, telephone, or virtual consultation.

This position provides counseling and education primarily to clients in San Francisco, possibly across the country when needed.

To perform this job successfully, an individual must be able to perform each of the essential duties listed below. This is a hybrid role requiring a combination between onsite work at one of our San Francisco Locations and work from home. This role, dependent on the funder, may require a shift to permanent in-person in the future.

• Assists clients in developing specific strategies towards achieving home ownership, lending process, affordability, down-payment assistance programs, fair housing and how to create and maintain overall financial and home ownership stability in the future.
• Housing application assistance
• Produces a written action plan that supports the counselor's conclusion as to the course of action that promotes the client's best interests or the client's choice of action and motivates the client to implement it.
• Prepares mailing of preliminary paperwork to clients in a timely manner.
• Conduct housing education workshops
• Ensure compliance with the current housing regulations.
• Counsels proficiently in any of the following programs, as defined by management:
• Pre-purchase Counseling
• Rental Counseling and application assistance
• Default Counseling, if applicable
• Post-purchase, if applicable

• Assists clients in developing specific strategies to resolve past and present financial concerns, establish and achieve financial goals, and create and maintain overall financial stability in the future.
• Provides general information to clients about bankruptcy, collections, court judgments, credit issues, credit reports, housing issues, consumer protection laws, student loans, wage attachments, financial planning to clients.
• Confers with clients to ascertain available monthly income after living expenses to meet credit obligations.
• Explains credit report ratings and protections laws to clients and provides answers to client's questions.

• Promptly answers incoming calls from clients and determines nature of problem or question to establish course of action to address problem or question.
• Schedules appointments for clients, confirms daily appointments, and reschedules appointments as necessary and performs regular follow ups.
• Performs elements of ongoing casework as needed to provide service and problem-solving assistance for client inquiries and account management.
• Reporting and documenting session information, activities, and outcomes.

Other duties as may be assigned.

• Familiarity with city, state, and federal housing programs.
• Self-motivated with a strong commitment to assisting families and individuals towards self-sufficiency.
• Analytical
  - Collects and researches data;
  Uses intuition and experience to complement data.
• Problem Solving
  - Gathers and analyzes information skillfully;
  Uses reason even when dealing with emotional topics.
• Technical Skills
  - Assesses own strengths and weaknesses;
  Pursues training and development opportunities;
  Strives to continuously build knowledge and skills;
  Shares expertise with others.
• Customer Service
  - Manages difficult or emotional customer situations;
  Responds promptly to customer needs;
  Responds to requests for service and assistance;
  Meets commitments.
• Interpersonal Skills
  - Demonstrates empathy, focuses on solving conflict, not blaming or shaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control.
• Oral Communication
  - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
• Written Communication
  - Writes clearly and…