Financial Wellbeing Coach, Homeownership

Website Operation HOPE

DEPARTMENT: HOPE Inside-Adult 

ACCOUNTABILITY: Reports to a Director of Program Operations

For over thirty years Operation HOPE has been dedicated to empowering underserved communities through financial literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity. 

JOB SUMMARY

Provide one-on-one counseling and group education on the home buying process and assist individuals to improve their financial profile in order to qualify for a mortgage loan. Identify, recruit, educate, counsel potential and existing homeowners. 

DUTIES AND RESPONSIBILITIES 

Primary duties and responsibilities include but are not limited to the following:  

Coordinate and conduct home buyer workshops and classes 
Enroll and counsel potential homeowners in the Case Management counseling program
Provide homeownership counseling by providing one-on-one credit, debt and savings counseling to individuals for the purpose of qualifying for a home loan
Conduct follow up appointments to successfully assist individuals in completing the program
Input, track, and update clients in Client Management System
Maintain program client files  
Prepare credit bureau dispute letters and settlement letters for program clients (when applicable)   
Provide down payment assistance counseling for homeownership counseling participants (when applicable)  
Enroll, track the progress, and follow-up with program clients and clients participating in the HOPE Fund Matching Grant (when applicable) 
Community outreach and business development  
Recruit for and promote HOPE programs and services  
Maintain a neat clean work area  
Establish referral relationships and additional
 funding opportunities  
Ensure that all program goals, standards and policies are met  
Complete production and activity reports  
Meet production goals  
Facilitate the lending process  
Facilitate realtor and lender partner relationships  
Ability to articulate the mission, objectives and programs of the organization  
Perform all other miscellaneous responsibilities and duties as assigned  

REQUIRED SKILLS AND EDUCATION

Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry 
HUD Certified or must become HUD certified within 90 days of employment
Housing counseling, financial planning and credit counseling experience 
Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives 
Must be savvy at internal and external communication techniques and messages 
Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients. 
Strong presentation skills with the ability to conduct group and individual recruitment and training sessions for volunteers and schools 
Highly experienced Financial Coach with outstanding people skills and ability to quickly form meaningful working partnerships 
Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction 
Strong communication skills both verbally and in writing to conduct presentations and meetings 
Expertise to effectively develop and influence others  
Experience managing a volunteer program with recruiting and training 
Multitask oriented with the ability to initiate, manage and maintain several projects and program relationships simultaneously 
Basic computer literacy a must: minimum proficiency in MS Word, Excel and PowerPoint   
Professional demeanor and attire will be required in this position 
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others 
Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services and platforms 
This job requires personal transportation that will allow travel within the designated market area 
Requires an average of 50% local business travel

PREFERRED SKILLS 

Experience in loan packaging and counseling is preferred 
Experience in outside sales and outreach preferred 

EEO STATEMENT 

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.  

HUD Certification required

To apply for this job please visit operationhope.org.

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