Financial Wellbeing Coach, Homeownership

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 homebuyer 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 the 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 of work experience in the financial industry 
• HUD certification or 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 the 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 in effectively developing and influencing 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