Financial Wellbeing Coach, Homeownership

Website Operation HOPE


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.  


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 


  • 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


  • Experience in loan packaging and counseling is preferred 
  • Experience in outside sales and outreach preferred 
HUD Certification required

To apply for this job please visit

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