Financial Empowerment Housing Counselor I

Website San Francisco Housing Development Corporation

OVERVIEW OF RESPONSIBILITIES:

SFHDC’s Financial Housing Counselor provides comprehensive individual counseling services to renters, prospective homebuyers, and existing homeowners. These sessions may cover a broad array of areas related to the skills, knowledge, and confidence necessary to secure and maintain affordable housing, build financial capabilities, and buy, repair, maintain and keep a home. The Counselor’s main responsibility is to assess the Customer’s Mission, Vision, & Core Values, their immediate and longer-term financial goals, as well as both the internal and external obstacles faced by the customer in the pursuit of their financial goals, and then to assist them to develop and apply a corrective action plan which can function as the customer’s “roadmap to success.” The Counselor’s role is one of educator and coach: by utilizing tools relating to budgeting, debt reduction, credit re‐building, and consumer awareness, the Counselor helps facilitate the Customer’s progress towards their goals. The Customer’s role is to take the necessary action steps identified together by the Counselor and the Customer to accomplish the desired result.

The Financial Housing Counselor is also responsible for planning and facilitating motivating, educational workshops on a variety of topics including rental readiness, homebuyer education, credit building & repair, and basic financial planning and money management.

Workshops & Individual Counseling are currently offered virtually via Zoom and GoToWebinar.

The Financial Housing Counselor also assists the FEC Director to develop systems to measure and track the success of our education, counseling & coaching services.

Our Bi‐lingual Financial Housing Counselor is also responsible for reaching out to SF’s monolingual and bi‐lingual populations, especially in the Bayview Hunters Point and elsewhere in Supervisory District 10, as well as in the Western Addition and Sunnyvale.

ESSENTIAL FUNCTIONS:

  • Determines services and assistance needed by the client through individual counseling;
  • Determines client eligibility for specific programs;
  • Assists client to develop goals and objectives;
  • Create case files and monitor client progress
  • Develops and maintains a network of referral agencies;
  • Able to meet aggressive program and funders’ goals;
  • Provides information on housing programs to clients, other service providers, and the general public;
  • Conducts group workshops and training on homeownership, rental readiness, budgeting, credit repair, and financial management
  • Develops and maintain effective partnerships with Realtors, lenders, and developers
  • Creates and maintains necessary files, documentation, and databases;
  • Develop analytics to support program planning and development;
  • Develops outreach activities to inform the public about the program;
  • Represents SFHDC in various community forums
  • Ready, willing & able to serve as a member of a highly functioning team
  • Capable of managing time effectively and working independently
  • Performs other duties as required

KNOWLEDGE, SKILLS, AND ABILITIES:

Must possess a minimum of 2+ years’ experience and working knowledge in at least one of the following areas:

  • The techniques, principles, and practices of
    • Rental counseling
    • Pre‐purchase housing counseling
    • Post-purchase housing counseling
    • Mortgage default housing counseling
  • Pre and post-purchase education techniques, practices, and principals;
  • Federal, state, and local housing programs & regulations;
  • Activities and services of local and regional human service agencies.

In addition, must be able to demonstrate skills in generating and maintaining statistical information, quantitative and financial analysis, preparing technical reports, use of a personal computer and related software. The successful candidate will be able to convey complex information on an individual or group basis, to clients, other human services agencies, and the general public, communicate effectively orally and in writing, able to assess client needs, and able to work with detailed information with a high degree of accuracy.

Must be able to plan and organize work, and establish working relationships with clients, civic and community organizations, and other human service agencies and co‐workers.

Must possess exceptional communication skills – writing and speaking, possess strong interpersonal skills, and enjoy working with people.

Must be willing to adopt and adhere to the National Industry Standards for Housing Counseling & Education

SALARY AND BENEFITS: 

Salary will be commensurate with experience. SFHDC offers a benefits package that includes up to 100% employer‐covered health insurance for the employee, 13 paid holidays, flex time, paid sick leave, and vacation time. We support and pay for ongoing continuing education and professional development.

PHYSICAL CONDITIONS AND NATURE OF WORK CONTACTS:

Currently, most staff is working remotely. Upon resumption of full in-person activities, this will be a hybrid remote/in‐office position. When at the office and/or in a classroom setting. Involves frequent walking or standing, as well as frequent contact with clients, outside agencies, private housing providers, financial institutions, Realtors, and the general public.

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

NOTICE: 

This description is to be used as a guide only. It does not constitute a contract, commitment, or promise of any kind. SFHDC reserves the right to change, add, delete, upgrade or downgrade the position as dictated by business necessity at any time with or without notice.

SFHDC does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. SFHDC will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need reasonable accommodation in order to apply for a job, please let us know. If the reason you need accommodation is not obvious, we may ask for documentation confirming your functional limitations.

HUD Certification preferred

To apply for this job please visit sfhdc.org.

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