Operation HOPE

Financial Planning and Analysis

• Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
• Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics.
• Assist clients in understanding the financial implications of homeownership and making informed decisions.
• Build productive relationships with Bank Partners and community organizations for shared client referrals.
• Offer both virtual and in-person workshops as requested.
• Enroll clients into client management system and encourage them to do so through our website.
• Establish and maintain strong relationships with clients, fostering trust and open communication.
• Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
• Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
• Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
• Build alliances with community partners to pass along to their clientele.
• Maintain accurate and detailed records of client activities, using HUD guidelines.
• Ensure all data entered has been captured daily in our CRM system, Dynamics.
• Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate.

Bilingual Homeownership Financial Wellbeing Consultant

• Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
• Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics.
• Assist clients in understanding the financial implications of homeownership and making informed decisions.
• Build productive relationships with Bank Partners and community organizations for shared client referrals.
• Offer both virtual and in-person workshops as requested.
• Enroll clients into the client management system and encourage them to do so through our website.
• Establish and maintain strong relationships with clients, fostering trust and open communication.
• Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
• Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
• Maintain accurate and detailed records of client activities, using HUD guidelines.
• Ensure all data entered has been captured daily in our CRM system, Dynamics.
• Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate.

Financial Wellbeing Coach – Homeownership

• Individual Coaching: Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives. Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
• Training and Workshops: Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship. Answer client’s questions about the purpose and details of financial plans and strategies. Deliver engaging content on topics such as business planning, financial management and marketing. Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
• Resource Connection: Connect clients with relevant resources, networks, and support services. Stay informed about government programs, grants, and other opportunities available to clients. Collaborate with community partners to enhance the support system for entrepreneurs.
• Monitoring and Evaluations: Track the progress of small businesses through coaching sessions and regular assessments. Evaluate the impacts and outcomes of clients during the coaching program. How many graduated from the program, how many small businesses were created, and other data as requested. Provide feedback to clients and adjust coaching plans as needed.
• Networking and Community Engagement: Build and maintain relationships with local businesses, chambers of commerce, and community organizations. Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.

Bilingual Financial Wellbeing Specialist

• Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives.
• Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Workshop Facilitation: Establish and maintain relationships with local strategic alliance partners.
• Deliver group workshops and seminars on various financial literacy topics within the community.
• Client Relationship Management: Establish and maintain strong relationships with clients.
• Connect clients with relevant resources, services, and financial products.

Bilingual Homeownership Financial Wellbeing Consultant

Financial Wellbeing Coach – Homeownership

Bilingual Financial Wellbeing Specialist

Financial Wellbeing Coach, Credit