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.
• 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.
• 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.
• Maintain accurate and detailed records of client activities, using HUD guidelines.

Financial Wellbeing Coach – Homeownership

• Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals.
• As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all.
• 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, including other local non-profit and for-profit businesses. Deliver group workshops and seminars, on various financial literacy topics, within the community. Build productive relationships with Bank Partners for shared Client relationships. Offer both virtual and in-person workshops as requested.
• Client Relationship Management: Establish and maintain strong relationships with clients, fostering trust and open communication. Encourage clients to enroll through the client portal, available on our website. Coach client via Zoom, phone and in-person appointments. Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
• Resource Referral and Community Engagement: Connect clients with relevant resources, services, and financial products that align with their goals. Attend community and networking events. Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
• Documentation and Reporting: Maintain accurate and detailed records of client activities, impact, and success stories. Ensure all data entered has been captured in our CRM system, Dynamics.
• Service Spanish Speaking Clients: Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community. Excellent written and verbal communication skills both and English and Spanish. Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.

Bilingual Credit Financial Wellbeing Coach

• Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
• Deliver group workshops and seminars on various financial literacy topics within the community.
• Build productive relationships with Bank Partners for shared Client relationships.
• Encourage clients to enroll through the client portal, available on our website.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
• Connect clients with relevant resources, services, and financial products that align with their goals.
• Maintain accurate and detailed records of client activities, impact, and success stories.

Financial Wellbeing Coach, Credit

• 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.
• 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

• 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. These sessions are offered in-person, by video conference, or over the phone.
• 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, including other local non-profit and for-profit businesses.
• Deliver group workshops and seminars, on various financial literacy topics, within the community.
• Build productive relationships with Bank Partners for shared Client relationships.
• Offer both virtual and in-person workshops as requested.
• Client Relationship Management: Establish and maintain strong relationships with clients, fostering trust and open communication.
• Encourage clients to enroll through the client portal, available on our website.
• Coach client via Zoom, phone and in-person appointments.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
• Resource Referral and Community Engagement: Connect clients with relevant resources, services, and financial products that align with their goals.
• Attend community and networking events.
• Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
• Documentation and Reporting: Maintain accurate and detailed records of client activities, impact, and success stories.
• Ensure all data entered has been captured in our CRM system, Dynamics.