Operation HOPE

Financial Wellbeing Coach, Homeownership

Operation HOPE

full-time

Posted on:

Location Type: Office

Location: Memphis • Tennessee • United States

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Salary

💰 $57,000 - $58,656 per year

About the role

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

Requirements

  • Bachelor’s degree in finance, Housing, Counseling, or a related field, however, will consider comparable 2+ years of work experience in a related field.
  • Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
  • Currently HUD certified, or must pass the HUD Certified Counselor exam within first 90 days.
  • Previous experience in homeownership counseling or related roles.
  • Presentation skills - the right candidate must have the ability to conduct group and individual recruitment and training sessions.
  • Strong communication skills both verbally and in writing to conduct presentations and meetings.
  • Excellent communication and interpersonal skills.
  • Ability to empathize with clients and provide culturally competent guidance.
  • Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction.
  • Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously.
  • This job requires personal transportation for travel within the designated market area.
  • Commitment to ongoing HUD training as directed.
Benefits
  • Health insurance
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial educationbudgetingdebt managementsavings strategiescredit managementhomeownership counselingclient managementpresentation skillsMicrosoft WordMicrosoft Excel
Soft Skills
communication skillsinterpersonal skillsempathylistening skillsself-startermultitaskingrelationship managementtrust buildingcultural competenceorganizational skills
Certifications
HUD Certified Counselor