Financial Wellbeing Coach – Homeownership

Operation HOPE

Homeownership Coach focusing on personalized guidance in financial wellbeing at Operation HOPE. Helping clients navigate homeownership processes and achieve their financial goals.

Posted 5/20/2026full-timeSavannah • 🇺🇸 United StatesJuniorMid-Level💰 $58,656 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others.
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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Operation HOPE Website LinkedIn All Job Openings 201 - 500 employees Founded 1992 🤲 Charity 📚 Education 💸 Finance 💰 $450k Grant - Operation HOPE on 2025-04 Charity
Education
Finance Operation HOPE is a nonprofit organization that advances economic opportunity and financial dignity for underserved individuals and communities through financial education, one-on-one coaching, and access to tools for credit improvement, homeownership, and small business development. It runs community- and workplace-based programs—including disaster recovery and youth initiatives—offers certified training and counseling at no cost, and leads national partnerships and initiatives on financial and AI/crypto literacy. Operation HOPE also engages volunteers, donors, and corporate partners to scale impact and policy advocacy. Financial Wellbeing Coach – Homeownership 🔥 1 hour ago 🏢 Savannah – Onsite 💵 $58.7k - $60k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 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.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others.
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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Financial Solutions Advisor 🕒 May 8 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Financial Solutions Advisor at Bank of America providing advice and customized solutions to clients. Helping clients achieve their financial goals with investment strategies and financial planning. 🏢 Savannah – Onsite ⏰ Full Time 🟢 Junior 💸 Financial Planning and Analysis (FP&A) 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Financial Solutions Advisor 🕒 May 8 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Financial Solutions Advisor providing tailored financial guidance to clients at Bank of America. Engaging with clients to achieve their financial goals through customized solutions and strategies. 🏢 Savannah – Onsite ⏰ Full Time 🟢 Junior 💸 Financial Planning and Analysis (FP&A) 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Financial Advisor 🕒 March 26 United Community Bank 51 - 200 🏦 Banking 💸 Finance Website LinkedIn All Job Openings Financial Advisor providing comprehensive financial planning and investment management services. Helping clients in achieving their financial dreams through expert guidance and portfolio management. 🏢 Savannah – Onsite ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

budgetingdebt managementsavings strategiescredit managementhomeownership educationclient managementfinancial educationpresentation skillshomeownership counselingdata entry

Soft Skills

communication skillsinterpersonal skillsempathylistening skillsself-startermultitaskingconfidenceaccountabilityprofessionalismresilience

Certifications

HUD Certified Counselor