Financial Wellbeing Coach, Homeownership

Operation HOPE

Financial Wellbeing Coach at Operation HOPE focusing on homeownership support and guidance. Conducting counseling sessions and educating clients about financial health and HUD programs.

Posted 7/7/2026full-timeRockaway • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $59,000 - $63,000 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 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.
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

Comp & perks

Health insurance
Retirement plans
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

BudgetingDebt ManagementSavings StrategiesMS WordMS ExcelMS PowerPointDynamics CRMClient Management SystemHomeownership EducationFHA Loans

Soft Skills

Strong Communication SkillsGood ListenerSelf-StarterMultitaskingProfessionalism

Certifications

HUD Certification