Financial Wellbeing Coach – Homeownership

Operation HOPE

Financial Wellbeing Coach assisting clients in the homeownership process. Focusing on personalized guidance and financial education for sustainable homeownership.

Posted 7/24/2026full-timeSpringfield • Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $62,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in homeownership counseling, financial education, and client relationship management, with a strong focus on HUD programs and personalized client support. Proficient in utilizing client management systems and maintaining accurate records while fostering trust and communication with clients.

Highest-signal resume keywords

HUD Certified CounselorHomeownership CounselingFinancial EducationClient Relationship ManagementProficiency in MS Word, Excel, and PowerPoint

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Homeownership CounselingFinancial EducationBudgetingCredit ManagementClient Management SystemRecord KeepingAction Plan DevelopmentProduction Goal AchievementPresentation SkillsClient Progress Monitoring

Soft Skills

Relationship BuildingTrust FosteringOpen CommunicationIndividual and Group Training

Tools & Technologies

DynamicsClient Relationship Management SoftwareZoom

Certifications & Qualifications

HUD Certification

Industry Keywords

FHA LoansDown Payment AssistanceHomeownership EducationCommunity OrganizationsClient Referrals

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.
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.

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.
Ability to meet monthly and annual production goals.
This job requires personal transportation for travel within the designated market area.

Benefits

Comp & perks

Health insurance
Professional development opportunities