Bilingual Homeownership Financial Wellbeing C

Operation Hope•Boston, MA

1d•$63,000 - $65,000

About The Position

Operation HOPE is seeking a passionate and experienced Homeownership Coach to provide personalized guidance and support to people navigating the homeownership process. The role emphasizes ensuring data entry and required documentation comply with U.S. Department of Housing and Urban Development (HUD) guidelines. The coach helps clients build knowledge and confidence, make informed financial decisions, address financial challenges, and work toward their financial goals. The position serves English- and Spanish-speaking clients and engages the Hispanic and Latino community through clear, culturally sensitive communication. It is part of the HOPE Program Operations department and reports to the Director of Operations.

Requirements

Bachelor’s degree in Finance, Housing, Counseling, or a related discipline, or comparable experience of at least two years in a related field.
Fluency in English and Spanish, with strong written and verbal communication skills in both languages.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Currently HUD certified or able to pass the HUD Certified Counselor exam within the first 90 days.
Previous experience in homeownership counseling or a related role.
Ability to conduct group and individual recruitment, training sessions, presentations, and meetings.
Empathetic, patient, and culturally competent approach to working with people from diverse backgrounds.
Professionalism, confidence, accountability, personal integrity, resilience, and respect for others.
Good listening skills, initiative, and ability to work with minimal hands-on direction.
Ability to manage multiple projects and program relationships simultaneously, meet production goals and tight deadlines, and manage time effectively.
Personal transportation for travel within the designated market area.
Commitment to ongoing HUD training as directed.

Nice To Haves

Experience using customer relationship management programs.
Experience in loan packaging.
Experience in sales or community outreach activities.
Public speaking skills in both English and Spanish.

Responsibilities

Conduct one-on-one counseling sessions for clients seeking homeownership assistance.
Explain HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
Develop personalized action plans and educate clients on budgeting, debt management, savings strategies, and related topics.
Deliver financial education on budgeting, credit management, and homeownership, and help clients understand the financial implications of buying a home.
Build relationships with bank partners and community organizations to support shared client referrals.
Offer virtual and in-person workshops as requested.
Enroll clients in the client management system and encourage enrollment through the organization’s website.
Build and maintain client relationships, schedule regular one-on-one sessions by Zoom, phone, or in person, and monitor clients’ progress toward their financial goals using Dynamics.
Connect clients with resources, services, and support networks through Operation HOPE and community partners; stay current on assistance programs, grants, and other community resources.
Build alliances with community partners and promote Operation HOPE solutions through appropriate social media.
Maintain accurate, detailed client records in accordance with HUD guidelines and ensure data and client updates are entered into Dynamics daily and promptly.
Serve Spanish-speaking clients and communicate with Spanish-speaking stakeholders accurately, clearly, and with cultural sensitivity.
Meet monthly and annual production goals, manage deadlines and multiple projects or program relationships, and participate in ongoing HUD training as directed.