Financial Fitness Coordinator

Brazos Valley Council of Governments • Bryan, TX

7d • $21 - $23 • Onsite

About The Position

The Financial Fitness Coordinator provides one-on-one financial coaching, group education, and formal financial courses to Family Self-Sufficiency (FSS) participants and other eligible clients. This role helps clients build long-term financial stability by assessing current financial conditions, developing personalized SMART goals, and providing accountability, education, and support. The coordinator also works directly with clients who have accumulated FSS escrow to prepare them for successful transition into the Housing Homeownership Program. All services are provided within the scope of financial coaching, not licensed financial advice.

Requirements

• Associate’s degree preferred; bachelor’s degree in finance, social work, education, or related field desired.
• At least one (1) year of experience in financial coaching, credit counseling, social services, case management, or adult education.
• Experience teaching adult learners or facilitating financial education courses preferred.
• Knowledge of homebuyer education and mortgage readiness requirements preferred.
• Certification as an Accredited Financial Counselor (AFC), Financial Fitness Coach, HUD Housing Counselor, or similar credential preferred or willingness to obtain within 12 months of hire.
• Bilingual speaker and writer in English and Spanish preferred.
• Must have successfully completed and passed the Ethics for Housing Professionals course by NAHRO or another nationally recognized approved trainer within 18 months of assuming position.
• Must have successfully completed and passed a Fair Housing and Reasonable Accommodation course by NAHRO or another nationally recognized approved trainer within 18 months of assuming position.
• Must complete a minimum of 24 hours of professional development training each year as part of this position.
• Valid Texas driver's license at the time of placement and reliable transportation.
• Must have the ability to earn certifications as required by assigned tasks.
• Ability to work independently and to assume responsibility for completion of complex workload without close supervision.
• Solid understanding of personal finance principles including budgeting, saving, credit management, debt reduction, cash flow analysis, and homeownership readiness.
• Strong ability to empathize, listen actively, and motivate clients toward positive behavior change in a non-judgmental environment.
• Skilled in designing and delivering financial education courses to adult learners in individual and group settings.
• Effective verbal and written communication, including the ability to explain complex financial topics in simple, actionable terms.
• Capacity to evaluate financial data, create budgets, assess mortgage readiness, and generate actionable reports using spreadsheets or financial software.
• Demonstrated organizational skills with the ability to maintain accurate case documentation, track program participation, and prepare timely reports for BVCOG.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and experience using database systems for data entry, tracking, and reporting.
• Skilled in assessing and prioritizing multiple tasks, projects, and demands with excellent problem-solving and organizational skills while meeting established deadlines.
• Ability to work with diverse populations and apply sound decision-making and conflict resolution skills in individual and group settings.
• Ability to consistently project a professional image when representing the program to participants, partners, and the community.
• Ability to work effectively in a fast-paced environment while maintaining attention to detail and program compliance.
• Ability to maintain strict confidentiality, build trust, and operate within the defined scope of coaching without providing licensed financial advice.
• Builds safe, respectful, trust-based relationships that encourage client disclosure and long-term engagement.

Nice To Haves

• Bachelor's degree in finance, social work, education, or related field.
• Experience teaching adult learners or facilitating financial education courses.
• Knowledge of homebuyer education and mortgage readiness requirements.
• Certification as an Accredited Financial Counselor (AFC), Financial Fitness Coach, HUD Housing Counselor, or similar credential.
• Willingness to obtain required certifications within 12 months of hire.
• Bilingual speaker and writer in English and Spanish.

Responsibilities

• Conduct comprehensive reviews of client financial situations including income, expenses, assets, debt, and credit.
• Develop personalized, SMART (Specific, Measurable, Attainable, Realistic, Time-bound) financial goals with clients aligned with their FSS Individual Training and Services Plan (ITSP).
• Assist clients in creating realistic budgets, tracking cash flow, and identifying opportunities to reduce spending and increase savings.
• Design and teach formal financial education courses for FSS participants on topics including budgeting, credit building, banking, debt management, and preparing for homeownership.
• Deliver financial literacy concepts through one-on-one sessions, workshops, webinars, and peer groups.
• Provide resources and guidance on credit building, debt management, savings strategies, and effective budgeting.
• Help clients identify and overcome emotional triggers or behaviors that lead to poor financial decisions, focusing on action-based transformation.
• Work directly with FSS clients who have accumulated escrow funds to assess readiness for the Housing Homeownership Program.
• Provide targeted coaching on mortgage readiness including credit score requirements, debt-to-income ratios, down payment/closing cost planning, and escrow utilization.
• Coordinate with the FSS case manager to ensure clients meet Homeownership Program qualifications and complete required pre-purchase education.
• Maintain regular touchpoints with clients, often weekly or bi-weekly, to monitor progress and adjust plans as circumstances change.
• Track client milestones, celebrate “small wins,” and provide motivation to sustain positive behavior change.
• Document all client interactions, goals, and progress in program databases with timely, accurate case notes.
• Guide clients in creating debt repayment plans and understanding credit reports and scores.
• Provide coaching on credit report review, responsible credit use, and developing sustainable debt reduction plans that support clients’ FSS and homeownership goals.
• Refer clients to appropriate community resources for credit counseling, legal aid, or benefits assistance when needs exceed coaching scope.
• Coordinate closely with FSS case managers and the GED Coordinator to ensure integrated service delivery for shared clients.
• Participate in peer group meetings, community events, and outreach activities to promote financial fitness services.
• Maintain strict confidentiality and adhere to ethical standards; provide coaching only and do not offer licensed investment, tax, or legal advice.
• Prepare data for monthly, quarterly, and annual reports on client outcomes, workshop participation, and homeownership pipeline progress.
• Attend required training, staff development sessions, and meetings to enhance job performance.
• Ensure effective communication and coordination with stakeholders, including property landlords, service providers, and public agencies.
• Maintain confidentiality and adhere to BVCOG privacy laws and regulations.
• Perform other related functions as assigned to support the mission and goals of the FSS program.

Benefits

• The job description mentions that BVCOG will make reasonable accommodation to the known disability of a qualified applicant or employee to enable people with disabilities to enjoy equal employment opportunities, if it would not impose an "undue hardship" on the operation of the employer's business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree