Dedicated Volunteer Financial Success Coach

Habitat for Humanity Tampa Bay Gulfside • Clearwater, FL

3d

About The Position

The Financial Success Coach is a dedicated volunteer who provides individualized support, education, and accountability to homeowner candidates experiencing financial challenges on their path to homeownership. Working alongside Homeowner Services staff, the coach helps candidates strengthen financial habits, establish goals, maintain household budgets, follow approved financial action plans, and connect with appropriate resources. The position is part-time at 20 hours per week, with a flexible schedule based on candidate and program needs, and is based at headquarters in Pinellas.

This is a coaching and support role. It does not include underwriting, program eligibility decisions, lending decisions, or professional financial or housing counseling. The role has no supervisory responsibilities and requires strict confidentiality, professional boundaries, fair and respectful treatment, and completion of required Habitat screening and training.

Requirements

• Familiarity with household budgeting, savings, credit, and financial goal setting.
• Strong interpersonal, communication, coaching, and active-listening skills.
• Ability to discuss financial challenges respectfully and without judgment.
• Strong organization, documentation, and follow-up skills.
• Ability to maintain confidentiality and clear professional boundaries.
• Commitment to fair, consistent, and equitable treatment of all homeowner candidates.
• Completion of required Habitat screening and training, including Fair Housing, Equal Credit Opportunity, confidentiality, financial coaching, data security, and referral procedures.

Nice To Haves

• Experience in financial services, housing, coaching, social services, education, or community development.
• Experience working with low- and moderate-income households.

Responsibilities

• Meet individually with assigned homeowner candidates to identify financial goals, barriers, and next steps.
• Help candidates develop and maintain realistic household budgets using Habitat-approved tools and materials.
• Coach candidates on savings, spending, bill payment, financial organization, and other healthy financial habits.
• Establish achievable goals and provide ongoing accountability, encouragement, and follow-up.
• Help candidates understand and follow financial action plans developed through the Habitat program.
• Connect candidates with Habitat-approved education, community resources, and qualified professionals when needed.
• Document coaching activities, goals, progress, and referrals using Habitat-approved systems.
• Coordinate with Homeowner Services staff when additional assistance, review, or intervention is needed.
• Maintain strict confidentiality of candidate financial and personal information.

What This Job Offers

• Job Type: Part-time
• Education Level: No Education Listed