Financial Wellbeing Coach, Homeownership

Operation Hope•Dallas, TX

1d•$0 - $60,000

About The Position

Operation HOPE is seeking a Financial Wellbeing Coach focused on homeownership to provide personalized guidance and support to individuals navigating the homeownership process. The role emphasizes compliance with U.S. Department of Housing and Urban Development (HUD) guidelines for data entry and required documentation. The coach helps clients build knowledge and confidence, make informed financial decisions, address financial challenges, and work toward financial goals. The position provides one-on-one counseling and financial education, develops individualized action plans, and connects clients with relevant programs, services, and community resources. It also involves workshops, maintaining client relationships and progress records in Dynamics, building referral relationships with banks and community organizations, and meeting production goals. The role requires personal transportation for travel within the designated market area and commitment to ongoing HUD training.

Requirements

Bachelor’s degree in finance, housing, counseling, or a related field, or comparable work experience of 2+ years in a related field.
Currently HUD certified or able to pass the HUD Certified Counselor exam within the first 90 days.
Previous experience in financial coaching, counseling, homeownership counseling, or a related role.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Ability to conduct group and individual recruitment, training, and presentation sessions.
Strong verbal and written communication and interpersonal skills.
Ability to empathize with clients and provide culturally competent guidance.
Patient and empathetic approach when working with individuals from diverse backgrounds.
Strategic thinking skills and the ability to plan and execute tactical strategies aligned with company objectives.
Ability to work with minimal hands-on direction; good listening skills and self-starter qualities.
Ability to initiate, manage, and maintain multiple projects and program relationships simultaneously.
Personal transportation for travel within the designated market area.
Commitment to ongoing HUD training as directed.
High-energy, confident, accountable, and professional approach, with personal integrity, resilience, and respect for others.

Nice To Haves

Experience using customer relationship management programs.
Experience in loan packaging.
Experience in sales or community outreach activities.

Responsibilities

Conduct one-on-one counseling sessions for clients seeking homeownership assistance.
Provide guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
Develop personalized action plans based on clients’ needs and circumstances.
Educate clients on budgeting, debt management, savings strategies, credit management, and homeownership topics.
Help clients understand the financial implications of homeownership and make informed decisions.
Build productive relationships with bank partners and community organizations for 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.
Establish and maintain strong client relationships, fostering trust and open communication.
Schedule regular one-on-one sessions by Zoom, phone, and in-person appointments.
Monitor clients’ progress toward financial goals using Dynamics.
Connect clients with resources, services, and support networks through Operation HOPE and community partners.
Stay informed about financial assistance programs, grants, and other community resources.
Build alliances with community partners to refer resources to their clientele.
Maintain accurate and detailed records of client activities in accordance with HUD guidelines.
Ensure data is entered daily in Dynamics and report client updates promptly to keep records current and accurate.
Promote Operation HOPE solutions through social media.
Meet monthly and annual production goals and manage deadlines and time effectively.