Housing and Financial Counselor

Benjamin Rose•Cleveland, OH

51d•Onsite

About The Position

Position Summary: Conducts Financial Capabilities Workshops, assesses individuals’ and families’ financial capabilities and provides coaching and counseling for a variety of programs designed to develop economic empowerment and community stabilization. Essential Duties and Responsibilities The following description is a general representation of the key duties and responsibilities of the position. Presents and conducts Benjamin Rose Financial Capabilities Workshops, including the Senior Financial Education Workshop (SFEW) series. Counsels and coaches individuals and families to help them understand and improve credit, establish a budget, reduce debt and create an action plan that will help achieve, maintain and improve economic stability. Assesses, evaluates and recommends low-to-moderate income individuals and families to qualified benefits and entitlement programs to help ensure economic stability and basic needs. Inputs client information in Client Resource Management Systems (CRMs) in a timely fashion. Speaks and presents at community outreach events, seminars, and meetings to promote housing and financial wellness programs and services. Provides regular and timely updates to clients on program requirements and goal progress. Assists supervisor on special projects, data reporting and process and program implementation. Mediates workout options between homeowners and the servicer or lender of the mortgage to help homeowners keep their homes. Works in partnership with supervisor to provide one-on-one counseling to help potential homebuyers meet the requirements necessary for stable and sustainable homeownership. Maintains all necessary certifications and program training requirements as required by HUD and/or Benjamin Rose. Performs other duties as assigned.

Requirements

Bachelor’s degree preferred; high school diploma or equivalent and relevant work experience are required.
HUD Counselor Certification preferred; must certify with HUD within 18 months of employment.
Proficiency with Microsoft Office (Word, Excel, Power Point).
Prior experience with Salesforce is desirable.
Education or experience in Personal Finance with an emphasis on household budgeting
Public speaking required.
Excellent attention to detail, personal organization, and time management.
Effective communication skills, both orally and in writing with people from all socioeconomic backgrounds.
Must excel at working independently, and as part of a larger, coordinated team effort.
Must have outstanding customer service skills, patience, follow-up and follow through.
A minimum requirement of three years related case-management experience in financial planning, coaching or counseling.
Regular, predictable attendance is required.
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time.
Work environment is stressful at times.

Responsibilities

Presents and conducts Benjamin Rose Financial Capabilities Workshops, including the Senior Financial Education Workshop (SFEW) series.
Counsels and coaches individuals and families to help them understand and improve credit, establish a budget, reduce debt and create an action plan that will help achieve, maintain and improve economic stability.
Assesses, evaluates and recommends low-to-moderate income individuals and families to qualified benefits and entitlement programs to help ensure economic stability and basic needs.
Inputs client information in Client Resource Management Systems (CRMs) in a timely fashion.
Speaks and presents at community outreach events, seminars, and meetings to promote housing and financial wellness programs and services.
Provides regular and timely updates to clients on program requirements and goal progress.
Assists supervisor on special projects, data reporting and process and program implementation.
Mediates workout options between homeowners and the servicer or lender of the mortgage to help homeowners keep their homes.
Works in partnership with supervisor to provide one-on-one counseling to help potential homebuyers meet the requirements necessary for stable and sustainable homeownership.
Maintains all necessary certifications and program training requirements as required by HUD and/or Benjamin Rose.
Performs other duties as assigned.