Housing and Financial Wellness Counselor

Benjamin Rose•Cleveland, OH

12d•$22 - $27•Onsite

About The Position

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.

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);
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.

Nice To Haves

Prior experience with Salesforce is desirable;
Education or experience in Personal Finance with an emphasis on household budgeting

Responsibilities

Presents and conducts 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 the 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.