Wealth Building Coach

Baltimore Regional Housing Partnership•Baltimore, MD

2d•Hybrid

About The Position

The Baltimore Regional Housing Partnership (BRHP), which operates the Baltimore Housing Mobility Program, is a 501(c)(3) that assists over 4,000 qualified families in moving from areas of concentrated poverty and obtaining quality and affordable housing in communities with strong schools, low crime, and ample job opportunities in high opportunity areas within Baltimore City and Anne Arundel, Baltimore, Carroll, Harford, and Howard Counties. BRHP seeks a Wealth Building Coach that cares about providing the best services to low-income families, is mission driven & results oriented and is able to deliver sound financial coaching and guidance to our families enrolled in the Growing Assets and Income (GAIN) program. The Wealth Building Coach supports families to set and reach financial goals including budgeting, increasing income, building credit, buying a home, starting a business, pursuing postsecondary education and saving for children’s education.

Requirements

Honesty and integrity
Professional behavior and respect for colleagues, families and external partners
Collaborative, supportive approach to work, open-minded to learning new process with an ability to manage change
Strong work ethic
Ability to work in a fast-paced, team environment
Experience working with a diverse population
Business casual dress
Ability to gain thorough knowledge of BRHP’s policies and procedures
Interest in learning about personal finance and consumer issues, particularly those relating to families with low income
Cultural humility with an openness to and respect for others’ cultures, identities, and lived experiences
Strong interpersonal skills. Demonstrated ability to establish and build strong, trusting partnerships with clients
Excellent organizational skills. Detail-oriented with the ability to complete work accurately and efficiently while handling multiple projects
Excellent written and verbal communication skills, including ability to explain complex information in plain language
Strong judgment, reasoning, and time management
Ability to respect privacy and confidentiality of client information and files
Bachelor’s Degree in Finance, Accounting, Business Administration, Social Work, Sociology or comparable education with at least 3 years of work experience
Experience working with low-income families and communities
Experience providing coaching, counseling, or mentoring

Nice To Haves

Professional experience, education, or certification in personal finance or housing counseling
Experience with motivational interviewing techniques

Responsibilities

Help develop, maintain, and adhere to standard operating procedures of the GAIN program
Proactively enroll clients in the GAIN program to ensure annual targets are met
Counsel clients to set goals and to establish shorter-term action steps to help reach those larger goals
Be a partner, a champion, and a support to clients throughout their journey in the program
Provide regular status updates of proactive outreach to participants enrolled in GAIN program
Update client tracking in computer systems like Yardi and SharePoint
Respond timely to client inquiries
Provide ongoing, customized one-on-one financial coaching and guidance to clients across five core areas: income growth, credit, debt, savings, and long-term asset building
Provide referrals for resources and services to help clients reach their goals
Record client information and progress data precisely, accurately, and on time, with a rigorous dedication to confidentiality and data security protocols
Organize peer-to-peer events for GAIN participants
Develop content for the quarterly GAIN newsletter
Communicate with external partners to verify completion of action steps
Maintain knowledge about basic elements of the organization’s FSS program
Provide quarterly asset summaries
Perform other duties as assigned