Wealth Building Specialist

NeighborWorks Umpqua • Roseburg, OR

9h • Hybrid

About The Position

The Wealth Building Specialist provides one-on-one coaching, housing and financial counseling, group education, and outreach to empower individuals and families to build assets and achieve financial and housing stability. This role may specialize in areas like housing counseling, foreclosure prevention, financial capability, or education delivery—with flexibility to support all team functions.
You'll be part of a mission-driven team focused on improving lives and reducing barriers to financial security for underserved and rural communities.

Requirements

• High school diploma or GED
• 1+ year of office or client services experience.

Nice To Haves

• 2+ years in case management, housing, banking, or financial coaching.
• Experience providing direct outreach to communities in Coos, Curry, Douglas, and Josephine counties.
• Experience providing direct outreach to communities in Coos, Curry, Douglas, and Josephine counties including rural and low-income populations.
• Comfort with data tracking and digital platforms; proficiency in MS Office.
• Strong interpersonal and communication skills.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide high-quality, client-centered counseling in housing, rental, or financial capability.
• Develop budgets and action plans tailored to client goals.
• Lead educational workshops and financial literacy classes.
• Track client progress and document services in compliance with grant and HUD requirements.
• Assist with design and delivery of group education (virtual and in-person).
• Support community outreach, event participation, and partner engagement.
• Housing Counseling: Pre-purchase, post-purchase, HECM/reverse mortgage, and rental counseling.
• Foreclosure Prevention: Negotiate with lenders, submit financial packages, and help clients retain housing.
• Financial Capabilities: Manage Dream$avers IDA program coordination and financial coaching.
• Education: Design and facilitate classes covering homeownership, budgeting, credit, and more.

Benefits

• Vacation, sick, and all Federal Holidays
• Comprehensive health, dental, and vision insurance.
• Employer-paid life and disability insurance.
• 401(k) retirement plan with employer match.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED