Financial Fitness Coordinator
On-siteBryan, Texas, United States
Job Summary
Conduct comprehensive financial assessments and develop personalized SMART goals for Family Self-Sufficiency participants, including budgeting, debt management, and credit building strategies. Deliver financial literacy education through one-on-one coaching, workshops, and webinars while guiding clients with escrow funds through homeownership readiness and mortgage preparation. Maintain weekly touchpoints to monitor progress, document case interactions, and coordinate with case managers to ensure clients meet program qualifications. Prepare data for monthly and annual reports on client outcomes and homeownership pipeline progress. Work Monday through Friday during standard business hours with occasional weekend availability for special events.
Required Qualifications
- Valid Texas driver's license at the time of placement and reliable transportation
- Must have the ability to earn certifications as required by assigned tasks
- Must have successfully completed and passed the Ethics for Housing Professionals course by NAHRO or another nationally recognized approved trainer within 18 months of assuming position
- Must have successfully completed and passed a Fair Housing and Reasonable Accommodation course by NAHRO or another nationally recognized approved trainer within 18 months of assuming position
- Must complete a minimum of 24 hours of professional development training each year as part of this position
- Ability to work independently and to assume responsibility for completion of complex workload without close supervision
Desired Qualifications
- Associate's degree preferred
- Bachelor's degree in finance, social work, education, or related field desired
- At least one (1) year of experience in financial coaching, credit counseling, social services, case management, or adult education
- Experience teaching adult learners or facilitating financial education courses preferred
- Knowledge of homebuyer education and mortgage readiness requirements preferred
- Certification as an Accredited Financial Counselor (AFC), Financial Fitness Coach, HUD Housing Counselor, or similar credential preferred or willingness to obtain within 12 months of hire
- Bilingual speaker and writer in English and Spanish preferred
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