Financial Fitness Coordinator
On-siteBryan, Texas, United States
Job Summary
Conduct comprehensive financial assessments and develop personalized SMART goals for Family Self-Sufficiency participants. Deliver one-on-one coaching, group education, and formal courses on budgeting, credit building, and debt management. Prepare clients with accumulated escrow for the Housing Homeownership Program by assessing mortgage readiness and coordinating with case managers. Maintain weekly touchpoints to monitor progress, track milestones, and document interactions in program databases. Refer clients to community resources for specialized counseling when needs exceed coaching scope. Prepare data for monthly, quarterly, and annual reports on client outcomes and homeownership pipeline progress.
Required Qualifications
- Associate's degree
- Bachelor's degree in finance, social work, education, or related field
- At least one (1) year of experience in financial coaching, credit counseling, social services, case management, or adult education
- Valid Texas driver's license at the time of placement
- Reliable transportation
- Successfully completed and passed the Ethics for Housing Professionals course by NAHRO or another nationally recognized approved trainer within 18 months of assuming position
- 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
- Minimum of 24 hours of professional development training each year
- Ability to earn certifications as required by assigned tasks
- Ability to work independently and to assume responsibility for completion of complex workload without close supervision
Desired Qualifications
- Experience teaching adult learners or facilitating financial education courses
- Knowledge of homebuyer education and mortgage readiness requirements
- Certification as an Accredited Financial Counselor (AFC), Financial Fitness Coach, HUD Housing Counselor, or similar credential
- Willingness to obtain certification within 12 months of hire
- Bilingual speaker and writer in English and Spanish
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