Financial Wellbeing Coach, Homeownership
$62,000–$65,000 year
On-siteSpringfield, Virginia, United States
Job Summary
Conduct one-on-one counseling sessions with clients seeking homeownership assistance, providing personalized guidance on HUD programs, FHA loans, and down payment opportunities. Develop individualized action plans and deliver comprehensive financial education covering budgeting, debt management, and savings strategies. Enroll clients into the Dynamics client management system, schedule regular virtual and in-person appointments, and maintain accurate daily records of client activities. Build productive relationships with bank partners and community organizations to facilitate referrals and resource connections. Currently HUD certified or required to pass the HUD Certified Counselor exam within 90 days; Bachelor's degree in finance, housing, or counseling preferred.
Required Qualifications
- Bachelor's degree in finance, Housing, Counseling, or a related field
- Proficiency in MS Word, Excel, and PowerPoint
- Currently HUD certified, or must pass the HUD Certified Counselor exam within first 90 days
- Previous experience in homeownership counseling or related roles
- Presentation skills - the right candidate must have the ability to conduct group and individual recruitment and training sessions
- High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others
- Strong communication skills both verbally and in writing to conduct presentations and meetings
- Excellent communication and interpersonal skills
- Ability to empathize with clients and provide culturally competent guidance
- Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction
- Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously
- Ability to meet monthly and annual production goals
- Ability to meet tight deadlines and manage time effectively
- Previous experience in financial coaching, counseling, or related roles
- Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives
- Strong knowledge of personal finance, budgeting, debt management, and savings strategies
- Empathetic and patient approach in working with individuals from diverse backgrounds
- This job requires personal transportation for travel within the designated market area
- Commitment to ongoing HUD training as directed
Desired Qualifications
- Experience using Customer Relationship Management programs
- Experience in loan packaging
- Experience in sales or community outreach activities
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