Bilingual Homeownership Financial Wellbeing Consultant

Operation HOPE

. Conduct one-on-one counseling sessions with clients seeking homeownership assistance .

Posted 11/4/2026full-timeBoston • Massachusetts • United StatesJuniorMid-Level💰 $63,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in homeownership counseling, personal finance education, and client relationship management, with a strong ability to engage diverse communities and deliver impactful workshops. Proficient in utilizing CRM systems and maintaining compliance with HUD guidelines.

Highest-signal resume keywords

HUD Certified CounselorHomeownership Counseling ExperiencePersonal Finance KnowledgeCRM ProficiencyBilingual Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingDebt ManagementSavings StrategiesLoan PackagingFinancial Education

Soft Skills

EmpathyCultural CompetenceCommunication SkillsPublic SpeakingProject Management

Tools & Technologies

Dynamics CRMMS WordMS ExcelMS PowerPointZoom

Certifications & Qualifications

HUD Certification

Industry Keywords

Homeownership AssistanceCommunity OutreachClient ManagementFinancial Implications of HomeownershipOperation HOPE Solutions

About the role

Key responsibilities & impact

Conduct one-on-one counseling sessions with clients seeking homeownership assistance
Provide guidance on HUD programs, including FHA loans, down payment assistance, and homeownership education
Develop personalized action plans based on client needs
Educate clients on budgeting, debt management, savings strategies, and homeownership topics
Deliver comprehensive financial education and explain the financial implications of homeownership
Build relationships with Bank Partners and community organizations for shared client referrals
Offer virtual and in-person workshops as requested
Enroll clients into the client management system and encourage website enrollment
Schedule and conduct sessions via Zoom, phone, and in-person appointments
Monitor client progress through Dynamics CRM
Connect clients with resources, services, support networks, grants, and community programs
Build alliances with community partners and promote Operation HOPE solutions via appropriate social media
Maintain accurate client records according to HUD guidelines
Enter and update CRM data daily and report client updates in a timely manner
Serve Spanish-speaking clients and engage the Hispanic and Latino community
Report to the Director of Operations

Requirements

What you’ll need

Bachelor's degree in Finance, Housing, Counseling, or a related discipline, or comparable 2+ years of work experience in a related field
Strong knowledge of personal finance, budgeting, debt management, and savings strategies
Proficiency in MS Word, Excel, and PowerPoint
Currently HUD certified, or able to pass the HUD Certified Counselor exam within first 90 days
Previous experience in homeownership counseling or related roles
Ability to conduct group and individual recruitment and training sessions
Strong written and verbal communication skills in English and Spanish
Ability to work with individuals from diverse backgrounds with empathy and cultural competence
Ability to work with minimal hands-on direction
Ability to manage multiple projects and program relationships simultaneously
Ability to meet monthly and annual production goals and tight deadlines
Personal transportation required for travel within the designated market area
Commitment to ongoing HUD training as directed
Experience using Customer Relationship Management programs
Experience in loan packaging
Experience in sales or community outreach activities
Public speaking skills in both English and Spanish