Financial Wellbeing Coach – Homeownership

Operation HOPE

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

Posted 10/7/2026full-timeForest Park • United StatesJuniorMid-Level💰 $0 - $58,656 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in homeownership counseling, including knowledge of HUD programs and personal finance strategies. Capable of building strong client relationships and managing multiple projects while providing culturally competent guidance.

Highest-signal resume keywords

HUD Certified CounselorHomeownership CounselingPersonal Finance KnowledgeCustomer Relationship ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingDebt ManagementSavings StrategiesLoan PackagingClient Management System Proficiency

Soft Skills

EmpathyCultural CompetenceProject ManagementTime Management

Tools & Technologies

MS WordMS ExcelMS PowerPointDynamics CRMZoom

Certifications & Qualifications

HUD Certification

Industry Keywords

Homeownership AssistanceFHA LoansDown Payment AssistanceCommunity OutreachFinancial Assistance Programs

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 and circumstances
Educate clients on budgeting, debt management, savings strategies, credit management, and homeownership topics
Assist clients in understanding the financial implications of homeownership
Build productive 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
Establish and maintain strong client relationships
Schedule regular sessions via Zoom, phone, and in-person appointments
Monitor client progress through Dynamics CRM
Connect clients with resources, services, support networks, financial assistance programs, grants, and community resources
Build alliances with community partners
Promote Operation HOPE solutions via social media
Maintain accurate client activity records according to HUD guidelines
Enter and update CRM data daily and report client updates in a timely manner
Report to the Director of Operations

Requirements

What you’ll need

Bachelor's degree in finance, Housing, Counseling, or a related field, however, comparable 2+ years of work experience in a related field will be considered
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
Ability to conduct group and individual recruitment and training sessions
Strong communication skills both verbally and in writing
Ability to empathize with clients and provide culturally competent guidance
Ability to work with minimal hands-on direction
Ability to initiate, manage, and maintain several projects and program relationships simultaneously
Personal transportation required for travel within the designated market area
Commitment to ongoing HUD training as directed
Strong knowledge of personal finance, budgeting, debt management, and savings strategies
Ability to meet monthly and annual production goals
Ability to meet tight deadlines and manage time effectively
Experience using Customer Relationship Management programs preferred
Experience in loan packaging preferred
Experience in sales or community outreach activities preferred