Financial Wellbeing Coach – Homeownership

Operation HOPE

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

Posted 11/4/2026full-timeDallas • Texas • United StatesJuniorMid-Level💰 $0 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial coaching and counseling, with a strong focus on personal finance, budgeting, and debt management. Proficient in building relationships with clients and community partners while maintaining accurate client records and meeting production goals.

Highest-signal resume keywords

Financial Coaching ExperienceHUD CertificationPersonal Finance KnowledgeDynamics CRM ProficiencyExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingDebt ManagementSavings StrategiesHomeownership EducationClient Management System ProficiencyGroup TrainingIndividual CounselingStrategic ThinkingProject ManagementData Entry

Soft Skills

EmpathyPatienceInterpersonal SkillsTime ManagementCultural Competence

Tools & Technologies

MS WordMS ExcelMS PowerPointDynamics CRMZoom

Certifications & Qualifications

HUD Certified Counselor

Industry Keywords

Homeownership AssistanceFinancial EducationCommunity ResourcesClient ReferralsOperation HOPE

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 client referrals
Offer virtual and in-person workshops as requested
Enroll clients into the client management system and encourage website enrollment
Maintain client relationships and schedule regular sessions via Zoom, phone, and in person
Monitor client progress in Dynamics CRM
Connect clients with Operation HOPE and community resources
Stay updated on financial assistance programs, grants, and community resources
Build alliances with community partners
Promote Operation HOPE solutions via social media
Maintain accurate client records according to HUD guidelines
Enter and update client data daily in Dynamics CRM
Report client updates promptly to ensure accurate, current data
Report to the Director of Operations

Requirements

What you’ll need

Previous experience in financial coaching, counseling, or related roles
Strategic thinking expertise and ability to plan and execute tactical strategies
Strong knowledge of personal finance, budgeting, debt management, and savings strategies
Excellent communication and interpersonal skills
Empathetic and patient approach with individuals from diverse backgrounds
Ability to meet monthly and annual production goals
Ability to meet tight deadlines and manage time effectively
Bachelor’s degree in finance, Housing, Counseling, or a related field, or comparable 2+ years of work experience in 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
Ability to conduct group and individual recruitment and training sessions
Strong verbal and written communication skills
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 for travel within the designated market area
Commitment to ongoing HUD training as directed