Bilingual Homeownership Financial Wellbeing Coach
Operation HOPE, Wichita, KS, United States
Bilingual Financial Wellbeing Coach – Homeownership
Department: HOPE Program Operations
Accountability: Reports to Director of Operations
About Operation HOPE Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with the tools and knowledge they need to achieve and maintain sustainable homeownership.
Position Overview We are seeking a passionate, experienced Homeownership Coach to join our team at Operation HOPE. In this role, you will focus on providing personalized guidance and support to individuals navigating the homeownership process, with a specific emphasis on ensuring data entry and required documents follow HUD guidelines. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.
Key Responsibilities
Individual Counseling
Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
Develop personalized action plans based on individual client needs and circumstances.
Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
Financial Education
Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics.
Assist clients in understanding the financial implications of homeownership and making informed decisions.
Build productive relationships with Bank Partners and community organizations for shared client referrals.
Offer both virtual and in-person workshops as requested.
Client Relationship Management
Enroll clients into the client management system and encourage them to do so through our website.
Establish and maintain strong relationships with clients, fostering trust and open communication.
Schedule regular one-on-one sessions with clients via Zoom, phone, and in-person appointments.
Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
Resource Referral
Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Build alliances with community partners to pass along to their clientele.
Promote Operation HOPE, Inc. solutions via appropriate social media.
Documentation and Reporting
Maintain accurate and detailed records of client activities, using HUD guidelines.
Ensure all data entered has been captured daily in our CRM system, Dynamics.
Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate.
Service Spanish Speaking Clients
Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community.
Excellent written and verbal communication skills both in English and Spanish.
Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish‑speaking stakeholders.
Required Skills and Education
Bachelor’s degree in Finance, Housing, Counseling, or a related discipline, or 2+ years of comparable 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.
Presentation skills: ability to conduct group and individual recruitment and training sessions.
Empathetic and patient approach in working with individuals from diverse backgrounds.
High-energy individual who demonstrates confidence, accountability, and professionalism while showing personal integrity, resilience, and respect for others.
Strong communication skills, both verbally and in writing, to conduct presentations and meetings.
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.
Personal transportation required for travel within the designated market area.
Commitment to ongoing HUD training as directed.
Preferred Skills
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.
EEO Statement Operation HOPE is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
#J-18808-Ljbffr
Accountability: Reports to Director of Operations
About Operation HOPE Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with the tools and knowledge they need to achieve and maintain sustainable homeownership.
Position Overview We are seeking a passionate, experienced Homeownership Coach to join our team at Operation HOPE. In this role, you will focus on providing personalized guidance and support to individuals navigating the homeownership process, with a specific emphasis on ensuring data entry and required documents follow HUD guidelines. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.
Key Responsibilities
Individual Counseling
Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
Develop personalized action plans based on individual client needs and circumstances.
Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
Financial Education
Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics.
Assist clients in understanding the financial implications of homeownership and making informed decisions.
Build productive relationships with Bank Partners and community organizations for shared client referrals.
Offer both virtual and in-person workshops as requested.
Client Relationship Management
Enroll clients into the client management system and encourage them to do so through our website.
Establish and maintain strong relationships with clients, fostering trust and open communication.
Schedule regular one-on-one sessions with clients via Zoom, phone, and in-person appointments.
Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.
Resource Referral
Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Build alliances with community partners to pass along to their clientele.
Promote Operation HOPE, Inc. solutions via appropriate social media.
Documentation and Reporting
Maintain accurate and detailed records of client activities, using HUD guidelines.
Ensure all data entered has been captured daily in our CRM system, Dynamics.
Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate.
Service Spanish Speaking Clients
Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community.
Excellent written and verbal communication skills both in English and Spanish.
Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish‑speaking stakeholders.
Required Skills and Education
Bachelor’s degree in Finance, Housing, Counseling, or a related discipline, or 2+ years of comparable 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.
Presentation skills: ability to conduct group and individual recruitment and training sessions.
Empathetic and patient approach in working with individuals from diverse backgrounds.
High-energy individual who demonstrates confidence, accountability, and professionalism while showing personal integrity, resilience, and respect for others.
Strong communication skills, both verbally and in writing, to conduct presentations and meetings.
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.
Personal transportation required for travel within the designated market area.
Commitment to ongoing HUD training as directed.
Preferred Skills
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.
EEO Statement Operation HOPE is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
#J-18808-Ljbffr