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Benjamin Rose · 1 day ago

Housing and Financial Counselor

Cleveland,OH,US

Full-time

Onsite

Mid Level

3+ years exp

Benjamin Rose is an organization dedicated to enhancing the financial well-being of individuals and families. They are seeking a Housing and Financial Counselor to conduct workshops, provide coaching, and assess financial capabilities to promote economic empowerment and stability.

Health CareNon Profit

Responsibilities

Presents and conducts Benjamin Rose Financial Capabilities Workshops, including the Senior Financial Education Workshop (SFEW) series

Counsels and coaches individuals and families to help them understand and improve credit, establish a budget, reduce debt and create an action plan that will help achieve, maintain and improve economic stability

Assesses, evaluates and recommends low-to-moderate income individuals and families to qualified benefits and entitlement programs to help ensure economic stability and basic needs

Inputs client information in Client Resource Management Systems (CRMs) in a timely fashion

Speaks and presents at community outreach events, seminars, and meetings to promote housing and financial wellness programs and services

Provides regular and timely updates to clients on program requirements and goal progress

Assists supervisor on special projects, data reporting and process and program implementation

Mediates workout options between homeowners and the servicer or lender of the mortgage to help homeowners keep their homes

Works in partnership with supervisor to provide one-on-one counseling to help potential homebuyers meet the requirements necessary for stable and sustainable homeownership

Maintains all necessary certifications and program training requirements as required by HUD and/or Benjamin Rose

Performs other duties as assigned

Qualification

HUD Counselor CertificationPersonal Finance EducationCase Management ExperienceMicrosoft Office ProficiencySalesforce ExperiencePublic SpeakingCustomer Service SkillsEffective Communication