Operation HOPE · 1 day ago
Bilingual Homeownership Financial Wellbeing C
Philadelphia, PA
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $62K/yr
2+ years expOperation HOPE is a non-profit organization dedicated to promoting financial dignity and homeownership opportunities. The Bilingual Financial Wellbeing Coach will provide personalized guidance to individuals navigating the homeownership process, emphasizing compliance with HUD guidelines and empowering clients with financial knowledge.
CommunitiesFinanceNon Profit
Responsibilities
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
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
Enroll clients into 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
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
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
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 and English and Spanish
Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders
Qualification
Required
Bachelor's degree in Finance, Housing, Counseling, or a related discipline, however, will consider 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 will be required in this position
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 - the right candidate must have the 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 demonstrating 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
This job requires personal transportation for travel within the designated market area
Commitment to ongoing HUD training as directed
Preferred
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
Company
Operation HOPE
Operation HOPE is a non-profit organization providing financial literacy empowerment & economic education to youth and adults. It is a sub-organization of Operation Hope Ventures.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$2.26MKey Investors
The T.D. Jakes FoundationDelta Community Credit UnionU.S. Department of Commerce
2025-04-15Grant· $0.45M
2024-12-06Grant· $0.01M
2024-02-07Grant· $0.6M
Leadership Team
Evelyn Ducoulombier
Senior Vice President, Corporate and Cultural Affairs
Ed Eberhart
Chief Experience Officer
Recent News
Morningstar.com
2025-12-10
Company data provided by crunchbase