Job Description
Bilingual Financial Wellbeing Coach – Credit & Money Management
DEPARTMENT: HOPE Program Operations
ACCOUNTABILITY: Reports to Director of Operations
ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).
POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.
Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!
KEY RESPONSIBILITIES:
Financial Coaching:Recruit, build trust, and lead clients to achieve strategic performance objectives. Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.Develop personalized action plans based on individual client needs and circumstances.Educate clients on budgeting, debt management, savings strategies, and other relevant topics.Workshop FacilitationEstablish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.Deliver group workshops and seminars, on various financial literacy topics, within the community.Build productive relationships with Bank Partners for shared Client relationships.Offer both virtual and in-person workshops as requested. Client Relationship Management:Establish and maintain strong relationships with clients, fostering trust and open communication.Encourage clients to enroll through the client portal, available on our website.Coach client via Zoom, phone and in-person appointments.Monitor clients' progress towards financial goals through Dynamics, our client relationship software.Resource Referral and Community EngagementConnect clients with relevant resources, services, and financial products that align with their goals.Attend community and networking events.Stay updated on financial assistance programs, grants and other community resources that may benefit clients. Documentation and ReportingMaintain accurate and detailed records of client activities, impact, and success stories.Ensure all data entered has been captured in our CRM system, Dynamics.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 and English and Spanish.Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.QUALIFICATIONS
Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships. Ability to meet monthly, quarterly, and annual production goals as assigned.Multitask oriented with the ability to initiate, manage, and maintain several projects andREQUIRED SKILLS AND EDUCATION
Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.Proficiency in MS Word, Excel, and PowerPoint will be required in this position.Presentation skills - the right candidate can conduct workshops with a varying number of attendees. High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency. Strong communication skills both verbally and in writing to conduct presentations and meetings. Self-starter with a demonstrated ability to work with minimal hands-on direction. Empathetic and patient approach while working with individuals from diverse backgrounds. Professional demeanor and attire will be required in this position. This job requires personal transportation for travel within the designated market area.PREFERRED SKILLS
Experience using Customer Relationship Management programs. Knowledge of interpreting Credit Report information. Experience building and maintaining financial budgets.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.
Read LessJob Description
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, and experienced Homeownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach 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 the guidelines set by the U.S. Department of Housing and Urban Development (HUD). Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals.
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 topicsAssist 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 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.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.DUTIES AND RESPONSIBILITIES
Previous experience in financial coaching, counseling, or related roles.Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong knowledge of personal finance, budgeting, debt management, and savings strategies.Excellent communication and interpersonal skills.Empathetic and patient approach in working with individuals from diverse backgrounds.Promote Operation HOPE, Inc. solutions via social media. Ability to meet monthly and annual production goals.Ability to meet tight deadlines and manage time effectively.REQUIRED SKILLS AND EDUCATION
Bachelor’s degree in finance, Housing, Counseling, or a related field, however, will consider comparable 2+ years of work experience in a related field.Proficiency in MS Word, Excel, and PowerPoint will be required in this position.Currently HUD certified, or must 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.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. Excellent communication and interpersonal skills.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 andPREFERRED SKILLS
Experience using Customer Relationship Management programs. Experience in loan packaging.Experience in sales or community outreach activities.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.
Job Description
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, and experienced Homeownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach 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 the guidelines set by the U.S. Department of Housing and Urban Development (HUD). Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals. 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 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 ReportingMaintain 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 and 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, 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 andPREFERRED 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 SpanishEEO 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.
Read LessJob Description
Financial Wellbeing Coach – Credit & Money Management
DEPARTMENT: HOPE Program Operations
ACCOUNTABILITY: Reports to Director of Operations
ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).
POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!
KEY RESPONSIBILITIES:
Financial Coaching:Recruit, build trust, and lead clients to achieve strategic performance objectives. Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.Develop personalized action plans based on individual client needs and circumstances.Educate clients on budgeting, debt management, savings strategies, and other relevant topics.Workshop FacilitationEstablish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.Deliver group workshops and seminars, on various financial literacy topics, within the community.Build productive relationships with Bank Partners for shared Client relationships.Offer both virtual and in-person workshops as requested. Client Relationship Management:Establish and maintain strong relationships with clients, fostering trust and open communication.Encourage clients to enroll through the client portal, available on our website.Coach client via Zoom, phone and in-person appointments.Monitor clients' progress towards financial goals through Dynamics, our client relationship software.Resource Referral and Community EngagementConnect clients with relevant resources, services, and financial products that align with their goals.Attend community and networking events.Stay updated on financial assistance programs, grants and other community resources that may benefit clients. Documentation and ReportingMaintain accurate and detailed records of client activities, impact, and success stories.Ensure all data entered has been captured in our CRM system, Dynamics.QUALIFICATIONS
Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships. Ability to meet monthly, quarterly, and annual production goals as assigned.Multitask oriented with the ability to initiate, manage, and maintain several projects andREQUIRED SKILLS AND EDUCATION
Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.Proficiency in MS Word, Excel, and PowerPoint will be required in this position.Presentation skills - the right candidate can conduct workshops with a varying number of attendees. High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency. Strong communication skills both verbally and in writing to conduct presentations and meetings. Self-starter with a demonstrated ability to work with minimal hands-on direction. Empathetic and patient approach while working with individuals from diverse backgrounds. Professional demeanor and attire will be required in this position. This job requires personal transportation for travel within the designated market area.PREFERRED SKILLS
Experience using Customer Relationship Management programs. Knowledge of interpreting Credit Report information. Experience building and maintaining financial budgets.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.
Read LessJob Description
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, and experienced Homeownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach 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 the guidelines set by the U.S. Department of Housing and Urban Development (HUD). Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals.
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 topicsAssist 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 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.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.DUTIES AND RESPONSIBILITIES
Previous experience in financial coaching, counseling, or related roles.Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong knowledge of personal finance, budgeting, debt management, and savings strategies.Excellent communication and interpersonal skills.Empathetic and patient approach in working with individuals from diverse backgrounds.Promote Operation HOPE, Inc. solutions via social media. Ability to meet monthly and annual production goals.Ability to meet tight deadlines and manage time effectively.REQUIRED SKILLS AND EDUCATION
Bachelor’s degree in finance, Housing, Counseling, or a related field, however, will consider comparable 2+ years of work experience in a related field.Proficiency in MS Word, Excel, and PowerPoint will be required in this position.Currently HUD certified, or must 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.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. Excellent communication and interpersonal skills.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 andPREFERRED SKILLS
Experience using Customer Relationship Management programs. Experience in loan packaging.Experience in sales or community outreach activities.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.
Job Description
Bilingual Financial Wellbeing Coach – Credit & Money Management
DEPARTMENT: HOPE Program Operations
ACCOUNTABILITY: Reports to Director of Operations
ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).
POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.
Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!
KEY RESPONSIBILITIES:
Financial Coaching:Recruit, build trust, and lead clients to achieve strategic performance objectives. Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.Develop personalized action plans based on individual client needs and circumstances.Educate clients on budgeting, debt management, savings strategies, and other relevant topics.Workshop FacilitationEstablish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.Deliver group workshops and seminars, on various financial literacy topics, within the community.Build productive relationships with Bank Partners for shared Client relationships.Offer both virtual and in-person workshops as requested. Client Relationship Management:Establish and maintain strong relationships with clients, fostering trust and open communication.Encourage clients to enroll through the client portal, available on our website.Coach client via Zoom, phone and in-person appointments.Monitor clients' progress towards financial goals through Dynamics, our client relationship software.Resource Referral and Community EngagementConnect clients with relevant resources, services, and financial products that align with their goals.Attend community and networking events.Stay updated on financial assistance programs, grants and other community resources that may benefit clients. Documentation and ReportingMaintain accurate and detailed records of client activities, impact, and success stories.Ensure all data entered has been captured in our CRM system, Dynamics.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 and English and Spanish.Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.QUALIFICATIONS
Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships. Ability to meet monthly, quarterly, and annual production goals as assigned.Multitask oriented with the ability to initiate, manage, and maintain several projects andREQUIRED SKILLS AND EDUCATION
Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.Proficiency in MS Word, Excel, and PowerPoint will be required in this position.Presentation skills - the right candidate can conduct workshops with a varying number of attendees. High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency. Strong communication skills both verbally and in writing to conduct presentations and meetings. Self-starter with a demonstrated ability to work with minimal hands-on direction. Empathetic and patient approach while working with individuals from diverse backgrounds. Professional demeanor and attire will be required in this position. This job requires personal transportation for travel within the designated market area.PREFERRED SKILLS
Experience using Customer Relationship Management programs. Knowledge of interpreting Credit Report information. Experience building and maintaining financial budgets.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.
Read LessJob Description
Financial Wellbeing Coach – Credit & Money Management
DEPARTMENT: HOPE Program Operations
ACCOUNTABILITY: Reports to Director of Operations
ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).
POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!
KEY RESPONSIBILITIES:
Financial Coaching:Recruit, build trust, and lead clients to achieve strategic performance objectives. Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.Develop personalized action plans based on individual client needs and circumstances.Educate clients on budgeting, debt management, savings strategies, and other relevant topics.Workshop FacilitationEstablish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.Deliver group workshops and seminars, on various financial literacy topics, within the community.Build productive relationships with Bank Partners for shared Client relationships.Offer both virtual and in-person workshops as requested. Client Relationship Management:Establish and maintain strong relationships with clients, fostering trust and open communication.Encourage clients to enroll through the client portal, available on our website.Coach client via Zoom, phone and in-person appointments.Monitor clients' progress towards financial goals through Dynamics, our client relationship software.Resource Referral and Community EngagementConnect clients with relevant resources, services, and financial products that align with their goals.Attend community and networking events.Stay updated on financial assistance programs, grants and other community resources that may benefit clients. Documentation and ReportingMaintain accurate and detailed records of client activities, impact, and success stories.Ensure all data entered has been captured in our CRM system, Dynamics.QUALIFICATIONS
Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives. Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships. Ability to meet monthly, quarterly, and annual production goals as assigned.Multitask oriented with the ability to initiate, manage, and maintain several projects andREQUIRED SKILLS AND EDUCATION
Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.Proficiency in MS Word, Excel, and PowerPoint will be required in this position.Presentation skills - the right candidate can conduct workshops with a varying number of attendees. High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency. Strong communication skills both verbally and in writing to conduct presentations and meetings. Self-starter with a demonstrated ability to work with minimal hands-on direction. Empathetic and patient approach while working with individuals from diverse backgrounds. Professional demeanor and attire will be required in this position. This job requires personal transportation for travel within the designated market area.PREFERRED SKILLS
Experience using Customer Relationship Management programs. Knowledge of interpreting Credit Report information. Experience building and maintaining financial budgets.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.
Read Less