The financial coach will also provide aspiring homebuyers with the skills, knowledge and information to buy and maintain a home and comprehensive individual counseling regarding the purchase of a home or to prevent foreclosure of a current home by assisting clients in overcoming obstacles with current financial situations, credit scores, and financial budgeting. The coach will develop corrective action plans, working with and analyzing customers’ overall financial status to identify options for each customer and work with the lending institutions regarding loan products for purchasing a home or modifications of current loans to prevent foreclosure.

Job Specifications (as applicable):

Educational Requirements:  Bachelors Degree or 5 years counseling/coaching experience required. 

Prior Experience: Two years work experience; experience in mortgage lending/processing, credit counseling or other counseling required

Specific Skills:  Completion of “Train the Trainer” coursework and certification as a Homeownership Counselor within nine (9) months of hire; reading, writing and mathematical skills with mathematical aptitude sufficient to produce error-free documentation; demonstrated ability to work cooperatively in a team environment for problem-solving and resolution of customer issues; proficiency in Windows-based software; demonstrated ability to learn and use database, customer tracking, and other software; excellent organizational skills; effective oral and written communication skills; proven ability to coordinate multiple tasks; demonstrated ability to service a multi-cultural customer base; demonstrated ability to perform within established timelines; bilingual skills (Spanish language verbal & written) desired.

• Highly motivated self-starter with strong project management, facilitation and change management skills.

• Ability to work effectively in both individual and group settings.

• Ability to work independently with little or no supervision and also as a productive team member.

• Ability to be flexible, adaptive and positive in a constantly changing environment.

Other: Flexible scheduling for some evenings and weekends is required.  Valid drivers license with access to an automobile.  Ongoing training in homeownership counseling required and be available to travel to weekly conference trainings twice per year.

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