Housing and Financial Counselor

Financial Counselor

Conducts Financial Capabilities Workshops, assesses individuals' and families' financial capabilities and provides coaching and counseling for a variety of programs designed to develop economic empowerment and community stabilization.

The following description is a general representation of the key duties and responsibilities of the position.

• 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.

The requirements listed below are representative of the knowledge, skills and abilities required for the position.

• Bachelor's degree preferred; high school diploma or equivalent and relevant work experience are required.
• HUD Counselor Certification preferred; must certify with HUD within 18 months of employment.
• Proficiency with Microsoft Office (Word, Excel, Power Point).
• Prior experience with Salesforce is desirable.
• Education or experience in Personal Finance with an emphasis on household budgeting
• Public speaking required.
• Excellent attention to detail, personal organization, and time management.
• Effective communication skills, both orally and in writing with people from all socioeconomic backgrounds.
• Must excel at working independently, and as part of a larger, coordinated team effort.
• Must have outstanding customer service skills, patience, follow-up and follow through.

A minimum requirement of three years related case-management experience in financial planning, coaching or counseling.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, keyboard and telephone.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required, up to 20 pounds.
• Regular, predictable attendance is required.
• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.
• Work environment is stressful at times.

REPORTS TO AND EVALUATED BY: Director of Financial Wellness Programs and Services