Homeownership and Financial Coach-NAZ

2 weeks ago

Minneapolis, Minnesota, United States Project for Pride in Living Full time
Accepting applications until filled

Who We Are

Project for Pride in Living, Inc. (PPL) is a nonprofit organization dedicated to empowering low-income people to become self-reliant through integrated services. When joining PPL, you become a part of a diverse team whose person-centered approach to services ensures individuals and families receive the housing and ecosystem of support they need to achieve greater stability now and for the next generation. We are eager to welcome new team members dedicated to serving our residents and pursuing our mission to build the hope, assets, and self-reliance of individuals and families who have lower incomes by providing transformative, affordable housing and employment readiness services. PPL strives to be an equitable and inclusive organization committed to elevating the voices of the communities we serve that are disproportionately affected by systemic inequities.

Job Summary

Nineteen percent of Black families in Minneapolis own their home compared to 57% of white families. Homeownership is the primary driver of intergenerational wealth creation. An ideal candidate will be committed to race equity and be interested in providing homeownership & financial coaching and education. This is a full-time (40 hours per week) position. The position involves working some evenings and weekends. However, standard hours are Monday-Friday from 8:00am to 4:30 pm or 8:30 am to 5:00 pm. Individuals in this role will report to the Homeownership Services Program Manager.

We are currently hiring a Homeownership and Financial Coach for our 800 Broadway office in North Minneapolis, which is in partnership with The Northside Achievement Zone.

Join us in making a difference by helping individuals achieve their homeownership and financial goals. Apply now to join our dedicated team.

Essential Duties and Responsibilities: Homeownership Coaching and Education
  • Obtain (after being hired) or maintain certifications for homebuyer counseling, education, financial coaching, foreclosure prevention, and HUD Housing Counseling Certification. HUD Housing Counseling Certification must be obtained within 90 days of hire as a condition of hiring.
  • Adhere to National Industry Standards for Homeownership Education and Counseling.
  • Complete required continuing education on an annual basis.
  • Possess excellent people skills and be passionate about helping people obtain and sustain successful homeownership.
  • Conduct individualized advising sessions with clients interested in purchasing a home.
  • Facilitate weekend homebuyer education workshops.
  • Travel for training, occasional meetings, and events as needed.
  • Additional duties as assigned.
  • Assess client needs and develop corrective action plans to overcome barriers.
  • Advocate for default/foreclosure clients with servicers or mortgage lenders as needed and provide coaching on decreasing the probability of default.
  • Assist clients with goal setting, budgeting, credit building, debt, savings, and related financial topics.
  • Review and understand credit reports to assist clients.
  • Review mortgage loan eligibility and affordability.
  • Calculate income, debt, and housing ratios and perform other mortgage lending-related math.
  • Examine various mortgage loans, down-payment assistance, and financial products with clients.
  • Provide fair housing and consumer protection information.
  • Engage in ongoing follow-up with clients on referrals and progress toward goals.
  • Maintain client files and data per funder and data privacy requirements.
  • Follow required protocol and program requirements.
Provision of these services requires advisors to be able to:
  • Provide homeownership, financial coaching, and financial classroom instruction to Participants through our Employment Training Department.
  • Ability to work some evening hours to support PPL's employment training workshops and appointments.
  • Utilize one-on-one coaching to build and strengthen relationships and rapport with participants via phone, in-person, video, email, and/or text.
  • Assist participants in developing individual financial goals and action plans, including but not limited to the following activities: budget creation and management, pulling credit and credit counseling, creation of debt management plans, student loan counseling, savings counseling/planning, retirement planning, financial aid assistance, financial product review/attainment, home ownership planning, tax preparation assistance, benefits and income support screening and counseling. Connect Participants with appropriate community agencies and resources as needed.
  • Maintain existing credentials and earn new credentials as required for financial coaching services.
  • Maintain timely and accurate data entry and reporting.
  • Ability to research and stay current on existing financial resources and financial industry knowledge around financial empowerment.
  • Willingness to collaborate with various PPL programs and partner agencies to increase program awareness, promote referrals, and integrate financial service and employment training activities.
Supervisory Responsibilities:

This person will not be responsible for supervision.

Minimum Requirements:
  • A high school diploma/GED is required; a BA/BS in business, finance, housing, human services, adult education, or social work is preferred.
  • Experience in case management, housing, lending, or related experience.
  • Ability to organize different tasks in a fast-moving/busy environment.
  • Demonstrable experience working with communities of color and low-income individuals and families.
  • Excellent communication skills, including establishing relationships with clients, loan officers, real estate agents, and others involved in the home-buying process.
  • Demonstrable attention to detail.
  • Demonstrated ability to work independently and take initiative in performing duties.
  • Ability to independently operate a motor vehicle. Must have access to reliable transportation and can transport materials used to facilitate classes and outreach events.
  • Hear and speak to communicate with others-the ability to listen effectively to other people.
  • Strong writing skills.
  • Work at a desk, telephone, and computer for extended periods.
Minimum Technology Qualifications:
  • Excellent working knowledge and proficiency in Microsoft Word, Excel, Outlook, and databases.
  • Ability to use office equipment including telephone and voicemail system, copier, printer, fax machine, and scanner.
  • Ability to access and navigate online databases.
  • Ability to navigate the internet and electronic timecard system.
  • Ability to navigate computer networks (files, drives, and folders).
Education and Experience:
  • A high school diploma/GED is required; a BA/BS in business, finance, housing, human services, adult education, or social work is preferred.
  • 3+ years of experience in the finance industry or providing financial literacy education or financial counseling services to people from diverse backgrounds, ethnicities, cultures, and economic and social situations is preferred.
A detailed job description is available upon request or if selected for the next phase of the hiring process.

Salary: $22.00-$24.00/Hr., DOQ

Benefits Based on Eligibility:

Employer-sponsored health & dental insurance; employer-paid short & long-term disability insurance, life insurance, and paid parental leave. Voluntary life insurance; Health Savings Account (HSA) or Flexible Spending Account (FSA); PTO & Paid Holidays; 403(b) retirement plan with employer match; summer half-day Fridays; an impactful presence in an organization that makes a difference in many lives.

How to Apply: Please include a cover letter and resume. Our hiring process includes phone screens and in-person interviews, references, and background checks for final candidates. PPL strives to be an equitable and inclusive organization committed to elevating the voices of the communities we serve that are disproportionately affected by systemic inequities. Persons of color, women, members of the LGBTQ community, veterans, and individuals with disabilities are strongly encouraged to apply.

PPL is an EEO/AA employer. Applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

PPL participates in the federal E-verify program to confirm all newly hired employees' identities and employment authorization.

In compliance with the Americans with Disabilities Act, the organization will provide reasonable accommodations to qualified individuals with disabilities and encourage prospective and current employees to discuss potential accommodations with the employer.

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