Bilingual Financial Wellbeing Coach, Homeownership

2 weeks ago

Baltimore, United States Operation HOPE Full time

Job Description Do you have the skills to fill this role Read the complete details below, and make your application today. 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. 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[RL1] 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:[RL2] 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.[PS8] 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 and program relationships simultaneously. This job requires personal transportation for travel within the designated market area. Commitment to ongoing HUD training as directed. Fluent in Spanish and English PREFERRED 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.

  • Bilingual Financial Wellbeing Coach, Homeownership

    2 weeks ago

    Baltimore, United States Operation Hope Full time $59,000 - $61,000

    Job DescriptionDo you have the skills to fill this role Read the complete details below, and make your application today. Bilingual Financial Wellbeing Coach –HomeownershipDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial...

  • Bilingual Sales and Service Specialist

    4 weeks ago

    Baltimore, United States Fulton Financial Full time

    This is a full-time career opportunity (approximately 40 hours per week) based out of our Yard 56 financial center in Baltimore, MD. Must be available to be scheduled around branch operation hours (no Sundays). Responsible for providing an exceptiona Sales, Specialist, Bilingual, Service, Customer Experience, Retail, Financial

  • Cost Management Financial Analyst

    2 weeks ago

    Baltimore, Maryland, United States NVR Full time

    Position OverviewAs the Financial Cost Manager at NVR, you will leverage your financial acumen to support the homebuilding division in achieving operational excellence.Key ResponsibilitiesIn this role, you will collaborate closely with the Division Manager to assess and regulate construction expenses while enhancing profitability across all...

  • Cost Management Financial Analyst

    2 weeks ago

    Baltimore, Maryland, United States NVR Full time

    Position OverviewAs the Financial Cost Manager at NVR, you will play a pivotal role in delivering financial and operational insights to our homebuilding division.Key ResponsibilitiesIn this position, you will:Assist the Division Manager in evaluating and managing construction expenses while enhancing profitability across all homes in the division.Oversee a...

  • Cost Management Financial Analyst

    1 week ago

    Baltimore, Maryland, United States NVR Full time

    As the Financial Operations Manager for NVR, you will deliver financial and operational insights to the homebuilding sector. Your role will involve directly assisting the Division Manager in establishing, monitoring, and evaluating construction expenses and divisional profitability. Collaborating with the Production Manager and their team, you will oversee a...

  • Cost Management Financial Analyst

    2 weeks ago

    Baltimore, Maryland, United States NVR Full time

    Position OverviewAs the Financial Operations Manager at NVR, you will play a crucial role in delivering financial and operational insights to our homebuilding division. Key ResponsibilitiesIn this role, you will collaborate closely with the Division Manager to establish, monitor, and evaluate construction costs and overall divisional profitability. Your...

  • Experienced Financial Services Professional

    14 hours ago

    Baltimore, Maryland, United States Thompson Financial Group Full time

    About Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...

  • Experienced Financial Services Professional

    3 days ago

    Baltimore, Maryland, United States Thompson Financial Group Full time

    About Thompson Financial GroupWe are a leading financial services firm dedicated to providing innovative solutions for our clients. Our open architecture investment platform allows us to tailor our services to meet the unique needs of each client.Job SummaryWe are seeking an experienced financial services professional to join our team as a Senior Investment...

  • Senior CRIA Financial Consultant

    2 days ago

    Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OverviewAre you seeking tailored financial solutions for your clientele and feeling constrained by standard investment strategies? Your search ends here. Our flexible investment framework empowers you to prioritize your clients' best interests. By joining our organization, you will benefit from an innovative model that combines the essential resources...

  • Experienced Cria Financial Advisor

    1 month ago

    Baltimore, United States Thompson Financial Group Full time

    Job DescriptionJob DescriptionAre you looking for customizable solutions for your clients and tired of boilerplate portfolios?  Look no further. Our open architecture investment platform can help you do what’s best for your clients. When joining our firm, our innovative, supported independence model offers the “best of both worlds” – providing you...

  • Cost Management Financial Analyst

    1 week ago

    Baltimore, Maryland, United States NVR Full time

    As a Financial Operations Manager at NVR, you will play a crucial role in delivering financial and operational insights to the homebuilding sector. Your primary responsibility will be to assist the Division Manager in monitoring, managing, and evaluating construction expenses and overall divisional profitability. Collaborating closely with the Production...

  • Cost Management Financial Analyst

    1 week ago

    Baltimore, Maryland, United States NVR Full time

    As the Financial Cost Manager at NVR, you will play a pivotal role in delivering financial and operational insights to our homebuilding division. Your primary responsibility will be to assist the Division Manager in establishing, monitoring, and evaluating construction costs while ensuring divisional profitability. Collaborating closely with the Production...

  • Senior CRIA Financial Consultant

    1 week ago

    Baltimore, Maryland, United States Thompson Financial Group Full time

    Are you seeking tailored investment solutions for your clients and looking to move away from generic portfolios? Our flexible investment platform is designed to help you prioritize your clients' best interests. Joining Thompson Financial Group means embracing an innovative model of supported independence, allowing you to leverage essential resources while...

  • Experienced CRIA Financial Advisor

    1 month ago

    Baltimore, United States Thompson Financial Group Full time

    Description Are you looking for customizable solutions for your clients and tired of boilerplate portfolios? Look no further. Our open architecture investment platform can help you do what's best for your clients. When joining our firm, our innovative, supported independence model offers the "best of both worlds" - providing you with the resources you need...

  • Bilingual Customer Support Specialist

    2 weeks ago

    Baltimore, Maryland, United States Fulton Financial Full time

    Position Overview:This is a full-time role requiring approximately 40 hours per week.Availability:Candidates must be flexible to work around operational hours, excluding Sundays.Key Responsibilities:- Deliver exceptional customer service to enhance client satisfaction.- Engage with customers in both English and another language to provide comprehensive...

  • Youth Sports Coach

    3 months ago

    Baltimore, Maryland, United States teamworkonline Full time

    Position Type: Part TimeSalary Range: $22.50 per hourDepartment: KidsCompany DescriptionFounded and headquartered in Baltimore, Maryland in 2010, Volo is a community based organization with more than 300,000 users across the US. Our users leverage Volo to organize, meet, communicate and play within their community through fitness and social activities....

  • Bilingual Registered Nurse

    1 week ago

    Baltimore, United States 1st Choice, LLC Full time $50

    Job DescriptionJob DescriptionOur growing company is looking to fill the role of bilingual nurse. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.  STD Clinic Responsibilities for bilingual...

  • Chief Financial Officer

    3 days ago

    Baltimore, Maryland, United States The Associated and its Agencies Full time

    About The Associated and its AgenciesThe Associated and its Agencies is a leading Jewish community organization in North America, recognized for its commitment to serving the Baltimore Jewish community, the people of Israel, and Jewish communities around the world.Job SummaryWe are seeking a highly experienced and skilled Chief Financial Officer to join our...

  • Youth Sports Coach

    3 months ago

    Baltimore, United States teamworkonline Full time

    Position Type: Part TimeSalary Range: $22.50 per hourDepartment: KidsCompany DescriptionFounded and headquartered in Baltimore, Maryland in 2010, Volo is a community based organization with more than 300,000 users across the US.  Our users leverage Volo to organize, meet, communicate and play within their community through fitness and social activities....

  • Bilingual Sales and Service Representative

    3 days ago

    Baltimore, Maryland, United States Fulton Bank Full time

    About the RoleFulton Bank is seeking a highly skilled and multilingual professional to join our team as a Bilingual Sales and Service Specialist. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesCustomer Service: Assist clients with teller...