Homeownership Counselor

Position Summary

• Assesses individuals’ and families’ housing needs, facilitates goal setting and provides coaching and counseling designed to aid in financial wellness and housing stability.
• Assists in facilitating virtual and in-person housing workshops.
• Identifies and assesses clients’ needs for other Benjamin Rose wraparound services and facilitates the referral process to these services.

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

• Provides counseling and coaching to individuals and families to help them understand and improve credit, establish a budget, reduce debt and create an action plan that will help existing and potential home buyers meet the requirements necessary for stable and sustainable home ownership.
• Counsels and provides coaching to older adults and their families/caregivers to help them understand their housing options; creates action plans that will help older adults transition to safe, affordable and sustainable home ownership.
• Mediates workout options between homeowners, the servicer or lender of the mortgage, and real estate professionals to help homeowners keep their homes, execute a deed in lieu of foreclosure or enable clients to short sell their homes.
• Facilitates and presents virtual and in-person home ownership workshops.
• Provides regular and timely updates to clients on program requirements and goal progress.
• Participates on existing and regularly scheduled internal and external housing collaborations and committees;
• Inputs client data points into Client Resource Management (CRM) systems;
  Creates and provides monthly reports on client outputs and outcomes to the Home ownership Manager.
• Speaks and presents at community outreach events, seminars, and meetings to promote Benjamin Rose housing programs and services.
• Maintains all necessary certifications and program training requirements.
• Assists Home ownership Manager on special projects, data reporting and process and program implementation.
• Performs other duties as assigned.

• Bachelor’s degree preferred; high school diploma and relevant work experience are required.
• HUD Counselor Certification preferred; must certify with HUD within 12 months of employment.
• Education or experience in housing counseling with an emphasis on home ownership.
• Public speaking required.
• Excellent attention to detail, personal organization, and time management.
• Effective communication skills, both orally and in writing with demonstrated ability to communicate with diverse populations.
• Proficiency with Microsoft Office (Word, Excel, Power Point).
• Experience with the Salesforce client resource management system or other HUD-approved CRMs is desirable.
• 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.