Housing and Financial Wellness Counselor (bilingual Eng-Span)

Financial & Housing Counseling and Coaching

• Conduct financial capability and housing workshops (budgeting, credit, consumer protection, rental readiness, homeownership, among Financial and Housing related topics).
• Work with clients one-on-one to identify barriers to financial and housing stability and develop clear, goal-oriented work plans while providing comprehensive case management.
• Assist clients in creating strategic plans and timelines that help them meet realistic goals toward self-sufficiency.
• Support clients in accessing supplemental programs such as Lending Circles, VITA tax services, and other wraparound services
• Maintain compliance with HUD standards for housing counseling
• Maintain and monitor data collection, client management systems (Salesforce, HomeKeeper, SureImpact, HMIS etc.), and reporting processes.

Housing Navigation Support

• Offer resource navigation for housing-related needs and other economic stability challenges (food access, employment, public benefits).
• Make warm referrals internally and externally to community organizations and resources.
• Support landlord engagement activities, including collection of required documentation and distribution of program materials.

Community Engagement & Other Tasks

• Participate in community outreach events, resource fairs, and program-specific clinics.
• Promote the mission, operating values, and services of CLUES within the community
• Provide weekly, biweekly, and quarterly updates and corresponding reporting metrics and outcomes where applicable.
• Ensure culturally and linguistically appropriate services in English and Spanish.
• Assist in the coordination of data collection and program reporting.
• Maintain client confidentiality in accordance with HIPAA, agency policies and other applicable laws, regulations and ethical standards.
• Maintain open communication with supervisors and solicit feedback when necessary.
• Support programmatic integration and facilitate opportunities for interdepartmental collaboration.
• Carry out all other duties as assigned by supervisor.

• This position has no supervisory responsibilities for staff; they may provide oversight and support of program interns and volunteers.

• Bachelor's degree in Business/Finance, or related field or equivalent combination of education and experience.
• 3+ years of experience with one-on-one comprehensive case management, customer service and knowledge of the mortgage industry or banking industry required.
• Demonstrated experience in financial literacy coaching and/or other related non-profit experience.
• 1-2 years of experience working with mortgages, default/foreclosure prevention, credit, pre-purchase or homebuyer education preferred.
• Bilingual in Spanish and English with cultural awareness and sensitivity required.
• Housing Counselor Certification from the Department of Housing and Urban Development (HUD) required or willingness to become HUD certified within 6 months of hire.
  
  
  
  • CLUES will provide customary training and preparation to uncertified individuals to receive HUD approved Housing Counselor Certification.
  
  
  
  
• Highly experienced with community resources available to clients and familiar with services offered by other metro area community providers preferred.
• Must be organized, possess the ability to work under pressure and stress, have high attention to detail, and the ability to multi-task in a fast-paced environment.
• Must possess demonstrated ability to solve practical problems, manage conflict and change, foster teamwork, successfully manage interpersonal relationships, and provide leadership.

• Effective communication in English and Spanish, both verbally and in writing required.
• Ability to read, analyze, and interpret written materials, maintain accurate documentation, and respond appropriately to questions and requests.

• Must have access to use a reliable motor vehicle for independent transportation, valid driver's license, proof of automotive insurance, and maintain a good driving record. Must submit to and pass annual recertification of compliance with CLUES Automobile and Transportation Policy and driving record check.

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and other common software (e.g., database, reporting, client management systems, etc.).
• Must be willing to attend training to advance technical skills and maintain appropriate skill levels to perform job duties.

• Must pass a criminal background check and driving record check. As a condition of continued employment, staff person may be required to submit to and pass these, and additional background checks, including resubmission and reverification.