Financial Capacities Counselor/Coach

Position Type: Housing Date Posted: 5/28/2025 Location: Tejano Center for Community Concerns Date Available: Until Filled Closing Date: Until Filled Additional Information: Show/Hide Tejano Center Financial Capacities Counselor/Coach Job Description JOB TITLE: Financial Capacities Counselor/Coach REPORTS TO: Director of Housing and Community Redevelopment WORK LOCATION: Tejano Center Housing and Community Redevelopment STATUS: Full Time/ Exempt REVISION DATE: 05/28/2025 OVERVIEW: Tejano Center is a mission-driven housing counseling agency committed to promoting housing stability, financial empowerment, and equitable economic opportunities for low- and moderate-income individuals and families.

We offer HUD-certified housing counseling, financial education, and support services to help our clients build assets and achieve long-term financial well-being.

The Financial Capabilities coach is responsible for providing one-on-one and group coaching to clients to help them build financial knowledge, skills, and behaviors that promote long-term economic stability.

The coach empowers individuals and families to achieve their financial goals through education, planning, and strategic support.

In addition, s/he plays a central role in ensuring that the program delivers high-quality services.

Programs at the Homeownership Center include: HUD certified Homebuyer Education and counseling for pre-and-post purchase, Home Preservation services for Foreclosure Prevention and Home Repair.

KEY RESPONSIBILITIES: Financial Coaching & Client Support * Conduct individualized financial assessments to identify client needs and goals.

* Deliver one-on-one coaching sessions focused on budgeting, saving, debt reduction, credit building, and long-term financial planning.

* Develop and monitor customized action plans to help clients achieve financial stability.

* Track client progress and adjust strategies as needed to ensure continued growth.

Education & Outreach * Facilitate group workshops on financial literacy topics such as banking, credit, taxes, and income management.

* Represent the Tejano Center at community outreach events to promote services and build awareness.

* Maintain current knowledge of financial tools, resources, and policy changes affecting clients.

Collaboration & Case Management * Work closely with case managers, employment counselors, and external partners to provide integrated support.

* Maintain accurate and timely documentation in client records and case management systems.

* Participate in internal and partner meetings, including HOC, United Way THRIVE, and Financial Capacities initiatives.

Administrative & Compliance * Provide administrative support to the Director of Housing and Community Redevelopment.

* Submit timesheets and expense reports in a timely manner.

* Ensure compliance with Fair Housing and Civil Rights regulations.

* Offer referrals to community resources not provided directly by the Tejano Center.

QUALIFICATIONS: * Bilingual in English and Spanish (required) * Bachelor's degree in finance, social work, counseling, or a related field * Certification in financial coaching or counseling (e.g., AFC, HUD Housing Counseling) preferred or willingness to obtain * Strong understanding of personal finance principles * Excellent interpersonal and communication skills * Proficiency in Microsoft Office and case management software * Ability to manage multiple tasks and work both independently and collaboratively * Strong written communication skills in both English and Spanish * Commitment to providing exceptional customer service Personal Characteristics: * Empathetic, patient, and nonjudgmental * Highly organized and detail-oriented * Motivated to empower others toward financial independence * Team-oriented with a collaborative mindset * Professional in all interactions with staff, clients, and community partners MENTAL DEMANDS/PHYSICAL DEMANDS/ENVIRONMENTAL FACTORS: * Tools/Equipment Used: Standard office equipment including personal computer and peripherals * Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting * Motion: Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching * Lifting: Occasional light lifting and carrying (less than 15 pounds) * Environment: May work prolonged or irregular hours; occasional districtwide and statewide travel * Mental Demands: Work with frequent interruptions; maintain emotional control under stress This job description describes the general purpose and responsibilities assigned to this job and is not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.

APPLICATION PROCESS: * Please atttach your resume, cover letter, and references to this " Applications will be reviewed on a rolling basis.