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2 Dec 2021

Full-Time Housing & Financial Literacy Counselor – Foreclosure Program

CouleecapHR – Posted by CouleecapHR La Crosse, Wisconsin, United States

Job Description

COULEECAP

Job Description:  Housing and Financial Literacy Counselor – Foreclosure Programs

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SALARY LEVEL:  Grade 20                                                                                          Date:  September 2021

SUMMARY:  Provides programs and services to existing homeowners.  Manages the intake and outreach for foreclosure programs which includes determining eligibility for assistance programs, managing the intake and application process, completing a financial assessment, providing referrals for other services and providing financial counseling to participants.  Working with existing homeowners by providing credit and financial literacy education. Administer foreclosure prevention and financial counseling programs for existing homeowners facing foreclosure.

 ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

Supports and upholds Couleecap’s mission to fight poverty and promote self-sufficiency for individuals by helping to identify needs, mobilize resources, and provide quality services.

Answers phone calls about and assists program participants in the foreclosure and mortgage payment assistance application process, which may include applicant and property eligibility, and gathering income and financial documents.

Develop and administer financial literacy programs targeting households who currently own their own home.  This program will provide individual financial counseling, budgeting, and credit counseling to help homeowners become financially sound and successful.

Provides action plans and referrals to households and follows up on those action plans until the housing counseling goals are accomplished.

Closes out initial financial literacy and housing counseling files and completed program files as they are completed.

Administer foreclosure prevention programs.  Programs will provide foreclosure counseling and financial counseling including budgeting, credit, and household finance to those facing foreclosure.  Administer payments provided to households to help with their mortgages and makes referrals as needed.

Completes all necessary reports, data entry, purchase orders, and other documentation as required.  Maintains client files.

Prepares, reviews, and complies data to ensure it is ready to be reported to HUD.

SUPERVISORY RESPONSIBLITIES:  None.

 QUALIFICATION REQUIREMENTS:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 EDUCATION and/or EXPERIENCE:  Requires completion of a bachelorette degree in a college or university or 1 to 2 previous years’ experience, the equivalent combination of education and experience.

 LANGUAGE SKILLS:  Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of the organization.

 MATHEMATICAL SKILLS:  Ability to add, subtract, multiply, divide, calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

 REASONING ABILITY:  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

 CERTIFICATES, LICENSES, REGISTRATIONS:  Access to reliable, licensed, insured driver and transportation. HUD Counseling Certification must be obtained within six months of hire.

 OTHER SKILLS and ABILITIES:  Some knowledge and understanding of problems created by poverty.  Ability to establish effective working relationships with the clients, public, and other community professionals.  Ability to keep accurate records and make reports.  Ability to communicate clearly in written articles, reports and emails. Stability, resourcefulness, good judgment, tact, and courtesy.  Knowledge of office procedures, terminology, and equipment.  Ability to maintain confidentiality.  Computer experience required. Some knowledge of credit and financial concepts, mortgage financing or real estate preferred.

 PHYSICAL DEMANDS:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear.  The employee frequently is required to stand, walk and reach with hands and arms.  The employee is occasionally required to stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job for driving include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

 WORK ENVIRONMENT:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.  This position primarily works via telecommuting with regular team meetings required.

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How to Apply

Go to the Couleecap website to apply online.

Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 20,000 - 40,000.

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