Homeownership Advisor/Financial Coach

The Homeownership Advisor/Financial Coach provides individualized counseling and education services to Trellis clients and leadership to the Homeownership Center. The Homeownership Advisor/Financial Coach will assist the Chief Homeownership Officer with training for team members and clients and prepare various management reports as assigned. The Homeownership Advisor/Financial Coach uses independent judgment and discretion to determine the customer’s options for homeownership and home preservation.

QUALIFICATIONS

To perform in this position 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 EXPERIENCE

Experience – Minimum of 5 years’ experience in housing/credit counseling, mortgage servicing, or mortgage lending including experience with individual borrower financial/budget analysis and customer service.

Education - Bachelor's degree (B. A.) or Associates degree and five (5) years related experience and/or training, or equivalent combination of education and experience.

Please Note: there will be courses provide by Trellis to complete within 3 months of hire date.

Spanish strongly preferred.