Dedicated Volunteer Financial Success Coach

Description

Classification

Dedicated Volunteer; non-employee position

Schedule: Part-Time (20 hrs per week), flexible based on candidate and program needs

Office Location: Headquarters in Pinellas

Reports to

Homeowner Services Leadership

Job Summary/Objective

The Financial Success Coach provides individualized support, education, and accountability to homeowner candidates experiencing financial challenges on their path to homeownership. Working alongside Homeowner Services staff, the coach helps candidates strengthen financial habits, establish goals, maintain a household budget, follow approved financial action plans, and connect with appropriate resources.

This is a coaching and support role. It does not include underwriting, program eligibility decisions, lending decisions, or professional financial or housing counseling.

Supervisory Responsibilities

None.

Duties/Responsibilities

Meet individually with assigned homeowner candidates to identify financial goals, barriers, and next steps.

Help candidates develop and maintain realistic household budgets using Habitat-approved tools and materials.

Coach candidates on savings, spending, bill payment, financial organization, and other healthy financial habits.

Establish achievable goals and provide ongoing accountability, encouragement, and follow-up.

Help candidates understand and follow financial action plans developed through the Habitat program.

Connect candidates with Habitat-approved education, community resources, and qualified professionals when needed.

Document coaching activities, goals, progress, and referrals using Habitat-approved systems.

Coordinate with Homeowner Services staff when additional assistance, review, or intervention is needed.

Maintain strict confidentiality of candidate financial and personal information.

Role Boundaries

The Financial Success Coach will not:

Determine program eligibility, mortgage readiness, or creditworthiness.

Make or recommend underwriting, lending, approval, denial, or continued-participation decisions.

Provide legal, tax, investment, credit-repair, debt-management, lending, or other professional financial advice.

Negotiate with creditors or dispute credit information on behalf of candidates.

Recommend specific loans, lenders, credit products, or other financial products.

Represent themselves as a HUD-certified housing counselor unless appropriately certified and specifically authorized by Habitat.

Competencies

Strong interpersonal, communication, coaching, and active-listening skills.

Ability to discuss financial challenges respectfully and without judgment.

Strong organization, documentation, and follow-up skills.

Ability to maintain confidentiality and clear professional boundaries.

Commitment to fair, consistent, and equitable treatment of all homeowner candidates.

Education, Experience and Attributes

Familiarity with household budgeting, savings, credit, and financial goal setting.

Experience in financial services, housing, coaching, social services, education, or community development preferred.

Experience working with low- and moderate-income households preferred.

Completion of required Habitat screening and training, including Fair Housing, Equal Credit Opportunity, confidentiality, financial coaching, data security, and referral procedures.

Work Environment

Coaching may occur in an office, virtual, classroom, or community setting. The role routinely uses computers, phones, email, video conferencing, and Habitat-approved systems.

Physical Demands

Prolonged periods of sitting and working on a computer.

Ability to communicate effectively in person, by phone, and through virtual platforms.

Other Duties

This description is intended to summarize the primary responsibilities of the volunteer role and is not an exhaustive list. Responsibilities may be adjusted based on program needs and applicable requirements.

Habitat for Humanity Tampa Bay Gulfside is committed to providing inclusive volunteer opportunities and to the fair and respectful treatment of all candidates, homeowners, staff, and volunteers.