cdcb

Non-profit housing developer with affordable homes

Housing Advisor & Financial Coach

Case Management & AdvocacyConfirmed live in the last 24 hours

Full-timeBrownsville, TX, USA$35k - $40kIn-person

About the Job

Requirements

Fluency in Spanish is required.
A high school diploma or general education degree (GED) or higher, one to two years of related experience and/or training, or an equivalent combination of education and experience is required.
Proficiency with Microsoft programs and email is required.
Ability to work in close contact with small and large groups is required.
Required certifications must be obtained within six months of the hire date if not already held at the time of hire.

Responsibilities

Provide one-on-one coaching and counseling for participants in CDCB programs, including homeownership, home preservation, CLC clients, and general members of the community.
Assist borrowers in default or at risk of foreclosure in preparing information and documentation required by the servicer to evaluate workout options and develop an acceptable repayment plan.
Follow up with servicers and borrowers as needed to confirm receipt by the servicer, address package deficiencies, inquire about case status, and escalate as needed.
Assist clients in establishing a work plan to reach their financial goals.
Assess each client’s household financial profile and financial health to determine appropriate recommendations to improve credit, savings, and capacity to reach financial goals.
Monitor participants’ progress toward financial goals and home purchase through follow-up appointments.
Document and maintain client files.
Enter all case information into the Outcome tracker for accurate monitoring and reporting.
Travel to meet with clients and provide necessary housing advising and financial coaching on-site.
Provide group financial literacy classes.
Develop and maintain relationships with community partners.
Carry out additional duties as assigned.

About Us

Founded in 1974, cdcb | come dream. come build provides safe, sanitary affordable housing to the citizens of South Texas, and is one of the largest non‐profit producers of single‐family housing for homeownership in Texas. cdcb is a multifaceted affordable housing organization devoted to utilizing collaborative partnerships to create sustainable communities across South Texas through quality education, model financing, efficient home design, and superior construction.

Our dedicated team members work to improve the lives of low to moderate families and individuals to grow wealth and improve families educational, housing, and financial security. We offer industry competitive compensation, excellent benefits with a five-decade old firm. cdcb is an inclusive and exciting work environment. We are looking for a knowledgeable and self-motivated individual to join our team.

Summary

The Housing Advisor/Financial Coach’s responsibility is to provide participants with financial coaching and housing counseling to assist them to achieve financial security and build financial health and wealth. Specifically, they work with individuals and clients with one-to-one financial coaching to engage them in a process to reach their individual financial goals. In addition, financial coaches provide financial education workshops.

Duties and Responsibilities

Provide one-on-one coaching/counseling for participants of CDCB’s programs including homeownership, home preservation, CLC clients and general members of the community.
Assist borrowers in default or at risk of foreclosure in preparing the information and documentation required by the servicer for evaluation of workout option in foreclosure prevention and creating an acceptable repayment plan.
Conduct follow up communications with servicers and borrowers as needed to ensure receipt by servicer, address deficiencies in package, inquire about status of cases and escalate as needed.
Assist clients in establishing a work plan to reach their financial goals.
Assess each client’s household financial profile and financial health in order to determine appropriate recommendations to improve credit, savings, and capacity to reach financial goals.
Monitor participants progress toward financial goals and home purchase through follow up appointments.
Document and maintain client files.
Enter all case information into Outcome tracker to allow for accurate monitoring and reporting.
Travel to meet with clients and provide necessary housing advising and financial coaching on-site.
Provide group financial literacy classes.
Develop and maintain relationships with community partners.
Carry out additional duties as assigned

Required Qualifications, Skills and Experience

Fluent in Spanish.
High School Diploma or general education degree (GED) or higher; one to two years related experience and/or training; or equivalent combination of education and experience.
Proficiency with Microsoft programs and email.
Must be able to work in close contact with small and large groups
Required certifications must be obtained within six (6) months of the hire date, if not already held at the time of hire.

Supervisory Responsibilities

Compensation and Benefits

Salary – $35,000 - $40,000 - Based on Experience
Bonus – Based on production goals met
100% of premium for health, vision and dental benefits paid by cdcb.
Life Insurance
401K retirement plan (no match required)
16 paid holidays
Vacation Days - Based on Length of Service
Personal Days - Based on Length of Service

cdcb IS AN EQUAL OPPORTUNITY EMPLOYER

About the Company

cdcb

Non-profit housing developer with affordable homes

CDCB is a non-profit housing developer serving Cameron and Willacy Counties in the Rio Grande Valley. It combines real estate development, property management, mortgage lending, and financial counseling to create affordable single-family homes. Its DreamBuild program uses modular homes built at The Farm that can expand as a family’s finances improve and are designed to be disaster-resilient and energy-efficient, supported by the RGV Multibank and the Community Loan Center for affordable financing. The organization aims to build sustainable communities by increasing affordable homeownership and improving financial stability for low-income families, differentiating itself by offering housing plus integrated lending and wealth-building services at scale.

Company size: 11-50
Company stage: Not listed
Total funding: Not listed
Headquarters: Brownsville, TX
Founded: 1974

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