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Financial Coach | Hacienda CDC

Hacienda CDC is a Latino Community Development Corporation that strengthens families by providing affordable housing, homeownership support, economic advancement and educational opportunities.

Hacienda CDC was formed in 1992 to provide necessary housing and supportive services in a low-income, predominantly Latino community. We provide safe, stable homes for over 1600 individuals each year, and over half of those individuals are children. Hacienda has since expanded its reach, embracing a holistic approach to development and serving Latinos throughout Portland with programs in Community Economic Development, Homeownership Support, and Youth & Family Support Services. We have grown to become Oregon’s largest Latino-led, Latino-serving housing organization and remain a trusted name in the Latino population.

Title: Financial CoachNote: Must speak Spanish Location: Portland, ORSalary: $17-20/hour DOE, full-time, non-exemptBenefits: Medical, dental, vision, alternative health care, section 125 flexible spending account, 401k, employee assistance program, life insurance, long term disability, AD&D, vacation accrual, sick leave accrual, holidays, and personal days


The Economic Opportunity Department at Hacienda CDC aims to improve and preserve the financial outlook, capability and assets of the clientele we serve. The position of Financial Coach supports that work by providing holistic, one-on-one financial coaching and housing counseling in order to engage and motivate clients, and develop a plan of action to help clients reach their financial goal(s). The Financial Coach will also work to support all of the department programs including Financial Capabilities, Camino a Casa/Pre-Purchase Program and our Foreclosure Prevention Program.


• Conduct one-on-one counseling sessions for homeowners seeking assistance in pursuing homeownership or seeking to avoid foreclosure.

• Provide information and education to clients concerning (based on need) financial wellness, homeownership purchase and foreclosure process timelines, various mortgage and down payment assistance programs, home retention and home liquidation options.

• Provide education and advocacy for homeowners on Oregon’s Foreclosure Avoidance Program and other avenues of assistance available to potentially new or struggling homeowners.

• Work with clients to complete a detailed financial assessment including but not limited to: 1. Money management, by providing and creating a budget or expense tracking mechanism, calculating household budget surpluses or deficits and ratios, and explaining housing ratios and affordability and discuss possible debt restructuring options; 2. Credit, by pulling, reviewing and understanding credit reports to assist clients in reaching their financial goals; 3. Savings, by discussing the importance savings and developing a savings plan that includes emergency and other longer-term savings as necessary; 4. Educating clients on understanding various mortgage terms and terminology when purchasing a home, as well as the foreclosure process in Oregon; 5. Creating individual action plans and providing ongoing support and following up to help participating households to reach their financial goal(s).

• Coordinate referrals, follow-ups, and inter-agency relations related to all counseling/coaching services.

• Maintain comprehensive and confidential client records and statistics in an electronic database in accordance with the Department of Housing and Urban Development (HUD) and Oregon Housing & Community Services (OHCS), as well as comply with all City, State, Federal and funder requirements.

• Follow and adhere to all aspects of the National Industry Standards for Homeownership Education and Counseling.

• Managing an equitable caseload of clients.

• Coordinate and conduct workshops (including some Saturdays) relating to homeownership and avoiding foreclosure as well as conduct or participate in other Hacienda sponsored group education or outreach efforts.

• Support and participate in related outreach activities including but not limited to community fairs, neighborhood associations and presentations to community organizations.

• Build, foster and maintain professional collaborations with other agencies and organizations active in obtaining and maintaining homeownership, including but not limited to lenders, realtors, attorneys, governmental housing agencies and local social service agencies.

• Provide language‐appropriate counseling and translation as needed.

• Ability to articulate the mission, objectives and programs of the organization and department.

• Develop and maintain testimonials of program participants.

• Other duties as assigned.

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