Homeownership & Financial Specialist

About Somerville Community Corporation (SCC):

We are a membership organization that provides leadership for sustaining the City of Somerville as a vibrant, diverse, and tolerant community. We offer workforce development and digital literacy services and lead community organizing that supports low- and moderate-income Somerville residents in their efforts to achieve economic sustainability and increase civic participation. We are a small team with a big heart for helping those in our community.

Job Summary:

The Homeownership and Financial Specialist is responsible for supporting the Asset Building team with data-keeping, class management, client intake, one-on-one and group financial counseling / education, and additional support as needed.

A Day in the Life of the Asset Building Specialist:

• Serve as the primary presenter / facilitator for the First-Time Homebuyer Seminars via Zoom in the evenings or on Saturdays
• Serves as the primary presenter for monthly Financial Literacy Classes held in person.
• Provides community outreach and recruitment for potential Asset Building program participants in Somerville and its surrounding areas, including the development of social media, flyers, tabling, and by visiting other organizations and programs.
• Conducts one-on-one financial coaching, including the establishment of individual budgets or financial goals and working with program participants to act on those plans, as well as referrals to wrap-around support services, with a total caseload of 50 clients per year.
• Facilitate training (e.g., household budgeting, credit repair).
• Data entry (case management notes and client outcomes) for ongoing case load in Salesforce.
• Fosters and maintain professional and positive communications and working relationships with residents, vendors, contractors, lenders, city staff, and other partners.
• Demonstrates exceptional interpersonal skills, fosters strong working relationships and is adept at interacting with diverse groups of people.
• Excellent verbal and written English communication and presentation skills focused on low- and moderate-income adults.
• Stays current with changing technology, including software and SCC programs.

Minimum Qualifications (Education, Experience, Skills, Abilities):

Bachelor’s degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Excellent working knowledge of computer systems including Zoom, Teams, MS Office Suites with advanced knowledge of PowerPoint. Working knowledge of Salesforce is a plus.

Proficiency in Spanish, Portuguese, or Haitian Creole a plus.

Task-oriented with strong organizational and attention to detail skills.

Self-directed and proven skill to work independently as well as part of a team.

Experienced in scheduling meetings and follow up

Strong analytical and problem-solving skills.

Ability to make appropriate judgment and decisions.

Demonstrated skill in managing multiple projects to drive results.

Works efficiently in a fast-paced and team-oriented environment.

Certificates, Licenses, Registrations:

HUD Homebuyer Counseling Certificate is a requirement.

Location: In person

Duration: Fulltime

Hours: Monday – Friday, 8:30am 4:30 pm or 9:00am -5:00pm, and requires evening hours from 6:00-9:00pm approximately five (5) times per month. Additionally, four Saturdays throughout the year.

Salary Range: $53-56,000 Based on experience & qualifications.

We offer a comprehensive benefits package designed to support our employees' health, financial security, and work-life balance:

• Health insurance — medical and dental coverage
• FSA or HSA — tax-advantaged accounts for healthcare expenses
• Disability insurance — income protection if you're unable to work
• 401(k) plan — to help you save for retirement
• Paid time off — vacation, PTO, and paid holidays
• Parental leave — paid leave for new parents
• Employee Assistance Program (EAP) — confidential support for mental health and personal needs
• Flexible scheduling — flexibility in how and when you work
• Career development — opportunities to grow your skills and advance

Knowledge of Spanish, Haitian Creole, Portuguese is a plus