Credit Union:

Washington State Employees Credit Union


Olympia, WA.



Job Description:

Homeownership Financial and Mortgage Counselor

If you are highly self-motivated, extremely proactive and have a way of helping people reach that big “Aha” coaching moment, you may have found your dream job! In this role, you’ll be relationship building within a diverse community of low to moderate income first-time homebuyers. Provide 1:1 financial coaching that fosters an environment of trust and respect for those that may have little or no exposure to fiscal management and the path to homeownership. Cultivate positive relationships with individuals and community organizations working to increase homeownership.

As a homeownership counselor you will work in partnership with the Director of Community Homeownership Development, Residential Lending team and WSECU departments, as needed, to deliver a distinct, equitable, attainable program. Ready to learn more!

Your day might include:

  • Collaborating in expanding community networks, partnering, relationship building with community members
  • Participating in evolving products and services that specifically support the program initiative. Managing processes specific to the target demographic, outlining a scalable counseling program that can expand throughout
  • Responding promptly to inquires about homeownership program questions and participation
  • Providing potential homebuyers with a program introduction building member profile
  • Scheduling an orientation, virtual or in-person, 1:1 meeting to discuss the program overview and qualifications
  • Completing an initial financial assessment. Analyzing member data and finances to determine the best course of action for the member
  • Developing an action plan to reach financial goals. Providing tools and understanding to support the objective: A path to homeownership and self-sufficiency. Reviewing and discussing budget plans, debt management and following up with members regularly or as needed
  • Partnering with other WSECU departments in support of member financial well-being and homeownership readiness
  • Expanding ongoing training and education towards financial health continuous learning to further expand the coaching experience for members
  • Creating outreach opportunities with fresh perspectives as market conditions evolve. Topical and relevant classes, homebuyer education workshops, financial fitness workshops, outbound campaigns
  • Providing Director Community Homeownership Development counseling numbers monthly, closing disclosures, prequalification letters from members and update various counseling production reports
  • Maintaining a monthly counseling schedule to ensure appointment availability

What you bring to the team:

  • Minimum of three (3) years of experience in housing counseling and financial coaching services
  • Willing to obtain Certified Housing Counselor certification
  • Strong understanding of home purchase and financing process
  • Knowledge of housing trends and issues relevant to affordable homeownership
  • Knowledge of statutory and regulatory framework relevant to homeownership, Fair Housing other federal, state, and local rules
  • Requires Train the Trainer certification, Homebuyer Education and Financial Capabilities/Financial Fitness/Coaching certifications with ongoing planning recertification every two years
  • Ability to collaborate in the development of services available to low-moderate income individuals and families
  • Effective listening skills and the ability to analyze information and form clear and concise recommendations
  • Strong oral & written communication skills to effectively communicate with members, staff & management

Bonus Points if you have:

  • Bi-lingual skills, as we serve a diverse community with multiple language needs

Competitive pay: $26.51 – $39.77 per hour, dependent on applicable qualifications

Perks: Excellent benefits package; including retirement options and paid leave

Where we’re located:  330 Union Ave SE, Olympia, WA

When you’d work: Monday – Friday, 8:30 am-5:30 pm, with scheduling flexibility required to meet the service needs of this full time, non-exempt position