Homebuyer Program Specialist Housing Trust

Another Sources clientHousing TrustSilicon Valley is recruiting aHomebuyer Program Specialistto join their team in San Jose CA.Housing Trust provides a flexible work schedule for their team allowing you to enjoy the balance of in-office and remote days each week.

Housing Trust (HT) is looking for exceptional people who believe that safestableaffordable housing opens the door to better living for everyone.We embrace diversity. We nurture it and we thrive on it because itbenefitsour organization our partners and our community. We are seeking a mission and results driven individual for an amazing opportunity in ourHomebuyer Programsteam.

Mission and History

Housing Trust is leading the effort to create astrongaffordable housing market in the greater Bay Area as one of the regions highest-volume nonprofit housing lenders. Serving people experiencing homelessness to renters to first-time homebuyers weassista wide range of residents with programs across the entire spectrum of housing issues. Since 2000 Housing Trust has invested $690 million creating over 28700 affordable housing opportunities serving over 53800 of our neighbors.

Learn more about the impact being made at Housing Trust: Overview

Have you ever helped someone unlock the door to their first home achieving their dream of homeownership As a Homebuyer Program Specialistyoulldo more than provide great customer serviceyoullserve as the primary point of contact for homebuyers lenders Realtors and community housing partners guiding interested homebuyers and applicants frominitialinquiry through application submission.

Reporting to the Manager Homebuyer Programs you will play a key role in administering affordable homeownership programs guiding prospective homebuyers through a highly regulated andultimately highlyrewarding process frominitialinquiry to application. This includes reviewing eligibility educating applicants and coordinating with lenders Realtors housing counselors and community partners to ensure program requirements are met accurately and consistently. Success in this role requires exceptional organization attention to detail sound judgment and the ability to manage multiple priorities while providing exceptional support to homebuyers in a fast-paced compliance-driven environment.

Unlike many roles you may find in residential real estate this is not a commission-based mortgage sales position. There are no sales quotas or production targets. Instead you will support homebuyer down paymentassistanceprograms with integrity helping applicants navigate one of the most important financial decisions of their lives.

KeyResponsibilities

Homebuyer Interest Management & Client Services (40%)

• Manage interested homebuyer and applicant files frominitialinquiry through application submission ensuringtimelyfollow-upaccuratedocumentation and compliance with program requirements.

• Serve as the primary point of contact for interested homebuyers and applicants providing education guidance and support through phone Zoom email and other channels throughout the pre-screening and application process.

• Explain program guidelines eligibility requirements mortgage financing concepts and the homebuying process to interested homebuyers.

• Process homebuyer interest forms and review household and financial information to conduct preliminary eligibility assessments; review applicant documentation for completeness and accuracy following up to obtain missing or incomplete information.

• Assistapplicants in completing required disclosures andsubmittingdocumentation through secure online platforms.

• Maintainaccurateandtimelyrecords of homebuyer communications file notes eligibility application status and outcomes in the Customer Relationship Management (CRM) system.

• Collaborate with loan processors underwriters lenders and internal staff to support efficient application onboarding and respond to inquiries from Realtors lenders and community partnersregardingprogram eligibility and procedures.

Program Administration & Operations (35%)

• Maintain organized homebuyer and applicant files and program documentationin accordance withprogram guidelines and reporting requirements managing multiple files simultaneously while meeting deadlines.

• Prepare reports andmaintainaccurateprogram data related to inquiries applicant activity participation outcomes and performance metrics.

• Support quarterly reporting data collection compliance documentation and program monitoring activities.

• Assistwith the development and maintenance of program forms FAQs reference materials and homebuyer communications.

• Identifyopportunities to improve administrative workflows and program effectiveness.

• Stay informed about local state and federal down paymentassistanceprograms housing resources mortgage financing practices and current issues affecting low- and moderate-income homebuyers.

Community Outreach & Education (25%)

• Coordinatefacilitate and/or deliver virtual and in-person homebuyer education workshops community presentations and outreach events as assignedrepresentingHousing Trust to promote homeownership opportunities.

• Prepare presentations training materials and educational resources related to homeownership programs and down paymentassistance.

• Manage event logistics: scheduling registration webinar setup materials preparation and post-event follow-up and track outreach participation and outcomes for program reporting.

• Collaborate with community organizations lenders and Realtors to expand awareness of homeownership opportunities.

Qualifications& Experience

Required Qualifications

• Bachelors degree in business finance communications education human services public administration or a related field or an equivalent combination of education and relevant experience.

• 3 to 5 years of relevant experience in program administration customer service nonprofit programs financial services real estate case management or another client-facing environment involving documentation review and client support.

• Comfortable working with numbers and basic financial information reviewing financial documentation performing routine calculations and explaining basic concepts.

• Strong customer service and communication skills (written and verbal) with the ability to educate guide and support homebuyers and applicants individually and in groups through processes and requirements involving varying levels of knowledge and experience.

• Strong attention to detail with the ability to review documentation maintain accurate records manage multiple files and ensure compliance with program requirements.

• Ability to handle confidential financial and personal information with discretion maintaining compliance with privacy data security and organizational confidentiality requirements.

• Strong organizational and time management skills with the ability to prioritize competing responsibilities meet deadlines and adapt to changing priorities.

• Proficiencywith Microsoft Office Suite (Word Excel Outlook PowerPoint) and Adobe Acrobat and the ability to learn and effectively use CRM and document management systems.

• Mustpossessa valid drivers license and be able to travel locally to conduct workshops attend outreach events and meet with lending and community partners as needed.

Preferred Qualifications

• Experience in affordable housing homebuyer education housing counseling down paymentassistanceprograms mortgage lending or financial education.

• Familiarity with basic mortgage and lending concepts and experience reviewing income household financial or eligibility documentation.

• Experience using Customer Relationship Management (CRM) systems such as Salesforce and electronic document management systems such as Box.

• Experiencefacilitatingworkshops presentations or community education and outreach activities.

• Experience working in a nonprofit government housing or financial institution environment.

• Bilingualproficiencyin a language reflecting the communities we serve is a plus.

Compensation

Housing Trust offers a competitive compensation package including a bonus plan and benefits. This is a non-exempt full-time position. Hourly rate for this position is $33.66-$40.87.

Total Compensation and Benefits

Housing Trusts total compensation package includes a comprehensive benefits program designed to support employees health financial well-being and work-life balance including:

• Medical dental and vision coverage fully paid for employees with 50% of premiums covered for eligible dependents

• Employer-funded 401(k) contribution of 3% plus anadditionalemployer match of up to 2%

• Generous paid time off including three weeks of vacation twelve paid sick days eleven paid holidays and a paid year-end office shutdown

• Eligibility for an annual performance-based bonus

• Tuition reimbursement program andadditionalbenefits

Housing Trust is an equal opportunity employer to all regardless of race color national origin ancestry sex marital status disability religious or political affiliation actual or perceived gender identity age or sexual orientation. Housing Trust is committed to diversity equity and inclusion. We aspire to be a diverse and inclusive organization. We are committed to recruitingretaining and promoting diversity in our workforce and leadership toreflectthe communities we serve. We believe differences inlived-experiences cultural backgrounds and diversity of thought are our strongest assets and contribute to our success.

Another Source works with their clients on a retained project basis.We are committed to building inclusive candidate pools as we partner with hiring teams.As youread throughthe job posting and review the list of qualifications (and/or preferred) please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.

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