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Another Source · 2 weeks ago

Homebuyer Program Specialist - Housing Trust of Silicon Valley

San Jose, CA

Full-time

Hybrid

Mid Level

$70K/yr - $85K/yr

3+ years exp

Another Source’s client, Housing Trust of Silicon Valley, is seeking a Homebuyer Program Specialist to support their First-Time Homebuyer programs. This role involves managing client interactions, providing education on home purchasing processes, and coordinating community outreach events to promote homeownership opportunities.

ConsultingHuman ResourcesStaffing Agency

Hiring Manager

Jessica Kingery, MBA

Responsibilities

Manage interest forms and pre-screenings for homebuyer programs:

Process homebuyers’ interest forms; review household and financial information; pre-determine if homebuyers meet eligibility requirements to move to the pre-approval process

Manage a caseload of clients interested in becoming homebuyers

Inform homebuyers about program guidelines and requirements; and educate them about the home purchasing process and mortgage financing with our down payment assistance programs

Provide one-on-one education and guidance to applicants at every stage of the process from pre-screening to application submission, obtain any missing or incomplete information; and assist with filling out required disclosures or help with uploading documents on the secure platform

Create and maintain up to date and accurate records of homebuyer interaction, progress, and outcomes in customer relationship management (CRM) database and provide various reports

Collaborate with loan processors and underwriters to ensure a seamless and effective onboarding process of applications

Answer general inquiries about the homebuyer programs, including eligibility requirements, qualifications, benefits, and application process from homebuyers, realtors, lenders, and other community housing partners

Coordinate, facilitate and/or lead virtual and in-person, community outreach events; prepare presentations, training, and workshops of Housing Trust’s down payment assistance programs, for homebuyers, lenders, and realtors

Manage event logistics including scheduling, preparing materials, setting up webinars, drafting e-blasts, managing registrations, answering inquiries, securing venues, etc

Provide post-event follow-up, including updating participant databases, posting/emailing presentation slides, resources, surveys, etc

Track and report participation, inquiries, and outcomes for program reporting purposes

Collaborate with other organizations to promote homebuyer programs and homeownership opportunities in the community

Work closely with the manager, as well as the Development and Communication team, to ensure outreach and marketing campaigns are coherent and impactful

Represent Housing Trust at community and partner events to promote homeownership opportunities

Assist in the development and maintenance of program forms, FAQs, and reference materials

Keep abreast of the latest local, state, and federal down payment assistance programs, as well as other resources available to homebuyers and current issues in the home-buying market for low and moderate-income buyers

Support quarterly reporting and data collection for the homebuyer programs

Contribute to process improvements, client communications, and outreach strategies

Qualification

Affordable housing experienceMortgage lending knowledgeHomebuyer educationCRM proficiencyMicrosoft Office proficiencyCustomer service skillsAnalytical skillsSpanish proficiencyVietnamese proficiencyPresentation skillsTime managementOrganizational skills

Required

Bachelor's degree preferred in human services, business, housing, or related field

Minimum 3–5 years of relevant experience in affordable housing, mortgage lending, real estate, housing counseling, or homebuyer education (nonprofit or financial institution experience strongly preferred) or an equivalent combination of training and experience

Possess a good understanding of housing counseling program components, mortgage lending basics, the home purchasing process and local, state, and federal down payment assistance programs and resources

Strong computer literacy skills. Proficiency in Microsoft Word, Excel, Outlook, Adobe Acrobat, Power Point, and familiar with CRM (Salesforce) and File Sharing (Box) systems, and virtual platforms (Zoom, Teams, etc.)

Exceptional customer service and presentation skills required

Strong writing, analytical and verbal communication skills required

Strong time management, organizational skills, and ability to manage multiple tasks while exhibiting strong attention to detail and a high level of accuracy

Ability to respond quickly and effectively to changing demands while continually delivering high performance and meeting deadlines

Ability to work effectively in a team environment and collaborate across various levels of diversity including race, color, national origin, ancestry, sex, marital status, disability, religious or political affiliation, actual or perceived gender identity, age, or sexual orientation

Embrace a work culture that celebrates creativity and innovation. Operate with the highest degree of integrity

Must hold a valid driver's license