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Housing Trust Silicon Valley · 1 day ago

Homebuyer Program Specialist

San Jose, CA

Full-time

Onsite

Mid Level

$33/hr - $40/hr

3+ years exp

Housing Trust Silicon Valley is a nonprofit organization dedicated to creating affordable housing opportunities in the Bay Area. They are seeking a Homebuyer Program Specialist to manage client education and outreach for their First-Time Homebuyer Program, ensuring a positive experience for potential homebuyers and supporting the success of downpayment assistance initiatives.

LendingSocial Impact

Hiring Manager

Lupita Lourdes Medina, SHRM-CP

Responsibilities

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

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

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 experienceHousing counseling experienceMortgage financing knowledgeCRM proficiencyCustomer service skillsPresentation skillsAnalytical skillsSpanish proficiencyVietnamese proficiencyOrganizational skillsTeam collaboration

Required

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

Three (3) to Five (5) years of relevant experience in affordable housing, mortgage lending, or real estate, and a minimum of two years of direct experience in housing counseling, or homebuyer education programs. Nonprofit or financial institutional experience strongly preferred

Intermediate level understanding of housing counseling program components, homeowner assistance programs, mortgage financing, the home purchasing process and local, state, and federal down payment assistance programs and resources

Strong computer literacy skills. Proficient in Microsoft Word, Excel, Outlook, Adobe Acrobat, Power Point and familiar with CRM (Salesforce) and File Sharing (Box) systems

Strong 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

Preferred

Proficiency in verbal and written Spanish or Vietnamese, desirable

Benefits

Medical, dental, and vision coverage fully paid for employees, with 50% of premiums covered for eligible dependents, subject to plan terms

Employer-sponsored 401(k) plan with a 3% employer contribution and an additional employer match of up to 2%, in accordance with plan guidelines

Generous paid time off, including three weeks of vacation, twelve paid sick days, eleven paid holidays, and a paid year-end office shutdown, in accordance with company policy.

Eligibility for an annual performance-based bonus

Tuition reimbursement and and additional benefits, subject to program guidelines