Silverton Mortgage · 21 hours ago
Homeownership Coordinator
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
$20/hr - $28/hr
2+ years expSilverton Mortgage is an acknowledged industry leader within the mortgage community, dedicated to providing education and guidance to individuals seeking assistance with homeownership. The Homeownership Coordinator will deliver one-on-one coaching, conduct workshops, and ensure compliance while managing client files and data.
ConsultingLegalMortgageReal Estate
Responsibilities
Deliver one-on-one coaching sessions in compliance with HUD standards. (10 families per week)
Assist clients with Pre-purchase guidance:
Credit and budget coaching until credit scores are within reasonable range for mortgage qualification
Develop individualized action plans to assess net income and follow-up strategies
Assist Community Lending team with the preparation of curriculum
Conduct Homeownership workshops (in person and virtual)
Schedule and manage invitations to all educational workshops
Develop and deliver homebuyer education (co-teach with CL MLOs)
Assist customers with credit and budgeting questions
Develop and deliver training on mortgage products (co-teach with CL MLOs)
Track attendance and report outcomes
Assist marketing and community lending team with maintaining all social media pages
Maintain complete, accurate, and compliant client files
Enter all client data into the required CRM (Insellerate), that does not populate from LOS. (Credit scores, dpa awarded if applicable, referral source, credit coaching notes, calendar invites to schedule monthly follow up with borrower)
Ensure documentation meets organizational quality standards
Stay updated on mortgage guidelines (FHA/USDA/VA/Conventional loan basics) and down-payment assistance programs to provide assistance to customers
Build relationships with community organizations, real estate partners, housing authorities, lenders, etc
Complete monthly and quarterly reports on client outcomes. Reports must be shared with corporate partners that have requested monthly or quarterly reports
Track successful measures such as credit improvement, budgeting progress, and homebuyer readiness
Track referrals (employee leads) from corporate partners
Qualification
Required
2 years HUD Housing Counselor coach preferred
Strong knowledge of fair housing laws, mortgage basics, and consumer protections
Excellent communication and interpersonal skills
Ability to provide empathetic, client-focused service while maintaining compliance
Strong documentation and organizational skills
Availability to work evenings and weekends
Preferred
Experience with homebuyer education programs, DPA programs, or nonprofit housing agencies
Familiarity with loan origination or mortgage lending
Bilingual skills are a plus, not necessarily required
Company
Silverton Mortgage
Founded in 1998, Silverton Mortgage is a recognized industry leader within the mortgage community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Strain
Chief Operating Officer
Company data provided by crunchbase