Housing Services Specialist - San Bernardino, United States - Nhsie

Description

Job Description

Job Description

Classification Standards:

The Housing Services Specialist works under the supervision of the Housing Services Program Manager. Primary responsibilities will include administration and coordination of tasks related to Homeownership/Realty/Lending preparing homebuyers for ownership. This process includes responding to client queries, scheduling coaching and class appointments, community outreach, maintaining client files, entering data into databases, coordinating work between agency departments, and supporting lending and homeownership staff as needed. The Housing Services Coordinator will work in a high volume, fast paced environment so the selected candidate must have the temperament to manage all requirements of the job effectively while remaining poised. (HSS will work within the homeownership department for 70% and within the lending/ realty department 30%).

Minimum Qualifications:

Bachelor's Degree or equivalent experience in a professional working environment is preferred. A minimum of two years' experience in an administrative support or coordination capacity is required. The selected candidate will possess a strong technical aptitude and adapt quickly to software systems, demonstrate the ability to conduct data analysis, and be able to complete tasks timely and efficiently with great accuracy and attention to detail. The candidate must demonstrate the ability to meet deadlines and have the capacity to manage multiple responsibilities including trouble shooting and resolving problems independently. The selected candidate must be able to receive, review, and enter data into computer management tracking systems according to established procedures as well as extract data and produce reports within completion deadlines. Prior experience in successfully collaborating with a client management database and an appointment scheduling database is desired. The selected candidate must be initiative-taking, demonstrate initiative, and maintain confidentiality.

Essential Job Functions:

• Responsible for promptly answering phones, assessing caller needs and directing them to appropriate referral resources. Ensure that program reports (internal and external use) are generated accurately and on time.
• Communicate effectively in person and in writing.
• Work with NHSIE approved 1st mortgage lenders, realtors, processors, title, escrow, and underwriters to assist with smooth closings and well communicated dates and documentation needs.
• Manage and track customers through all stages of loan pipeline, coordinating workflow with processor, underwriter, and funder.
• Work with partners to expedite loan process for customers.
• Responsible for keeping up to date information on affordable 1st mortgage lending products as well as down payment assistance programs available to buyers within Riverside and San Bernardino Counties.
• Perform activities to increase awareness of available loan products.
• Provide general information about loan products in response to inquiries and referrals.
• Develop and maintain relationships with outside entities that will provide leads and access to potential borrowers for NHSIE's loan programs.
• Provide one-on-one coaching support to clients participating in NHSIE's Homeownership programs.
• Work with potential homebuyers to identify appropriate first mortgage, down-payment and closing cost assistance programs based on individual needs and client readiness.
• Counsel and interview clients with respect to their overall financial situation as it relates to home ownership, budgeting, debt reduction, credit re-building and education.
• Create a budget and detailed action plan for all clients to conduct individualized financial analysis.
• Collect and maintain timely and accurate client data needed to qualify for various down payment assistance programs.
• Keeps track of received data and source documents.
• Create and ensure completion of a client's file per organizational and HUD guidelines along with schedule follow-ups.
• Adhere to all guidelines related to the confidentiality of client records and information and requirements per the HUD Housing Counseling Handbook and National Industry Standards for Homebuyer Education and Counseling.
• Must understand monitoring and reporting compliance as it relates to HUD and the Homeownership Housing Services Specialist guidelines.
• Proactively manage workload, calendar, and client appointments to help meet the goals of the organization and serve the client effectively.
• Assist in preparation and facilitating education classes and workshops which may include some evenings and weekends.
• Prepares and sorts source documents and identifies and interprets data to be entered.
• Receives files and retrieves forms, correspondence, and documents from homeowners.
• Contacts preparers of source documents to resolve questions, inconsistencies, or missing data.
• Confirms accuracy of data such as social security, address, financial statements, bank statements, tax returns, and profit and loss statements.
• Assist Housing Manager with special projects as assigned and other tasks deemed necessary to achieve overall goals and operate a successful program.
• Assists in establishing and maintaining an effective and efficient records management system.
• Maintains and stores confidential information.
• Update files and maintain records in Salesforce, Calendar Spots, & Data Safe Cube client management systems.
• Coordinate calendars, schedules, meetings, trainings, and outreach events.
• Troubleshoots and resolves problems as needed as they arise with clients.
• Provides support to lending and homeownership staff as needed.
• Coordinates the administration of literature and various department programs.
• Performs general administrative and clerical support as needed.
• Composes written correspondence, reports and other documents as required.
• Maintains excellent client follow- up per HUD guidelines.
• Participates in event planning and outreach events as needed.
• Maintain current HUD Counseling Certification or take and pass exam within 90 days of employment.
• Prior experience working in a mortgage lending, community development, housing counseling environment is a plus as is experience working within a high-volume environment.
• The ability to quickly build a rapport with clients and partners of diverse backgrounds is desired. Knowledge of nonprofit lending, community-based housing counseling, foreclosure prevention, real estate, and lending principles.
• Knowledge of loan management software such as Calyx Point, Mortgage Office, or Servicer 3D and client management system such as Sales Force.
• Strong oral and written communication and presentation skills.
• Must be able to keep all interested parties updated with status on a regular and ongoing basis.
• Demonstrate organizational and computer skills and the ability to oversee multiple tasks.
• Ability to work both independently and in a team environment.
• Demonstrate sales ability and exceptional customer service skills.
• Ability to identify and act on new lending opportunities.
• The ability to quickly build a rapport with clients and partners of diverse backgrounds is desired.
• Performs other duties as assigned and necessary.

Interested applicants may submit a cover letter and resume to

This is a forty (40 hours a week non-exempt position on site and remote. This position will require some weekend and evening work. It will also require local travel throughout the Inland Empire. This job is a hybrid position. Work-related mileage will be reimbursed.

NHSIE is an Equal Opportunity Employer

Company DescriptionNHSIE is dedicated to creating homeownership opportunities, bridging the housing affordability gap, and building sustainable communities of choice one person, one home, and one neighborhood at a time.

Company Description

NHSIE is dedicated to creating homeownership opportunities, bridging the housing affordability gap, and building sustainable communities of choice one person, one home, and one neighborhood at a time.