The Intake Specialist is primarily responsible for the initial receipt, data input, and review of homeownership pre-application and full application packages and determination of applicant qualification for Habitat’s homeownership program. This position will also provide assistance with applicant questions regarding program requirements and homebuyer education/orientations.
Areas of Responsibility:
- Review all applications to ensure that required documents are included, perform data input of information, and pull credit reports for listed applicants
- Conduct an initial assessment to determine if applicants meet Habitat’s underwriting guidelines, particularly income and credit, and assess applicants’ ability to purchase a home
- Review applications in a timely manner and respond to applicants within the timeframe of lending standards
- Effectively communicate to applicants the results of the initial assessment with specific “next steps” defined. This may include referral to Habitat’s housing counseling program, requesting additional information/documentation, and meeting with applicants to explain requests and answer questions
- Review full application packages for complete information, update information as appropriate and set up files to adhere to department stacking order. Communicate with applicants to request additional information/documentation and respond to status inquiries.
- Coordinate the flow of information and documentation between applicants, the counseling program, and the homeowner selection process
- Maintain accurate client records to facilitate review of applications
- Assist current and prospective clients with questions regarding the homeownership program
- Assist with community outreach and homebuyer education/orientation workshops
- Participate in underwriting and general lending standards training workshops
- Participate in staff meetings to support the success and growth of the Client Services Team and the organization in general
Educational Background:
Bachelor’s degree preferred
Skills/Experience:
- Excellent analytical skills
- Strong written and oral communication skills
- Experience in managing workflow efficiently and with little supervision
- Detail-oriented
- Ability to work with people from a variety of backgrounds with various levels of understanding of the homeownership and loan process
- Bilingual preferred (especially Spanish, Vietnamese, Mandarin, or Cantonese)
- Experience with Microsoft office – Word, Excel, and PowerPoint
- Salesforce experience a plus
Job Function:
Organization Info
Listing Stats
Post Date:
Sep 18 2018
Active Until:
Oct 19 2018
Hiring Organization:
Habitat for Humanity International
industry:
Nonprofit