Website NeighborWorks Waco
Homeownership the right way.
Please visit the job posting on our website, here.
NeighborWorks Waco is looking for a qualified and driven person to join our team in the role of HOMEOWNERSHIP PLANNER. This role is responsible for counseling clients, including budget analysis, creation of financial action plans, mortgage lender/servicer negotiation, and other administrative duties related to this area.
Role: Homeownership Planner
SCOPE OF RESPONSIBILITIES
Process each application, verifying the accuracy and completeness of each document. Update data on computer system as soon as documents are received.
Prepare, schedule, and conduct application intake and counseling sessions.
Create corrective action plan and determine best loan resolution option for each client.
Handle routine questions from clients.
Assist in lender negotiation/communication when necessary.
Communicate with clients as needed for additional documentation and follow-up to obtain documents.
Obtain all financial documentation, performing income and asset analysis, debt-to-income ratios, and other related calculations.
Maintain records, reports and files, including invoicing procedures for counseling performed.
Review documents and determine eligibility for grants necessary for foreclosure assistance programs.
Organize and assist in leading and teaching HomeBuyer Education courses
Participate in outreach activities for potential clientele.
Maintain confidentiality at all times for each client’s personal information.
Perform all other duties as assigned.
Qualifications to include, but not limited to:
Minimum of two years of progressively responsible experience in a related field. Other combinations of experience and education that meet the minimum requirements may be substituted. Knowledge of state and federal regulations governing the home-buying process, with the experience and capability of the following:
Interpret complex rules and regulations to determine eligibility for loan resolution programs and/or grants.
Work cooperatively with other NeighborWorks® Waco employees and the public.
Communicate effectively with clients or the public in face-to- face, one-on-one settings, or using the telephone.
Comprehend and make inferences from written material.
Learn job-related material primarily through oral instruction and observation to effectively perform job duties. This learning takes place mainly in an on-the-job setting.
Strong organizational, follow-up and file management skills are required.
Professional demeanor is essential, along with strong written and verbal communication skills.
Ability to work within deadlines
Immediate Supervisor: HomeOwnership Center Manager
If you are interested in joining our awesome team and growing personally and professionally as you help families throughout our community achieve their financial goals then send a résumé and cover letter to the Homeownership Center Manager at firstname.lastname@example.org. We believe in getting the right fit into the role, so please reach out even if you feel you may not check every box or possess every qualification.
Annual bonus opportunity
Generous holiday leave
Financial literacy training
$35,000+ Depending on qualifications and experience
To apply for this job email your details to email@example.com