Job Description
Primary Duties:
- Conduct evaluation of applicant information, forms, and documents to determine if program requirements are satisfied
- Validate third party data related to applicant financial information for program compliance
- Complete outreach to third-party entities to complete application as needed
- Calculate income threshold for applicants and conduct review of financial eligibility
- Evaluate and determine program pathways for homeowners seeking mortgage and non-mortgage assistance based on program policies and procedures
- Establish final applicant eligibility status for progression to program funding
- Create accurate deficiency reports for communication to applicants to identify outstanding program eligibility requirements.
- Monitor and maintain applicant electronic files through progression of file lifecycle
- Apply critical thinking and problem solving to complete applicant files
- Ability to work independently in a remote environment, seeking and offering assistance when needed.
- Performs other duties as required.
Qualifications:
- Must be able to meet production goals as set by the program
- An Associate’s degree in business or related field or equivalent experience is preferred
- Preferred (not required) 1 - 2 years of work experience in mortgage orientation, loan officer, or federally funded, state run benefit programs.
- Preferred (not required) Demonstrated knowledge of mortgage loan application procedures, policies, guidelines, and regulations
- Proficiency in MS Office applications (Word, PowerPoint, Outlook, Excel), able to learn new software and database/management information systems
- Excellent verbal, interpersonal and written communication skills
- Exceptional ability to articulate details in a manner understandable to a variety of individuals in person and over the phone
- Ability to work successfully with socio-economic and ethnically diverse applicants
- Team player skilled in multi-tasking, organizing, and prioritizing work in a fast-paced environment
- Flexible schedule that can accommodate evenings and Saturdays as scheduled.
- Strong analytical skills, including knowledge of Accounting/Finance
- Multilingual a +
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Skills
Accountingunmatched
Analysis Skillsunmatched
Communication Skillsunmatched
Compensation and Benefitsunmatched
Data Qualityunmatched
Database Management Software/Systems (DBMS)unmatched
Establish Prioritiesunmatched
Financeunmatched
Fundingunmatched
Governmentunmatched
Interpersonal Skillsunmatched
Loansunmatched
Management of Information Systems/Technology (MIS)unmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Mortgageunmatched
Mortgage Lendingunmatched
Multilingualunmatched
Multitaskingunmatched
Presentation/Verbal Skillsunmatched
Program Evaluationunmatched
Team Playerunmatched
Writing Skillsunmatched
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