Homeownership Success Specialist

Position Homeownership Success Specialist

Department Homeowner Services

Reports to Director of Homeowner Services

Category Full Time, Hourly, Permanent

Salary $25 - $27 per hour

The Homeownership Success Specialist plays a pivotal role in helping Habitat for Humanity Tacoma/Pierce County (T/PC HFH) fulfill its mission of building strength, stability, and self-reliance through affordable homeownership. This key position ensures that homebuyers successfully navigate the Homeownership Program by connecting them with vital resources and guiding them through compliance and document processing. Collaborating with internal teams and community partners-including lenders, down payment assistance programs, employers, and community leaders-the Homeownership Success Specialist ensures on-time home closings and inspires more applications for homeownership opportunities.

We're looking for a passionate professional with a strong technical skill set in document processing, data entry, and virtual communication tools. Ideal candidates will have experience in mortgage lending, financial or housing counseling/coaching, and possess a positive outlook paired with the ability to manage expectations realistically. This role is a chance to make a tangible impact on families and our community by turning dreams of homeownership into reality!

We are proud to provide a benefits package that includes:

• Medical, dental, and vision insurance (100% employer-paid coverage for employees; partial employer contribution for eligible dependents)
• HealthiestYou 24/7 telehealth access for medical and mental health support
• Paid vacation (10 days annually to start)
• Paid sick leave (10 days annually to start)
• 13 paid holidays each year
• Short-term and long-term disability insurance
• Basic life and AD&D insurance, plus voluntary life insurance options
• 403(b) retirement plan with a 5% employer match after one year of employment
• Flexible Spending Account (FSA)
• Employee discounts at our TPCHFH stores

PRIMARY DUTIES/REPONSIBILITIES

Employer and Community Outreach

Build relationships with Pierce County employers to expand awareness of Habitat's homeownership opportunities and connect employees with educational workshops and resources.

• Build/maintain employer network for increased access to potential homebuyers
• Develop clear strategies for employer network growth and outcomes
• Create/maintain employer contact/service files in Salesforce CRM
• Keep employers updated on Habitat news and information
• Occasional attendance at workshops facilitated by Habitat Homeowner Services team members required

Homebuyer Services

Guide qualified homebuyers through every stage of Habitat's homeownership program-from initial inquiry through closing. Provide education, financial coaching, document review, and ongoing support to help families successfully achieve affordable homeownership.

• Accurately answer potential applicant questions regarding the homebuyer process at Habitat for Humanity
• Maintain knowledge about partner-lender/general credit, lending, homebuying practices in WA State
• Efficiently analyze homebuyers overall financial health including; cashflow, assets, debt and current credit standing and credit report
• Coach/counsel homebuyers/clients on how to successfully improve their current financial outlook
• Create client action-plans with the ability to guide client in accomplishing the goal of homeownership within expected timeframes
• Review, analyze and explain documents associated with the homebuying process (estimates/disclosures, approval letters,

purchasing contracts, closing documents, etc.)

• Document scope of homebuyer/client assessed problem and maintain statistics on outcomes of assistance provided
• Identify and coordinate available down payment assistance programs for eligible homebuyers.
• Promptly respond to client/colleague emails/requests. Perform regular follow-up with clients and partners. Periodically review files

with Homeowner Services team

• Work closely with homebuyer and partner lender, as well as local jurisdiction to ensure homeowner is on track to close as scheduled
• Attain and maintain required counseling certifications
• Successfully follow bi-monthly meeting, workshop and sweat equity monitoring functions required to guarantee program completion

Technical Duties

Maintain accurate client records and administrative systems that support Habitat's homeownership program, including:

• Create/maintain approved marketing material for workshops
• Email clients, community partners and colleagues
• Create/maintain excel spreadsheets for internal reporting and referencing
• Create/maintain MS SharePoint documents and spreadsheets as needed for homeownership duties
• Create/maintain self-scheduling client calendar (Calendly) for proper time-management
• Document homebuyer/client interaction in Salesforce CRM
• Upload all client documentation to Salesforce CRM after each digital/in-person interaction
• Teach/assist with homebuyer/homeowner education workshops as needed

Other duties as assigned.

Preferred software experience: Microsoft Office, SharePoint, Salesforce CRM, Calendly, Canva, Microsoft Teams, YouTube.

KNOWLEDGE/EXPERIENCE

• Employee will be expected to pass the HUD Housing Counseling exam within 90 days of hire
• Working knowledge of the mortgage loan process
• Knowledge of potential obstacles for homeownership
• Ability to analyze financial documents (personal budgets, cash flow, P&L, bank/credit card statements,

loan agreements, credit reports, etc.)

• Ability to calculate loan rates/terms

• Demonstrate the ability to work with others, in establishing goals and objectives

• Ability to effectively communicate and work with individuals from diverse backgrounds and experience

• Demonstrate skill in organizing time (proper time management) and prioritizing workload

• Ability to interpret, evaluate and communicate detailed written or verbal instructions/information to others accurately and quickly, including answering phones, attending meetings, written correspondence, routine reports or other forms of communication

• Ability to read and interpret specific documents such as loan documents, disclosures and loan program information

• Ability to speak effectively in front of groups

• Comfortably work with diverse communities and clients in a tactful and empathic manner

• Ability to fluidly work with the complex demands of clients to resolve client concerns

Physical Demands and Work Environment

The physical demands and work environment characteristics described here are representative of those that an employee must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the job's essential functions.

While performing the duties of this job, the employee is frequently required to remain in a stationary position for long periods while operating a computer to create documents, conducting research, sending and receiving e-mail and participating in meetings; communicating on a telephone and in person; reading and writing; applying logic and focusing attention in the presence of distractions. Occasional requirements are to move about the office to access file cabinets, office equipment, etc. Evening and weekend work may be required.

preferred).

Tacoma/Pierce County Habitat for Humanity is an Equal Opportunity Employer. We are committed to cultivating a workforce that reflects the communities in which we build. We strive to attract candidates who broaden our diversity of race, gender, sexual orientation, age, ethnicity, religion, cultural experiences, skills, and community representation.

We seek employees who value collaboration, respect, and pride in their work. We believe that the inclusion and celebration of our differences create a stronger workplace, stronger communities, and a more compassionate world.

We believe meaningful employment opportunities strengthen communities. Tacoma/Pierce County Habitat for Humanity strongly encourages eligible Section 3 residents and workers to apply and explore career opportunities with us.

If you are selected for this position, Tacoma-Pierce County Habitat for Humanity will conduct a background check before hire. Tacoma/Pierce County Habitat for Humanity participates in E-Verify to confirm the employment eligibility of all team members.