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Intake Specialist

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Published 17 days ago

Position Summary:

The Intake Specialist is primarily responsible for the initial receipt, data input, and review of homeownership pre-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.

Responsibilities:

·       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 and program guidelines for the purchase of 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

·       As needed, assist with review of full application packages including communicating with applicants for additional information/documentation and status inquiries

·       Review applications for Habitat’s home preservation program to determine if the applicant meets the applicable eligibility requirements

·       Maintain accurate client records to facilitate review of applications

·       Assist current and prospective clients with questions regarding the homeownership program

·       Act as liaison for Habitat’s Family Resource Committee

·       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

Knowledge, Skills, and Abilities:

·       Bachelor’s degree desired

·       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, home preservation, and loan process

·       Bilingual a plus (especially Spanish, Vietnamese, Mandarin, or Cantonese)

·       Experience with Microsoft office – Word, Excel, and PowerPoint

·       Salesforce experience a plus


Work Environment/Physical Requirements:

Primarily office work; some travel within our service area of Contra Costa, Alameda, and Santa Clara counties will be required; occasional night and weekend meetings as needed


Department: Client Services

Reports to: Homeowner Selection Coordinator                                                                       

Classification: Full time, non-exempt

Location: Oakland Office


Interested candidates must submit both a cover letter and resume to Lucinda Lee O’Sullivan, Director of HR & Operations at hr@habitatebsv.org.

Position Summary:

The Intake Specialist is primarily responsible for the initial receipt, data input, and review of homeownership pre-application packages and determination of applicant qualification for Habitat’s homeownership…

Details at a Glance

  • Time Commitment
    Full Time Schedule

Salary

medical, dental, vision, matching 403b

Location

Temporarily Remote
Work must be performed in or near Oakland, CA
Associated Location
2619 Broadway, Oakland, CA 94612

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