Homebuyer Program Specialist - Housing Trust of Silicon Valley

Another Source's client, Housing Trust of Silicon Valley, is recruiting a Homebuyer Program Specialist to join their team in San Jose, CA. Housing Trust provides a flexible work schedule for their team, allowing you to enjoy the balance of in-office and remote days each week.

About Housing Trust Silicon Valley

In 2000, Silicon Valley leaders from the public and private sectors came together to create a new housing trust fund with the goal of fostering and supporting affordable housing solutions for Bay Area residents focusing on homeownership, rental housing, and homelessness prevention. Starting out with an initial $5 million investment from Santa Clara County and local companies Intel, Adobe, and Cisco Systems, the Housing Trust is now one of the largest housing trusts in the nation and boasts a coveted AA- rating from Standard and Poor. The Trust has cumulatively invested $615 million in the creation of more than 27,200 affordable housing opportunities, serving over 50,900 people to date.

Initially formed as a traditional housing trust fund, the Housing Trust became a Community Development Financial Institution (CDFI) in 2011, providing the organization to expanded access to capital and increased self-sufficiency, among other benefits. The Housing Trust is unique among its peers in that it offers homeownership assistance in addition to multi-family lending.

Learn more about Housing Trust: https://housingtrustsv.org/

About the Role

The Homebuyer Program Specialist reports to the Homebuyer Programs Manager and is critical in the success of our First-Time Homebuyer programs. This position will be the first point of contact for potential homebuyers, lenders, and community partners, and will represent Housing Trust at various events. The position will focus on key educational, administrative and outreach tasks to support the success of our downpayment assistance programs and will be key in delivering an exceptional customer experience to potential First-Time Homebuyers.

The anticipated annual base salary range for this position is $70,000-$85,000.

Position Responsibilities

Interest Forms, Pre-screening, and Education

Manage interest forms and pre-screenings for homebuyer programs:

• Process homebuyers' interest forms; review household and financial information; pre-determine if homebuyers meet eligibility requirements to move to the pre-approval process.

• Manage a caseload of clients interested in becoming homebuyers.

• Inform homebuyers about program guidelines and requirements; and educate them about the home purchasing process and mortgage financing with our down payment assistance programs.

• Provide one-on-one education and guidance to applicants at every stage of the process from pre-screening to application submission, obtain any missing or incomplete information; and assist with filling out required disclosures or help with uploading documents on the secure platform.

• Create and maintain up to date and accurate records of homebuyer interaction, progress, and outcomes in customer relationship management (CRM) database and provide various reports.

• Collaborate with loan processors and underwriters to ensure a seamless and effective onboarding process of applications.

• Answer general inquiries about the homebuyer programs, including eligibility requirements, qualifications, benefits, and application process from homebuyers, realtors, lenders, and other community housing partners.

Presentations, Webinars/ Workshops, Outreach and Marketing

• Coordinate, facilitate and/or lead virtual and in-person, community outreach events; prepare presentations, training, and workshops of Housing Trust's down payment assistance programs, for homebuyers, lenders, and realtors.

• Manage event logistics including scheduling, preparing materials, setting up webinars, drafting e-blasts, managing registrations, answering inquiries, securing venues, etc.

• Provide post-event follow-up, including updating participant databases, posting/emailing presentation slides, resources, surveys, etc.

• Track and report participation, inquiries, and outcomes for program reporting purposes.

• Collaborate with other organizations to promote homebuyer programs and homeownership opportunities in the community.

• Work closely with the manager, as well as the Development and Communication team, to ensure outreach and marketing campaigns are coherent and impactful.

• Represent Housing Trust at community and partner events to promote homeownership opportunities.

Program and Administrative Support

• Assist in the development and maintenance of program forms, FAQs, and reference materials.

• Keep abreast of the latest local, state, and federal down payment assistance programs, as well as other resources available to homebuyers and current issues in the home-buying market for low and moderate-income buyers.

• Support quarterly reporting and data collection for the homebuyer programs.

• Contribute to process improvements, client communications, and outreach strategies.

At a minimum, a successful candidate will possess the following qualifications:

• Bachelor's degree preferred in human services, business, housing, or related field.

• Minimum 3-5 years of relevant experience in affordable housing, mortgage lending, real estate, housing counseling, or homebuyer education (nonprofit or financial institution experience strongly preferred) or an equivalent combination of training and experience.

• Possess a good understanding of housing counseling program components, mortgage lending basics, the home purchasing process and local, state, and federal down payment assistance programs and resources.

• Strong computer literacy skills. Proficiency in Microsoft Word, Excel, Outlook, Adobe Acrobat, Power Point, and familiar with CRM (Salesforce) and File Sharing (Box) systems, and virtual platforms (Zoom, Teams, etc.).

• Exceptional customer service and presentation skills required.

• Strong writing, analytical and verbal communication skills required.

• Proficiency in verbal and written Spanish or Vietnamese, desirable.

• Strong time management, organizational skills, and ability to manage multiple tasks while exhibiting strong attention to detail and a high level of accuracy.

• Ability to respond quickly and effectively to changing demands while continually delivering high performance and meeting deadlines.

• Ability to work effectively in a team environment and collaborate across various levels of diversity including race, color, national origin, ancestry, sex, marital status, disability, religious or political affiliation, actual or perceived gender identity, age, or sexual orientation.

• Embrace a work culture that celebrates creativity and innovation. Operate with the highest degree of integrity.

• Must hold a valid driver's license.

• What's in it for you:

• Housing Trust offers a comprehensive compensation and benefit package.

Our total compensation package includes the following:

• Medical, Dental, and Vision benefits fully covered for employees and 50% for eligible dependents.

• 401K employer contribution at 3% and additional match up to 2%.

• 3 weeks of paid vacation, twelve paid sick days, eleven paid holidays, and paid year-end shutdown.

• End of year bonus, tuition reimbursement program and more...

Housing Trust is an equal opportunity employer to all regardless of race, color, national origin, ancestry, sex, marital status, disability, religious or political affiliation, actual or perceived gender identity, age, or sexual orientation. Our goal is to attract and retain a workforce at all levels that reflects the communities we serve.

Another Source works with their clients, on a retained project basis.As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.

#AS1

#LI-SB1