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 +