Homeownership Finance Specialist
The Homeownership Finance Specialist (HFS) supports the Housing Counseling and Education Homeownership Team by preparing and organizing loan files from review to closing. The HFS coordinates loan closings with title companies, reviews the closing disclosures, prepares documents for loan closings with the closing agent, and prepares loan files for shipping to investors. The HFS serves as a liaison with closing agents and external partners in coordinating loan closings. The ideal candidate will work with the finance team to create finance spreadsheets for down payment assistance tracking. The incumbent will work with prepare and review checklist from the appropriate local government funders and create finance files for billing for funders. Other job tasks include preparing loan files for closeout and processing the certificate of satisfaction when mortgage liens expire.
Primary Responsibilities Include:
- Preparing closing documents based on closing instructions
- Reconciling closing fees to mortgage general ledger accounts
- Creating and preparing mortgage files for finance file set up
- Reviewing purchase requisitions with finance accounts
- Posts closing documents i.e. filed mortgage, final title policies and assignments
- Other relevant duties as assigned
- Minimum of two years loan closing experience
- Bachelor’s degree in business, finance, or other related fields is preferred
- Thorough knowledge of loan system processing and reporting options
- Strong understanding of policy and procedures as it relates to loan documentation and processing
- Solid understanding loan accounting principles and procedures
- Excellent verbal and written communication skills
- Strong computer literacy skills with various software application packages including housing counseling client management systems such as CounselorMax
HOME is focused on employee engagement and committed to a healthy, diverse inclusive work environment. We offer a competitive benefits package including free downtown parking.
Interested candidates should submit a cover letter and their resume to [email protected] include Homeownership Finance Specialist in the subject line. HOME is an equal opportunity employer with an accessible workplace.
This position will close on Friday, February 14, 2020 at 5:00 p.m.
HOME is an equal opportunity employer with an accessible workplace.
All HOME employees are expected to exemplify the following universal performance standards and principles:
Eliminating Racism: Exemplify HOME’s commitment to social justice and to the dismantling of racism in all activities.
Commitment to Fair Housing: Regardless of their position, cooperate fully in assisting the Center for Fair Housing in the investigation of housing discrimination when requested.
Commitment to Fund Development: Cooperate fully in appropriate fund development activities of the agency, including the appropriate management of key constituent relationships.
Leadership: Demonstrate integrity; take initiative; look for and accept responsibility; be a creative problem solver; recognize the contributions of others and help build consensus. Staff members are also expected to maintains a positive attitude and keep personal issues out of the workplace.
Teamwork: In recognition of the matrixed nature of HOME, demonstrate a commitment and ability to effectively work in a variety of work teams; establish and maintain effective working relationships; show respect for and support others and work cooperatively. Each staff member is expected to utilize a wide variety of skills across programmatic lines and appropriately and effectively coordinate activities with other departments.
Communication: Effectively and positively communicate with a variety of people in the workplace.
Professionalism: Adhere to established personnel policies and work standards. Maintain a professional demeanor; handle difficult situations with tact and diplomacy; listen to others; maintain excellent oral and written self expression; represent themselves and the organization well in public.
Customer Service: Demonstrate a commitment to, maintain high standards and practices of top quality customer service and adhere to the customer service standards established by the organization.
Knowledge and Skills: Demonstrate a high degree of technical knowledge relative to the position; maintains a high degree of knowledge about HOME and it programs and look for ways to enhance skills. Each staff member is expected to have a basic working knowledge about the use of technology including computers and voicemail.
Planning/Analysis/Decision Making: Demonstrate the ability to anticipate and solve problems, weigh consequences and make appropriate decisions.
Use of Time: Is punctual, makes good use of time while in the office and does not spend excessive work time on personal matters.
Flexibility: Demonstrate a willingness to try new approaches, able to compromise, responds to unscheduled requests.
Reliability: Can be relied upon by co-workers and supervisors to complete tasks well and on time, works independently.