Intake Specialist

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:

• 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

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