Homeownership Eligibility Specialist

Affordable Homes of South Texas Inc; McAllen (TX); On-site; USD 40,000 - 56,000; Full time

Job summary

Affordable Homes of South Texas, Inc. seeks a Program Eligibility Specialist to guide customers through the eligibility process for homeownership and rehabilitation programs. You will collect documents, conduct eligibility sessions, prepare notices, and maintain client records while delivering exceptional service.

The role emphasizes accurate documentation, responsive communication, and collaboration with the Homebuyer team to support qualified individuals toward homeownership.

Qualifications

• Minimum high school diploma or GED from an accredited institution.
• At least 2 years of customer service and clerical experience.
• Bilingual English/Spanish preferred.
• Experience with Microsoft Office Suite preferred.

Responsibilities

• Provides the highest degree of customer service to customers and business contacts.
• Conducts program eligibility determination session (EDS) for customers deemed mortgage ready or needing rehabilitation services.
• Collects and organizes signed disclosures and documents from customers for review.
• Prepares and routes letters of eligibility or ineligibility to customers.
• Maintains a record of all completed EDS packets.
• Creates and sends follow-up letters to customers via preferred method of communication.
• Aids SMART Homeownership Coach during group education workshops, classes, and presentations.
• Aids Homebuyer Coordinator with data entry and updates for group education participants.
• Aids Homebuyer Coordinator to prepare all Group Education files.
• Follows procedures, contact attempts and de-activates nonresponders.
• Recommends improvements in products and procedures to ensure efficiency of the service delivery system.
• Participates in special events throughout the year.
• Assists the HOC Customer Service Representative to deliver high-quality customer service.

Skills

Customer service

Clerical duties

Education

High school diploma / GED

College coursework

Tools

Microsoft Office

Job description

Affordable Homes of South Texas, Inc. seeks a Program Eligibility Specialist to guide customers through the eligibility process for homeownership and rehabilitation programs. You will collect documents, conduct eligibility sessions, prepare notices, and maintain client records while delivering exceptional service.

The role emphasizes accurate documentation, responsive communication, and collaboration with the Homebuyer team to support qualified individuals toward homeownership.