Program 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

Job Title

Program Eligibility Specialist

Summary

The primary mission of this role is to guide customers through the program eligibility process by providing exceptional customer service, ensuring accurate documentation, and determining eligibility for available homeownership or home rehabilitation assistance programs. This position conducts eligibility determination sessions, gathers and reviews required documentation, prepares eligibility and ineligibility notices, maintains program records, and follows up with clients throughout the process. The role assists with customer communications and data management and contributes to the continuous improvement of service delivery procedures. Success is measured by accurate and timely eligibility determinations, complete and compliant customer files, responsive customer service, and effective support that helps qualified individuals successfully progress toward homeownership.

Key Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Provides the highest degree of customer service to customers and business contacts.
• Conducts program eligibility determination session (EDS) for customers deemed mortgage ready (MR) or need rehabilitation services for their home.
• 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 as necessary to ensure the optimum efficiency and effectiveness of the service delivery system.
• Participates in special events throughout the year.
• Assists the HOC Customer Service Representative to deliver high-quality customer service to all individuals who come into or call the AHSTI’sRobert “Bobby” Calvillo Homeownership Center (HOC) as needed.

Required Qualifications

• High school diploma, GED, or equivalent from an accredited institution.
• 2 or more years of experience in customer service and clerical management duties.

Preferred Qualifications

• 2 or more years of college coursework from an accredited college/university
• Bilingual in English and Spanish, with strong written and verbal communication.
• Experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands

The physical demands outlined here represent the requirements necessary for an employee to perform the essential functions of this job successfully. While carrying out job duties, the employee must regularly communicate verbally and listen. Additionally, the employee is frequently required to stand, walk, use their hands for tasks such as handling or manipulating objects, and reach with their hands and arms.

Expected Work Hours

Some flexibility in hours is allowed, but the employee must be available during the organization's core work hours, which are Monday through Friday from 8:00 AM to 5:00 PM. A minimum of 40 hours per week is expected.

Travel

This position may require occasional travel outside the area for training.

Work Authorization

Applicants must be legally authorized to work in the United States. Verification of eligibility will be required at the time of hiring.

AAP/EEO Statement

Affordable Homes of South Texas, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Other Duties

This job description provides a general overview of the role and does not list all possible duties, responsibilities, or tasks required of the employee. These may change at any time, with or without notice.