Project Management
National Association For Latino Community Asset Builders
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Benefits offered by this job
Job summary
Housing Trust Silicon Valley seeks a Homebuyer Program Specialist in San Jose, CA to guide homebuyers from inquiry through application submission. You will serve as the primary contact for homebuyers, lenders, Realtors®, and partners, ensuring accurate, compliant processing in a fast-paced setting.
You will administer affordable homeownership programs, review eligibility, educate applicants, and coordinate with lenders and community partners to ensure requirements are met.
Qualifications
- Bachelor’s degree or equivalent experience in a related field.
- 3–5 years in program administration or client-facing roles.
- Ability to review financial documents and explain concepts clearly.
- Strong customer service and written/verbal communication skills.
- Excellent attention to detail and ability to manage multiple files.
Responsibilities
- Manage homebuyer and applicant files from inquiry to application submission.
- Provide education and guidance via phone, Zoom, email and other channels.
- Explain program guidelines and mortgage concepts to homebuyers.
- Ensure records are accurate and up-to-date in the CRM system.
- Collaborate with lenders, Realtors®, and partners to meet requirements.
Skills
Education
Tools
Job description
Another Source’s client, Housing TrustSilicon Valley , is recruiting a Homebuyer Program Specialist to join their team in San Jose, CA.Housing Trust provides a flexible work schedule for their team, allowing you to enjoy the balance of in-office and remote days each week.
Housing Trust (HT) is looking for exceptional people who believe that safe, stable affordable housing opens the door to better living for everyone.We embrace diversity. We nurture it and we thrive on it because itbenefitsour organization, our partners, and our community. We are seeking a mission and results driven individual for an amazing opportunity in ourHomebuyer Programsteam.
Mission and History
Housing Trust is leading the effort to create a strong affordable housing market in the greater Bay Area as one of the region’s highest-volume nonprofit housing lenders. Serving people experiencing homelessness to renters to first-time homebuyers, weassista wide range of residents with programs across the entire spectrum of housing issues. Since 2000, Housing Trust has invested $690 million – creating over 28,700 affordable housing opportunities serving over 53,800 of our neighbors.
Position Overview
Have you ever helped someone unlock the door to their first home, achieving their dream of homeownership? As a Homebuyer Program Specialist,you’lldo more than provide great customer service,you’llserve as the primary point of contact for homebuyers, lenders, Realtors®, and community housing partners, guiding interested homebuyers and applicants frominitialinquiry through application submission.
Reporting to the Manager, Homebuyer Programs, you will play a key role in administering affordable homeownership programs, guiding prospective homebuyers through a highly regulated, andultimately highlyrewarding, process frominitialinquiry to application. This includes reviewing eligibility, educating applicants, and coordinating with lenders, Realtors®, housing counselors, and community partners to ensure program requirements are met accurately and consistently. Success in this role requires exceptional organization, attention to detail, sound judgment, and the ability to manage multiple priorities while providing exceptional support to homebuyers in a fast-paced, compliance-driven environment.
Unlike many roles you may find in residential real estate, this is not a commission-based mortgage sales position. There are no sales quotas or production targets. Instead, you will support homebuyer down paymentassistanceprograms with integrity, helping applicants navigate one of the most important financial decisions of their lives.
KeyResponsibilities
Homebuyer Interest Management & Client Services (40%)
- Manage interested homebuyer and applicant files frominitialinquiry through application submission, ensuringtimelyfollow-up,accuratedocumentation, and compliance with program requirements.
- Serve as the primary point of contact for interested homebuyers and applicants, providing education, guidance, and support through phone, Zoom, email, and other channels throughout the pre-screening and application process.
- Explain program guidelines, eligibility requirements, mortgage financing concepts, and the homebuying process to interested homebuyers.
- Process homebuyer interest forms and review household and financial information to conduct preliminary eligibility assessments; review applicant documentation for completeness and accuracy, following up to obtain missing or incomplete information.
- Assistapplicants in completing required disclosures andsubmittingdocumentation through secure online platforms.
- Maintainaccurateandtimelyrecords of homebuyer communications, file notes, eligibility, application status, and outcomes in the Customer Relationship Management (CRM) system.
- Collaborate with loan processors, underwriters, lenders, and internal staff to support efficient application onboarding, and respond to inquiries from Realtors®, lenders, and community partnersregardingprogram eligibility and procedures.
Program Administration & Operations (35%)
- Maintain organized homebuyer and applicant files and program documentationin accordance withprogram guidelines and reporting requirements, managing multiple files simultaneously while meeting deadlines.
- Prepare reports andmaintainaccurateprogram data related to inquiries, applicant activity, participation, outcomes, and performance metrics.
- Support quarterly reporting, data collection, compliance documentation, and program monitoring activities.
- Assistwith the development and maintenance of program forms, FAQs, reference materials, and homebuyer communications.
- Identifyopportunities to improve administrative workflows and program effectiveness.
- Stay informed about local, state, and federal down paymentassistanceprograms, housing resources, mortgage financing practices, and current issues affecting low- and moderate-income homebuyers.
Community Outreach & Education (25%)
- Coordinate,facilitate, and/or deliver virtual and in-person homebuyer education workshops, community presentations, and outreach events as assigned,representingHousing Trust to promote homeownership opportunities.
- Prepare presentations, training materials, and educational resources related to homeownership programs and down paymentassistance.
- Manage event logistics: scheduling, registration, webinar setup, materials preparation, and post-event follow-up and track outreach participation and outcomes for program reporting.
- Collaborate with community organizations, lenders, and Realtors® to expand awareness of homeownership opportunities.
Qualifications& Experience
Required Qualifications
- Bachelor’s degree in business, finance, communications, education, human services, public administration, or a related field, or an equivalent combination of education and relevant experience.
- 3 to 5 years of relevant experience in program administration, customer service, nonprofit programs, financial services, real estate, case management, or another client-facing environment involving documentation review and client support.
- Comfortable working with numbers and basic financial information, reviewing financial documentation, performing routine calculations, and explaining basic concepts.
- Strong customer service and communication skills (written and verbal), with the ability to educate, guide, and support homebuyers and applicants, individually and in groups, through processes and requirements involving varying levels of knowledge and experience.
- Strong attention to detail, with the ability to review documentation, maintain accurate records, manage multiple files, and ensure compliance with program requirements.
- Ability to handle confidential financial and personal information with discretion, maintaining compliance with privacy, data security, and organizational confidentiality requirements.
- Strong organizational and time management skills, with the ability to prioritize competing responsibilities, meet deadlines, and adapt to changing priorities.
- Proficiencywith Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat, and the ability to learn and effectively use CRM and document management systems.
- Mustpossessa valid driver’s license and be able to travel locally to conduct workshops, attend outreach events, and meet with lending and community partners as needed.
Preferred Qualifications
- Experience in affordable housing, homebuyer education, housing counseling, down paymentassistanceprograms, mortgage lending, or financial education.
- Familiarity with basic mortgage and lending concepts and experience reviewing income, household, financial, or eligibility documentation.
- Experience using Customer Relationship Management (CRM) systems, such as Salesforce, and electronic document management systems, such as Box.
- Experiencefacilitatingworkshops, presentations, or community education and outreach activities.
- Experience working in a nonprofit, government, housing, or financial institution environment.
- Bilingualproficiencyin a language reflecting the communities we serve is a plus.
Compensation
Housing Trust offers a competitive compensation package, including a bonus plan and benefits. This is a non-exempt, full-time position. Hourly rate for this position is $33.66-$40.87.
Total Compensation and Benefits
Housing Trust’s total compensation package includes a comprehensive benefits program designed to support employees’ health, financial well-being, and work-life balance, including:
- Medical, dental, and vision coverage fully paid for employees, with 50% of premiums covered for eligible dependents
- Employer-funded 401(k) contribution of 3%, plus anadditionalemployer match of up to 2%
- Generous paid time off, including three weeks of vacation, twelve paid sick days, eleven paid holidays, and a paid year-end office shutdown
- Eligibility for an annual performance-based bonus
- Tuition reimbursement program andadditionalbenefits
Qualifications& Experience
Required Qualifications
- Bachelor’s degree in business, finance, communications, education, human services, public administration, or a related field, or an equivalent combination of education and relevant experience.
- 3 to 5 years of relevant experience in program administration, customer service, nonprofit programs, financial services, real estate, case management, or another client-facing environment involving documentation review and client support.
- Comfortable working with numbers and basic financial information, reviewing financial documentation, performing routine calculations, and explaining basic concepts.
- Strong customer service and communication skills (written and verbal), with the ability to educate, guide, and support homebuyers and applicants, individually and in groups, through processes and requirements involving varying levels of knowledge and experience.
- Strong attention to detail, with the ability to review documentation, maintain accurate records, manage multiple files, and ensure compliance with program requirements.
- Ability to handle confidential financial and personal information with discretion, maintaining compliance with privacy, data security, and organizational confidentiality requirements.
- Strong organizational and time management skills, with the ability to prioritize competing responsibilities, meet deadlines, and adapt to changing priorities.
- Proficiencywith Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat, and the ability to learn and effectively use CRM and document management systems.
- Mustpossessa valid driver’s license and be able to travel locally to conduct workshops, attend outreach events, and meet with lending and community partners as needed.
Preferred Qualifications
- Experience in affordable housing, homebuyer education, housing counseling, down paymentassistanceprograms, mortgage lending, or financial education.
- Familiarity with basic mortgage and lending concepts and experience reviewing income, household, financial, or eligibility documentation.
- Experience using Customer Relationship Management (CRM) systems, such as Salesforce, and electronic document management systems, such as Box.
- Experiencefacilitatingworkshops, presentations, or community education and outreach activities.
- Experience working in a nonprofit, government, housing, or financial institution environment.
- Bilingualproficiencyin a language reflecting the communities we serve is a plus.
Compensation
Housing Trust offers a competitive compensation package, including a bonus plan and benefits. This is a non-exempt, full-time position. Hourly rate for this position is $33.66-$40.87.
Total Compensation and Benefits
Housing Trust’s total compensation package includes a comprehensive benefits program designed to support employees’ health, financial well-being, and work-life balance, including:
- Medical, dental, and vision coverage fully paid for employees, with 50% of premiums covered for eligible dependents
- Employer-funded 401(k) contribution of 3%, plus anadditionalemployer match of up to 2%
- Generous paid time off, including three weeks of vacation, twelve paid sick days, eleven paid holidays, and a paid year-end office shutdown
- Eligibility for an annual performance-based bonus
- Tuition reimbursement program andadditionalbenefits
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