Center for HomeOwnership Housing Educator

Financial Pathways
February 5, 2020
Job Type


Primary Role: Make arrangements for and provide Pre-purchase Housing Education to groups and individuals. Deliver services by interviewing, analyzing and investigating client’s financial situation in relation to available options in developing a plan for homeownership. Pre-qualify prospective homebuyers to meet the underwriting guidelines for the appropriate loan products. Follow through with the client and action plan to home purchase.
 Establish contact and develop a positive rapport with clients seeking education regarding home ownership
 Determine and provide educational information needed by clients through a comprehensive interview
 Analyze and investigate clients financial situation in relation to available options
 Assure timely follow-up of clients and adhere to policies and procedures relating to client file maintenance and documentation
 Provide housing education to interested groups and individuals
 Provide individual housing counseling that involves credit report review and analysis, development of an action plan, pre-qualification of prospective homebuyers and meeting of the underwriting guidelines for the appropriate loan products
 Assist marketing of the center and program services
 Prepare correspondence as requested
 Maintain intake system daily and monitors/tracks file system
 Enter data and update information as necessary to bring and keep the program database(s) current
 Assist other trainers with preparation of schedules and class materials
 Schedule, coordinate and facilitate regular homebuyer education classes
 Participate in ongoing development of comprehensive homeownership program
 Provide information and referral on housing options and loan resources
 Keeps up to date on trends and information related to housing
 Cooperates with Housing Director for reporting statistical data to partners, management, funding organizations, etc.
 Maintain active professional competency by participating in training and workshops for professional growth in areas pertaining to duties.
 Other related duties as assigned by supervisor
Agency Responsibilities
 Adhere to Agency policies and procedures, employee handbook;
 Assure confidentiality of information related to clients and other information of a confidential nature;
 Be sensitive to the needs and circumstances of the client and respect diversity among cultures, gender, age, etc;
 Promote a positive image of the program and agency by demonstrating an understanding of the services available and conducting oneself according to a professional code of ethics.
 Assist in furthering the mission of the organization;
 Maintain active professional competency by participating in training and workshops for professional growth in areas pertaining to responsibilities;
 Be a team player and maintain harmonious working relationships with agency staff, United Way, educators, business associates, customers, and other related service agencies by amenable and cooperative contacts.

Job Requirements

Minimum Qualifications: Bachelors Degree or equivalent experience in education, housing counseling, business, finance or real estate. Job position requires the ability to speak comfortably to the public. Excellent verbal, written, and presentation skills, as well as strong interpersonal skills, are necessary to work effectively with a wide variety of people and organizations. Strong organization skills required. Proficiency in MS Office is required. Must be a NFCC Certified Consumer Credit Counselor or obtain within six months of hire. The Housing Educator will be trained in Credit Counseling, and the Housing/Homebuyers Program. NFCC Housing, HUD, and Student Loan Counseling certifications required as soon as possible thereafter (within 24 months of hire).
Preferred Qualifications: Bachelors Degree and two years experience in related fields. Real estate license, Spanish Bi-lingual and Certified homeownership counselor.

Equipment Used: Telephone, copier, computer, MS Office
Working Conditions: General office environment
Physical and Mental Requirements:
 Frequent: sitting, seeing, hearing, writing, reading, problem solving, planning, decision making, organizing, interpreting data
 Often: walking

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