Generational Wealth Grant Administrator

ESL Federal Credit Union•City of Rochester, NY

8d•$31 - $39•Hybrid

About The Position

This role will serve as the primary point of contact for daily execution of the Generational Wealth First Time Homebuyer grant. Chief duties include communicating internally and externally including customer contact and establishing relationships with external industry and community partners. Pipeline management, reporting and tracking particularly on monthly enrollments and monitoring customer eligibility and readiness. Moreover, the candidate will work cross-functionally with the Generational Wealth Team and partners and internally with mortgage lending, product management, community impact, treasury and mortgage servicing to make certain programs are functioning as intended.

Requirements

Associate degree or two years of equivalent experience in residential mortgage, real estate, homeownership programs, or financial services
In addition, a minimum of one year of experience in civic engagement, financial services, real estate, urban planning, or related field
Basic understanding of residential mortgage lending and affordable housing
Experience working with racially and culturally diverse populations
Ability to work well individually and as a member of a successful team
Strong communication skills

Nice To Haves

Bachelor’s degree preferred in business, real estate, urban planning, economics, management or statistics/math
Minimum of 2 years of experience in mortgage lending with focus on first-time home buyer and/or home ownership counseling and homebuyer education
Customer Service experience
Familiarity with Greater Rochester neighborhoods and communities preferred

Responsibilities

Lead daily activities to ensure that Generational Wealth homebuyer grant programs are operating as intended
Administer program requirements for Generational Wealth grants.
Track and report grant and customer eligibility and readiness
Manage enrollments, issuing commitment letters, and closings
Perform pre-and-post closing needs
Write and update procedures needed to support grant programs
Track information and metrics as determined by program (referrals, performance, grant rounds, limits)
Serve as administrative contact for Generational Wealth grant customers
Submit compliant packages to the FHLB to solidify program participation
Champion operational efficiencies internally and with partners
Streamline relevant processes in addition to driving frictionless business flows
Work to deliver superior service and a delightful experience to all external and internal customers
Work with the Generational Wealth Team and partners to uncover tactics to grow share of first time homebuyer market for our target audience
Build powerful and compelling relationships with partners and centers of influence
Establish trust, confidence and partnerships with internal colleagues