Homebuyer Program Specialist - Housing Trust

Another Source • San Jose, CA

9h • Hybrid

About The Position

Housing Trust Silicon Valley is seeking a mission and results-driven Homebuyer Program Specialist to join their Homebuyer Programs team in San Jose, CA. This role is crucial in administering affordable homeownership programs, guiding prospective homebuyers through the process from initial inquiry to application submission. The specialist will serve as the primary point of contact, educating applicants, reviewing eligibility and financial information, and coordinating with lenders, Realtors®, and community partners. Success requires exceptional organization, attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced, compliance-driven environment. This is not a commission-based sales position; it focuses on supporting homebuyer down payment assistance programs with integrity.

Requirements

• 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.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat, and the ability to learn and effectively use CRM and document management systems.
• Must possess a 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.

Nice To Haves

• Experience in affordable housing, homebuyer education, housing counseling, down payment assistance programs, 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.
• Experience facilitating workshops, presentations, or community education and outreach activities.
• Experience working in a nonprofit, government, housing, or financial institution environment.
• Bilingual proficiency in a language reflecting the communities we serve is a plus.

Responsibilities

• Manage interested homebuyer and applicant files from initial inquiry through application submission, ensuring timely follow-up, accurate documentation, 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.
• Assist applicants in completing required disclosures and submitting documentation through secure online platforms.
• Maintain accurate and timely records 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 partners regarding program eligibility and procedures.
• Maintain organized homebuyer and applicant files and program documentation in accordance with program guidelines and reporting requirements, managing multiple files simultaneously while meeting deadlines.
• Prepare reports and maintain accurate program data related to inquiries, applicant activity, participation, outcomes, and performance metrics.
• Support quarterly reporting, data collection, compliance documentation, and program monitoring activities.
• Assist with the development and maintenance of program forms, FAQs, reference materials, and homebuyer communications.
• Identify opportunities to improve administrative workflows and program effectiveness.
• Stay informed about local, state, and federal down payment assistance programs, housing resources, mortgage financing practices, and current issues affecting low- and moderate-income homebuyers.
• Coordinate, facilitate, and/or deliver virtual and in-person homebuyer education workshops, community presentations, and outreach events as assigned, representing Housing Trust to promote homeownership opportunities.
• Prepare presentations, training materials, and educational resources related to homeownership programs and down payment assistance.
• 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.

Benefits

• 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 an additional employer 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level