Homeownership Success Specialist

Tacoma Pierce County Habitat for Humanity•Tacoma, WA

7d•Onsite

About The Position

The Homeownership Success Specialist plays a pivotal role in helping Habitat for Humanity Tacoma/Pierce County (T/PC HFH) fulfill its mission of building strength, stability, and self-reliance through affordable homeownership. This key position ensures that homebuyers successfully navigate the Homeownership Program by connecting them with vital resources and guiding them through compliance and document processing. Collaborating with internal teams and community partners—including lenders, down payment assistance programs, employers, and community leaders—the Homeownership Success Specialist ensures on-time home closings and inspires more applications for homeownership opportunities. We’re looking for a passionate professional with a strong technical skill set in document processing, data entry, and virtual communication tools. Ideal candidates will have experience in mortgage lending, financial or housing counseling/coaching, and possess a positive outlook paired with the ability to manage expectations realistically. This role is a chance to make a tangible impact on families and our community by turning dreams of homeownership into reality!

Requirements

Employee will be expected to pass the HUD Housing Counseling exam within 90 days of hire
Working knowledge of the mortgage loan process
Knowledge of potential obstacles for homeownership
Ability to analyze financial documents (personal budgets, cash flow, P&L, bank/credit card statements, loan agreements, credit reports, etc.)
Ability to calculate loan rates/terms
Demonstrate the ability to work with others, in establishing goals and objectives
Ability to effectively communicate and work with individuals from diverse backgrounds and experience
Demonstrate skill in organizing time (proper time management) and prioritizing workload
Ability to interpret, evaluate and communicate detailed written or verbal instructions/information to others accurately and quickly, including answering phones, attending meetings, written correspondence, routine reports or other forms of communication
Ability to read and interpret specific documents such as loan documents, disclosures and loan program information
Ability to speak effectively in front of groups
Comfortably work with diverse communities and clients in a tactful and empathic manner
Ability to fluidly work with the complex demands of clients to resolve client concerns

Nice To Haves

Experience in mortgage lending, financial or housing counseling/coaching
Strong technical skill set in document processing, data entry, and virtual communication tools
Preferred software experience: Microsoft Office, SharePoint, Salesforce CRM, Calendly, Canva, Microsoft Teams, YouTube.

Responsibilities

Build relationships with Pierce County employers to expand awareness of Habitat's homeownership opportunities and connect employees with educational workshops and resources.
Build/maintain employer network for increased access to potential homebuyers
Develop clear strategies for employer network growth and outcomes
Create/maintain employer contact/service files in Salesforce CRM
Keep employers updated on Habitat news and information
Occasional attendance at workshops facilitated by Habitat Homeowner Services team members required
Guide qualified homebuyers through every stage of Habitat's homeownership program—from initial inquiry through closing.
Provide education, financial coaching, document review, and ongoing support to help families successfully achieve affordable homeownership.
Accurately answer potential applicant questions regarding the homebuyer process at Habitat for Humanity
Maintain knowledge about partner-lender/general credit, lending, homebuying practices in WA State
Efficiently analyze homebuyers overall financial health including; cashflow, assets, debt and current credit standing and credit report
Coach/counsel homebuyers/clients on how to successfully improve their current financial outlook
Create client action-plans with the ability to guide client in accomplishing the goal of homeownership within expected timeframes
Review, analyze and explain documents associated with the homebuying process (estimates/disclosures, approval letters, purchasing contracts, closing documents, etc.)
Document scope of homebuyer/client assessed problem and maintain statistics on outcomes of assistance provided
Identify and coordinate available down payment assistance programs for eligible homebuyers.
Promptly respond to client/colleague emails/requests.
Perform regular follow-up with clients and partners.
Periodically review files with Homeowner Services team
Work closely with homebuyer and partner lender, as well as local jurisdiction to ensure homeowner is on track to close as scheduled
Attain and maintain required counseling certifications
Successfully follow bi-monthly meeting, workshop and sweat equity monitoring functions required to guarantee program completion
Maintain accurate client records and administrative systems that support Habitat's homeownership program, including:
Create/maintain approved marketing material for workshops
Email clients, community partners and colleagues
Create/maintain excel spreadsheets for internal reporting and referencing
Create/maintain MS SharePoint documents and spreadsheets as needed for homeownership duties
Create/maintain self-scheduling client calendar (Calendly) for proper time-management
Document homebuyer/client interaction in Salesforce CRM
Upload all client documentation to Salesforce CRM after each digital/in-person interaction
Teach/assist with homebuyer/homeowner education workshops as needed
Other duties as assigned.

Benefits

Medical, dental, and vision insurance (100% employer-paid coverage for employees; partial employer contribution for eligible dependents)
HealthiestYou® 24/7 telehealth access for medical and mental health support
Paid vacation (10 days annually to start)
Paid sick leave (10 days annually to start)
13 paid holidays each year
Short-term and long-term disability insurance
Basic life and AD&D insurance, plus voluntary life insurance options
403(b) retirement plan with a 5% employer match after one year of employment
Flexible Spending Account (FSA)
Employee discounts at our TPCHFH stores