Housing Counselor

American Consumer Counseling Center•Newton, MA

11h•Onsite

About The Position

The housing counselor provides counseling and education to consumers who are considering a reverse mortgage. The housing counselor will provide information regarding how reverse mortgages work, including payment options, costs, tax implications, benefits and risks of a reverse mortgage. The counselor will provide guidance and resources to enable the client to make an informed decision and provide ongoing support to the client throughout the process, in compliance with HUD’s guidelines.

Requirements

At least one-year HECM counseling experience preferred or an equivalent combination of previous housing counseling or credit counseling.
Must already be HECM certified and HUD Counseling Certified.
Ability to perform math/accounting equations.
Strong interpersonal skills and ability to counsel on the phone and in-person.
Ability to be extremely detail oriented, compassionate, and consistent.
Basic computer and math skills
Ability to read and interpret safety rules, procedures, manuals, and SOPs
Capable of writing routine reports and client correspondence
Strong telephone etiquette, time management, and attention to detail
Ability to work effectively in a team environment
Able to comprehend and respond to verbal and written information from clients and colleagues

Responsibilities

Provide both individualized face-to-face and phone Reverse Mortgage counseling services for HECM, Home Safe and Equity Elite products.
Administer and file paperwork as required to meet HUD protocols and compliance requirements. internal and external compliance
Enter data into client management system as required
Assist in maintaining up-to-date information on housing counseling industry changes.
Assist in developing and updating referral sources in addition to reporting
Assist in ongoing efforts to improve office procedures to provide improved housing services to clients.
Assist with building new systems of service delivery by phone or in person, as needed.
Build relationships with lenders, realtors, and other professionals in the housing fields.
Assist in marketing efforts to promote programs and services, present at workshops where necessary.
Other duties as assigned.