Training, Client Engagement, and Capacity Building Officer

Pennsylvania Housing Finance Agency•Harrisburg, PA

About The Position

This is a mid-level professional role with some experience required to contribute to projects or programs. The role involves learning to apply professional concepts to resolve problems of limited scope and complexity under close supervision, while achieving day-to-day objectives. The focus is on self-development and acquiring theoretical knowledge through specific education and training. The position requires relevant professional experience.

Requirements

Bachelor of Science
Relevant experience (3-6 years)
Relevant professional experience (2-5 years)

Responsibilities

Develop and Execute Capacity Building/Client Engagement Strategies
Write, develop, and/or incorporate existing curricula and outsourced development of counseling and educational materials including lesson plans, teacher/leader’s guides, take-home and in-session group and individual activities.
Evaluate existing curriculum and manage relationships with staff at organizations that have developed their own counseling and educational curriculum.
Facilitate focus groups to understand common interests, determine barriers, and make industry improvements in training and outreach efforts.
Make recommendations regarding the design, development, integration, and implementation of the “Counselors Corner” applications to satisfy overall business needs and provide counselors with new users.
Design and conduct regional training presentations.
Assist with coordinating the Agency’s counseling network and home buyer education presentations.
Make home buyer education presentations to prospective home buyers, counselors, and other groups.
Coordinate all training activities involved with loss mitigation strategies appropriate to combat the loan delinquency rate in Pennsylvania.
Establish and maintain positive relationships with industry partners, state and local governments, and statewide education and volunteer professional associations.
Represent the Agency in joint counseling and educational projects with other public or private agencies or organizations, at the discretion of the Division Director.
Assist in the selection, procurement, cataloguing, and archiving of counseling and educational materials for affordable housing, with special emphasis on foreclosure prevention and loss mitigation training programs.
Assist the Division Director in preparing for the Agency’s annual policy meetings.
Maintain open lines of communication with staff members and other PHFA associates.
Participate in educational seminars and classes.
Conduct educational seminars and/or webinars regarding use of the Online Client Management System tool statewide.
Assist with re-designing and re-engineering existing processes necessary to accommodate changes in regulations, policies, or technology involving the CA Money Maintenance System and the AS400.
Develop, submit, and monitor work requests to Information Technology.
Manage detailed files on each agency, counselors, and/or borrowers assisted and enter all necessary information into the computer system as required.
Maintain budgets and expense records regarding program-related support funds associated with all counseling initiatives, training events, and special projects.
Create various reports, pie charts, bar charts, forms, certificates, and PowerPoint presentations using Microsoft Office Products.
Provide one-on-one technical support on how to use the CMS System to counseling agencies and participating lenders.
Assist and provide staff support using the CMS to conduct case file checks for compliance purposes.