Homeownership Specialist

HomeOwner Specialist

Summary: The Ho m eOw n ership Spe c ialist ’ s serves as the frontline representative of cdcb in the Coastal Bend office.  This position functions as the office receptionist and client intake specialist.  In addition to office-based duties, the HomeOwnership Specialist supports community outreach efforts by attending local events to educate the public on available homeownership and counseling services.

Essential Duti e s a nd R e s po n sibilities:

• Answer incoming phone calls, greet walk-in clients, and respond to basic inquiries in a professional and welcoming manner
• Provide clear and accurate information on CDCB housing programs, including mortgage loans, down payment assistance, and HUD housing counseling services
• Explain the mortgage loan application process and next steps to prospective clients
• Assist clients with starting applications and understanding required documentation
• Set up appointments with the counselors
• Proactively contact new applicants to request missing documents and schedule counseling appointments duti e s as assigned.
• Accurately enter client information into CDCB databases and reporting systems
• Participate in community outreach events, workshops, and local events to promote CDCB services
• Distribute informational materials and answer general questions from the public
• Represent CDCB professionally in the community and assist with increasing program visibility

Supervisory Respo n sibil i ties: Th i s p osi t ion d o es not super v ise other s .

Qualifications: T o p e rfo r m th i s j ob suc c es s fully, a n i n dividu a l mu s t be able t o p e r form e ach essential d uty satis f actor i ly. The requ i r e ments l isted b elow are r e prese n t at i ve of the kn o w l e d ge , skill, an d / or a b i l i ty re q u i r e d.

Educati o n/ E x p eri e nce
H i gh Sc h o o l Diploma or general e d ucation d e g r e e (GED) or h i g h e r; and one t o three mon t hs re l ated e x p eri e nce a n d / o r t r a i n i n g ; o r e q u iva l e nt c o mbination of education a n d e x perience.

L an g u a g e A b ility
Ability to r e ad and interpret documents s uch as ru l e s, inst r u c t io ns, and procedure manual s. Ability to w r ite r o utine r e p o r ts and cor r esp o n d ence. Ability to s p eak ef f e c t i v e l y b e f ore g roups of customers or e mployees.
Must be f l u en t in S p a n i sh .

Ma t h Ability
Ability to c a l culate mo n thly and an n u a l i n c ome for p art ic ipants.
Reasoni ng A bility
Ability to s o l ve p rac t ical pr o blems a n d d eal w i t h a va r i e ty of concrete va r iables in s it u ations whe r e o nl y l i mited standar d iza t ion exists. Ability to interpret a vari ety of instructions fu r ni s hed in w r i t t e n, ora l , d i a gra m , o r sche d ule f orm.

Compute r Sk i lls
Knowledge of M i crosoft O f f i c e, and e m ail.

Certi f icates a nd L i censes None r e q u i re d .

Work Enviro n ment:
The w o rk e nv i ro n m en t cha r acteri s tics desc r ibed h ere ar e represen t at i ve of t hose a n emp l o y ee e n co u n ters whil e per f ormi n g the es s e n t i a l func t io ns of th i s job. Reas o n a ble acc o mmod a tions may be made t o enable i n dividua ls w ith d i s a bilities t o p erform t h e essen t i a l funct i o ns.

Th i s posit i on is in a sta n da r d of f ice enviro n ment wi t h des k top b u s iness equipm e nt a n d freq u ent te l ephone c a ll s. N oise level is m o d e ra t e.

Phy s ical Deman d s:
The physic a l demands d es c ri be d h ere a r e repres e nta t i v e of those th a t m u st be m et by a n e m ployee to succes s fu l ly p erform t h e essen t ial funct i o ns of t his j o b . R e a so n a b l e accommodations may be m ade t o enable indiv i duals w i th disabiliti e s t o perform t he es s e n tial functions.

Pay Rate 18/hr
Non-Exempt