Homebuyer Coach
Milwaukee, WI 
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Posted 30 days ago
Job Description
Position Summary:
The Homebuyer Coach provides guidance to prospective homeowners including those who may have problems qualifying for traditional loans and assists them in establishing good credit habits, creating and maintaining budgets, overcoming personal financial and credit obstacles and pursuing other steps towards becoming homeowners.

Position Responsibilities:
  • Executes counseling processes in compliance with HUD program guidelines.
  • Assists families to become purchase-ready and obtain mortgage financing pre approval through one-on-one and group coaching sessions, as appropriate.
  • Deliver a professional and efficient Intake and Follow up process for individuals seeking homebuyer coaching.
  • Direct, and coordinate activities designed to create and maintain a favorable public image or raise awareness of Acts Housing in the community, including attending community meetings and events.
  • Conduct intake, follow up, orientation and workshop sessions for individuals and/or groups seeking services.
  • Coach (encourage and motivate) families to complete an Action Plan with the goal of reaching pre approval for mortgage financing
  • Coach families referred by Acts’ real estate brokers, banks, community partners and others assessing them for any applicable grant resources.
  • Recommend and track effectiveness of strategies for families to meet their financial goals, such as making budget adjustments, spending plans or adhering to debt management plans.
  • Guide and explain services or policies to families, such as program rules, and the advantages and disadvantages of using services to help determine the best type of loan.
  • Manage Acts’ down payment and closing cost assistance programs by ensuring compliance and providing timely production of reports to appropriate personnel.
  • Guide eligible families through the down payment assistance process
  • Track progress of assigned families through to completion of counseling and closing on their first home.
  • Other duties as assigned.



Education and Experience:
  • Associate’s Degree or Bachelor’s Degree within a relevant discipline is strongly desired.  Individuals that have a  high school diploma/GED and relevant experience and/or are currently HUD Certified can be considered in lieu of degree.
  • 1 year of demonstrated success within the housing, credit counseling, non-profit, human services, financial services or banking industry is preferred.
  • Must have the ability to become HUD certified within 90 days of employment.  (Failure to do so may result in termination of employment.)
  • Bilingual language proficiency in English and Spanish is strongly preferred.
  • Strong technical skills, experience working in MS Office or Google Suite.  Exposure to CRM Software programs, such as Salesforce, is beneficial.
  • Ability to deliver a high level of Family Service Excellence by focusing on customer service, including empathizing with customer needs, communicating effectively, and resolving disputes or complaints.
  • Experience with project management and effectively managing multiple projects and responsibilities at the same time.
  • Demonstrated ability to work independently and proactively identify relevant issues to management by using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Ability to achieve goals and objectives within a fast-paced and dynamic environment.
  • Strong verbal and written communication skills are essential.
  • Ability to work evenings and weekends, as workload requires, is necessary.

Physical Requirements:
  • Able to stand, particularly for sustained periods of time, to deliver presentations.
  • Ability to lift 50 pounds, or more with assistance. 


Acts Housing provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
 
MRA is an Equal Opportunity/Affirmative Action Employer

 

Job Summary
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
Open
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