Lending Support Specialist – Home HeadQuarters Inc.

Reporting Manager: Director of Home Improvement Lending | Chief Lending Officer

Position Status: Full-time

Classification Level: Hourly, Non-Exempt

Home HeadQuarters, Inc, is a community development financial institution based in Syracuse that specializes in affordable and equitable lending to low-income communities to assist with home improvement and home ownership opportunities. Home HeadQuarters, Inc, is seeking a qualified individual to assist the organization as it expands its programs and services to communities in Syracuse, Upstate and Western NY.

POSITION SUMMARY:

The Lending Support Specialist’s primary responsibility is to provide comprehensive support to the Lending line of business. This position will manage files accurately and effectively for home improvement and first mortgage lending activities with a focus on achieving excellent customer service. This position requires the ability to support other Program Managers and Mortgage Loan Officers in order to achieve lending objectives.

Essential Functions and Responsibilities of the Position Include:

  • Manage files and Intake- file preparation, data entry, and ensuring files are accurate and managed within set timeframes

  • Documentation review

  • Provide support to Mortgage Loan Officers and Lending Administrator

  • Provide quality customer service, acting as a point of contact for clients, lenders, contractors

  • Assist with customer inquiries via phone calls and walk-ins, including covering the front desk as needed

  • Collaboration and communication with Lending team

  • Complete a variety of administrative tasks which include, but are not limited to: customer service, data entry, handling and managing inbound and outbound phone calls/emails and collecting and preparing information

Position Qualifications:

EXPERIENCE:

  • 1-3 years of experience in Customer Service or other related administrative areas

  • Proficient with the Microsoft Office Suite (Word, Excel, etc.)

SKILLS AND QUALITIES:

  • Spanish/English fluency is preferred

  • Professionalism

  • Demonstrated excellence in customer service

  • Schedule, organize and manage tasks effectively

  • Digitally and technologically proficient

  • Oriented towards problem-solving and strategic thinking

  • Capable of handling several tasks at once and managing time

  • Responsive and effective verbal and written communicator

  • Being proactive and anticipating needs

SALARY:

Estimated hourly, non-exempt rate $20-25

EEO STATEMENT:

Home HeadQuarters Inc. is an Equal Opportunity Employer and considers all candidates for employment regardless of race, color, national origin, religion, sex, age, disability, citizenship, pregnancy, military status, marital status, sexual orientation, or any other characteristics protected by law.

TO APPLY:

Please send resumes to info@homehq.org. No phone calls please.


TITLE: Lending Case Manager – Home HeadQuarters Inc.

Reporting Manager: Director of Home Improvement Lending | Chief Lending Officer

Position Status: Full-time

Classification Level: Hourly, Non-Exempt

Home HeadQuarters, Inc, is a community development financial institution based in Syracuse that specializes in affordable and equitable lending to low-income communities to assist with home improvement and home ownership opportunities. Home HeadQuarters, Inc, is seeking a qualified individual to assist the organization as it expands its programs and services to communities in Syracuse, Upstate and Western NY.

POSITION SUMMARY: The Lending Case Manager’s primary job responsibilities include assisting customers through the home improvement loan process at Home HeadQuarters from initial application to project completion.

Essential Functions and Responsibilities of the Position Include:

  • Maintain knowledge of all Home HeadQuarters’ lending processes and programs

  • Assist with intake and underwriting activities as needed

  • Oversee pre-closing activities for all home improvement files, including a pre-closing quality control check for the files

  • Hold loan closing appointments with customers as needed

  • Follow up with in progress customers to gauge case status and ensure timely project completion

  • Interface with contractors to ensure timely project completion

  • Prepare and review vouchers for payments to contractors

  • Troubleshoot customer service issues, questions, concerns

  • Respond to customer inquiries via phone, email and walk-ins

  • Ensure customer database is updated regularly throughout all phases of the lending process

  • Complete a variety of administrative tasks, including assisting with special projects and collecting and preparing information

Position Qualifications:

QUALIFICATIONS:

  • Associate’s degree required

  • 1-2 years’ experience working with a non-profit and/or financial services organization, preferably related to housing and community development

SKILLS AND QUALITIES:

  • Spanish/English fluency is preferred

  • Notary Public license an added bonus

  • Proficient with the Microsoft Office Suite (Word, Excel, etc.)

  • Professionalism

  • Demonstrated excellence in customer service

  • Schedule, organize and manage tasks effectively

  • Digitally and technologically proficient

  • Oriented towards problem-solving and strategic thinking

  • Capable of handling several tasks at once and managing time

  • Responsive and effective verbal and written communicator

  • Being proactive and anticipating needs

SALARY: Estimated hourly, non-exempt rate $22-27

EEO Statement: Home HeadQuarters Inc. is an Equal Opportunity Employer and considers all candidates for employment regardless of race, color, national origin, religion, sex, age, disability, citizenship, pregnancy, military status, marital status, sexual orientation, or any other characteristics protected by law.

TO APPLY:

Please send resumes to info@homehq.org. No phone calls please.