Home Purchase Advisor at Homewise

Albuquerque, New Mexico, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Financial Analysis, Coaching, Mortgage Loan Qualification, Credit Counseling, Budgeting, Client Relationship Management, Database Management, Regulatory Compliance, Presentation Skills

Industry

Non-profit Organizations

Description

Description Are you passionate about providing outstanding customer service to people in our community? Consider a career with Homewise! We are a non-profit with a mission to create successful Homeowners in our community! Our services and products empower our customers with knowledge and financial skills, provide them with affordable homes and lending products, and support them as partners before and after the home purchase. We are searching for a mission-oriented, adaptable, self-starter with strong customer service skills and the ability to communicate effectively verbally and in writing to join our team as Home Purchase Advisor (HPA). As an HPA, you will work with clients to help them assess their financial situation and work toward qualifying for an affordable, fixed-rate mortgage loan. The Home Purchase Advisor is responsible for carrying out the following duties: Establish trusting and non-judgmental relationships with potential homeowners. Review and analyze customers’ financial situations and create a plan of action for potential homeownership. Provide ongoing coaching and follow-up for a caseload of customers to ensure continual progress in becoming ready to buy a home. Provide post-purchase counseling as needed to customers to identify and resolve budget/credit problems to avoid delinquency and become current on payments. As customers become buyer-ready, provide a seamless transition to Homewise’s Real Estate Sales Associate Brokers and Lending team. Assist Real Estate Sales Associate Brokers and Lending team in removing barriers for customers to purchase and close on their home. Work closely with other teammates, including Real Estate Sales Associate Brokers, Loan Officers, and Loan Processors, to ensure best practices in the services provided to customers. Use the Homewise, Inc. STARS database system to track client progress, Desktop Underwriter, and other electronic tools to provide the best service to customers. Comply with all applicable regulations, policies, and procedures. Assist as needed with financial education classes for potential homeowners. Includes preparation, presentation, and follow-up after classes. Requirements Education and Experience High school diploma or equivalent required College degree preferred Along with your resume, please submit a cover letter explaining your interest in Homewise and why you think you are a good fit for this role.

Responsibilities

The Home Purchase Advisor will work with clients to assess their financial situations and guide them toward qualifying for affordable, fixed-rate mortgage loans. Responsibilities include establishing trusting relationships, analyzing finances, providing ongoing coaching, and offering post-purchase counseling to resolve payment issues.