Case Management/Social Services, Education/Teaching/Training
4 Year Degree
Purpose and Description
H.O.M.E. DuPage, Inc. formally known as DuPage Homeownership Center, a HUD-approved housing counseling agency serving individuals and families in DuPage County for 26 years, is seeking an experienced professional with commitment to affordable housing and social justice to present workshops, provide one-on-one counseling, and participate in community outreach for the purpose of assisting clients in preparing for home purchase and successful homeownership, foreclosure prevention, sustainable renting, reverse mortgage, and/or financial capability and coaching. This position will start as part time (30 hours per week) with a potential of moving into full-time (40 hours per week).
Provide financial counseling and service referrals for pre-purchase, foreclosure prevention, rental, and financial capability clients.
Conduct comprehensive financial assessments.
Conduct affordability analyses for pre-purchase clients using automated prequalification systems and manual calculations.
Develop Financial/Homeownership Action Plans that will assist clients achieving their goals, including sustainable renting, obtaining homeownership, or preserving homeownership.
Instruct clients on additional documentation needed and necessary deadlines.
Provide unbiased, independent guidance on mortgage and other loan products.
Provide ongoing support and follow-up with clients.
Schedule follow-up counseling sessions.
Email or phone calls to clients to follow-up on progress between sessions; work with support staff for client follow-up.
Create and maintain client files including all required documentation (hard copy and electronic)
Enter all information in client databases at beginning of counseling relationship.
Maintain calendar of appointments, reminders, etc.
Update client notes with each phone call, email, appointment, and work done throughout the term of counseling.
Close out client file when counseling is completed.
Conduct onsite and offsite educational classes.
Work with agency partners to schedule offsite classes.
Assist with client registration at beginning of class.
Assist with client appointment scheduling after class.
Provide initial counseling after class.
Ensure accuracy of presentation materials; assist with updating educational presentations.
Represent H.O.M.E. DuPage, Inc. and participate in agency outreach and events.
Represent H.O.M.E. DuPage, Inc. at community events to promote programs and services.
Network and connect with other social service agencies for partnership opportunities.
Work with lenders, realtors and other housing professionals to share information on programs, services, and best practices.
Participate in all agency fundraisers, educational seminars, and networking events.
Attend trainings as needed to obtain certifications, enhancement of skills, understanding of best practices in housing counseling, and information on new/innovative programs/services.
7. Other duties as assigned.
This position is for a financial counselor, someone with strong acuity in math and computation, someone empathetic toward individuals and families facing financial crises, patient with individuals who may lack or have poorly-developed budgeting and financial management skills.
The following are required to enable jobholders to perform the essential functions of the job.
1. Skills/general knowledge
Commitment to H.O.M.E. DuPage, Inc's. mission, vision and values.
Passionate about working for a not-for-profit social service organization.
Ability to understand and interpret H.O.M.E. DuPage, Inc's. mission and programs to clients, the public, industry partners, case workers of other social service agencies, prospective members and others in the community.
Have an acute attention to detail; strives for 100% accuracy.
Must be a task oriented person that is highly organized.
Ability to work independently and multi-task in a deadline driven work environment.
Strong interpersonal and communication (verbal and written) skills.
Ability to work easily with industry partners (realtors, lenders), Board members and volunteers.
Able to exercise professional judgment to resolve moderately complex problems.
Computer literate: Proficient in Microsoft Office, including Outlook, Word, Excel, Access and Internet. Able to learn database software, query creation and analysis.
Bachelors Degree from an accredited university or college required.
At least 2 years’ experience as a residential mortgage lender, loan processor, underwriter, housing counseling, or equivalent preferred.
In-depth knowledge of mortgage products, mortgage financing and home purchase process.
Minor lifting of materials/goods for fundraising events is required but no strenuous physical activity required performing the functions of this position.
4. Visual acuity, hearing, speaking
Because of the interaction with others both within the organization and externally, oral communication is an important aspect of this position.
5. Environment and scheduling
This incumbent will work in a business office environment.
The incumbent must have a valid driver’s license and own a vehicle. Traveling is required.
The incumbent must be able to work Monday – Saturday; 2 weekends and 4 evenings per month.
This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
The employer has the right to revise this job description at any time. The job description is not a contract for employment.
H.O.M.E. DuPage, Inc. is a nonprofit organization that provides a full range of services to promote responsible sustainable homeownership, with an emphasis on serving first-time homebuyers, low- and moderate-income households and homeowners in crisis.