Loan and Grant Administrator, Home Preservation

Date: August 2019
Client Services
Reports to: Director, Client Services
Classification: Fulltime, Non-Exempt
Location: Oakland

Position Summary:

The Home Preservation Loan and Grant Administrator is primarily responsible for working with low-income families for Habitat for Humanity East Bay/Silicon Valley, Inc,’s Home Preservation program.  The successful applicant will be responsible for accurately managing application, grant, and loan documentation for Home Preservation applicants.  The Loan Administrator will examine, evaluate, and authorize approval or denial of client applications for home repair loans and grants; draft grant and loan documents; and facilitate execution of documents with Home Preservation clients.


  • Manage the underwriting and approval of applications for Habitat’s Home Preservation program.
  • Review documentation to verify that applicants qualify for Habitat’s Home Preservation program or the local jurisdictions’ home preservation program administered by Habitat.
  • Approve or deny applicants, as applicable.
  • Ensure grant and loan decisions are timely, complete and in accordance with policy and requirements set out in regulations and program guidelines.
  • Draft grant and loan documents for execution by clients.
  • Meet with clients with approved loans to review the terms of the loan documents.
  • Coordinate loan closings with escrow companies.
  • Track all applications in database and coordinate the flow of information and documentation between applicants, the home preservation team and funding agencies.
  • Maintain accurate client records to facilitate review of applications.
  • Participate in underwriting and general lending standards training workshops.
  • Participate in staff meetings to support the success and growth of the Client Services Team and the organization in general.
  • Other duties as needed.

Knowledge, Skills, and Abilities:

  • Bachelor’s degree preferred
  • Excellent analytical skills
  • Strong written and oral communication skills
  • Experience in managing workflow efficiently and with little supervision
  • Detail-oriented
  • Ability to work with people from a variety of backgrounds with various levels of understanding of the grant and loan process
  • Bilingual preferred (especially Spanish, Vietnamese, Mandarin, or Cantonese)
  • Experience with Microsoft office – Word, Excel, and PowerPoint

Work Environment/Physical Requirements:

Primarily office work; occasional travel for client and funder meetings; occasional night and weekend meetings as needed.

Note: This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as needed.

Interested candidates must submit both a cover letter and resume to Lucinda Lee O’Sullivan, Director of HR & Operations at

About the Author

Habitat for Humanity East Bay/Silicon Valley

As an independent affiliate of Habitat for Humanity International, Habitat East Bay/Silicon Valley believes in a world where everyone has a decent place to live. We create opportunities for families to transform their lives, gaining the strength, stability, and self-reliance they need to build a better future. Working together as a community, we build homes with affordable mortgages, repair and renovate existing homes, counsel first-time homebuyers, and revitalize neighborhoods in Alameda, Contra Costa, and Santa Clara counties. For more information, please call 866.450.4432.