Loan and Grant Administrator, Home Preservation
Date: August 2019
Department: Client Services
Reports to: Director, Client Services
Classification: Fulltime, Non-Exempt
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
- 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 firstname.lastname@example.org.