Housing Resource Specialist

JOB TITLE: Housing Resource Specialist             STATUS: Full Time

REPORTS TO: Director of Homeownership

_____________________________________________________________________________________

Position Summary:

The Housing Resource Specialist (HRS) is primarily responsible for gathering, processing and tracking data for the homeownership program. In coordination with the Director of Homeownership (DH), the HRS will provide support to the Housing Counseling Team by providing first contact with clients. Preparing client files in preparation for scheduling counseling sessions in the areas of pre-purchase, post-purchase, default/foreclosure resolution, budget, credit and financial capabilities. While helping prepare for Workshops and Events the HRS will manage inventory and purchase requests. The HRS will work with the Director of Homeownership and the Community Engagement Coordinator to help with reporting accurately and timely as needed by funders. The HRS will build relationships with community resources and partners that would benefit the agency and clients in the absence of either.

Responsibilities:

• Receive and track phone calls, emails and walk-in client information on Housing Counseling’s Excel Spreadsheet
• Provide program information, triage and resources to clients using current resources, constantly gathering new resources, updating and confirming monthly. Be knowledgeable of programs, partners, funders, products, and assistance available in the area that will assist clients in an optimal way.
• Gather documents needed for programs insuring all required documents and received and reviewed for clarity.
• Ability to learn Housing Counseling software; CounselorMax, FAXPro and others as needed
• Create client file and promptly input new client data into data collection systems. Ensuring notes and all other important information after each client interaction is captured in the software.
• Contact clients to check status of Action Plans, schedule meetings and follow-ups as required and maintain client files in Client Management Systems.
• Maintain meticulous records and perform accurate client tracking to develop outcomes data.
• Manage Client files from intake to resolution and ensure proper storage protocols are followed.
• Prepare training materials, documents and items needed for workshops and events internally and outside of Central Office prior to and after all events.
• Track and Manage inventory for all Housing Counseling Programs, Events and Projects.
• Prepare Purchase Orders in the Agency’s PO System for review and approval by DH
• Reserve Agency Vehicles for Housing Counseling Staff
• Add content as provided by DH to Teams & Facebook for Wellness in Our Workplace Program – WOW - Money
• Provide prompt response to client’ request. Perform regular follow-up with clients.
• Work closely with all other areas of housing and community development and other areas of the agency to accomplish broad agency results.
• Participate in outreach focused on low/moderate income communities.
• Local and Out of State Travel needed or training, events and as needed to represent the Agency and Program.

Additional Responsibilities:

• Supports and understands the vision, mission and values of the Partnership.
• Other duties may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope:

Reports directly to the Director of Homeownership. Regular interaction with Director of Weatherization, Real Estate Development Team, Community Services, IT, Agency Staff, clients, vendors, general public, and professional agencies.

Measure of Performance:

Works in harmony with agency leaders and especially with the members of the Housing Business Unit. Exemplifies servant leadership. Excellent communication skills. Accurate, timely, reliable and thorough. Detail-oriented with good organizational skills. Gains the trust and respect of staff. Accepts feedback willingly. Represents the values of CAPNA in action and word. Acts with confidence and deliberateness. Maintains confidential information. Ability to manage large quantities of data. Delivers Superior Customer Service. Creates working, mutually beneficial partnerships that achieve results for the company.

Knowledge, Skills, and Abilities:

Bachelor's degree in Business Administration or other related field preferred. Certifications in Housing Counseling by a HUD approved intermediary required within 18 months of hiring. Proven proficient user of technology to achieve results. Experience dealing with the issues of low-income families and of homelessness. Experience dealing with professionals in all aspects of housing.

Working Conditions:

Work is performed mainly in an office setting with minimal safety issues. Frequent travel to outside meetings throughout Alabama and some out of state travel. This position requires sitting, standing, bending, and minimal lifting. This position requires a valid driver's license and safe driving record.

Acknowledgement:

This job description describes the general nature and level of work performed by the employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to this job. The employee may be required to perform other job-related duties as requested by the Director of Homeownership or Director of Weatherization. All requirements are subject to change over time and to possible modifications to reasonably accommodate individuals with a disability.