Special Initiatives Officer I

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Job Description

Entry-level professional with limited or no prior experience to contribute on a project or program. Role learns to use professional concepts to resolve problems of limited scope and complexity under close supervision while achieving day-to-day objectives. Works on developmental assignments that are initially routine in nature, requiring limited judgment and decision making. This level is typically focused on self-development. Requires theoretical knowledge through specific education and training

Essential Functions

Help homeowners applying for the Special Initiatives loan or grant programs successfully use these programs from pre-application to construction completion. Originate, underwrite, close and provide construction-related support for Special Initiatives loans, such as HEELP, Pennvest, R&R Loan, and any other loan and grant programs assigned. Determine eligibility for the R&R Grant program, based on internally developed criteria and applicable state and federal requirements. Accurately and professionally communicate application issues, and credit and grant determinations to applicants. Be able to discuss and resolve issues related to files with supervisor, business partners and advocates for the applicants such as legislators and social services providers. Support local program administrators and lending partners in Special Initiatives programs through clear written and verbal communications about their duties, and by monitoring their performance as our lending and home evaluation partners. Escalate concerns about partner performance to Senior Officer and Manager. Maintain partner relations and approvals data including approving new, maintaining relations with existing, and purging expired partner lists, including those for HEELP approved contractors, and notary and closing agents. Update website and internal information as needed. Ensure timely, accurate payments to contractors and business partners.

Develop complete and accurate borrower files, based on program checklists and Agency, state and federal loan requirements. Scan and dispose of information per Agency requirements, demonstrating appropriate concern for customer information privacy. Analyze and discuss programmatic issues at periodic Special Initiative unit meetings. At direction of senior staff, update program forms, documents, marketing information, website content and related materials. Participate in unit, division and agency meetings. All officers are expected to complete special assignments and handle additional duties that may be assigned by their supervisor, the Special Initiatives Manager, another division manager or the division director. Monitor and / or report on any special tasks assigned.

Job Requirements

Education and Experience : High School diploma required. Bachelor's degree preferred. Two to three years of work experience required; previous experience as a residential mortgage or consumer lending processor or underwriter preferred. Education credits or work experience in social work, human services, counseling, or geriatrics preferred.

Able to perform accurate data entry in "green screen" databases. Proficient with Microsoft Outlook, Word and Excel. Intermediate Excel skills including knowledge of basic calculations, charts, tables and graphics is a plus. Must demonstrate attention to details including mathematical accuracy and ability to meet work timelines. Excellent organizational skills that result in fully-documented borrower files. Must possess above average verbal and written communication skills. And, demonstrate the interpersonal skills to work as part of a team, as well as the initiative to work independently. Excellent attendance history required. Must be able to work in a hybrid manner, combining in-person attendance and telework, as assigned by the Agency. Able to provide consistent and compassionate customer service to customers and potential customers.

EEO Statement

As an employer, PHFA is committed to having a workforce that is diverse and reflects the residents that it serves. We strive to maintain a workplace where all employees and applicants for employment receive equal opportunities in all aspects of employment. There are numerous policies in place at PHFA to help us honor this commitment.

The Pennsylvania Housing Finance Agency is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, disability, family status, gender, national origin, political affiliation, race or religion.

Diversity Statement

PHFA values, honors and commits to the equitable treatment and elimination of discrimination in all forms. We are committed to the diversity of all staff, and in all programs and services offered.