Post-Closing Coordinator
hace 16 días
Halethorpe
Job Description Job Purpose The Homeowner Services Post-Closing Coordinator supports partner families across the full Habitat homeownership lifecycle — from application through settlement and long-term homeowner success. Operating within the One Habitat model, this role strengthens continuity, coordination, and financial readiness by supporting applicant processing, financial documentation, settlement preparation, post-closing engagement, and QLO-aligned loan processing functions. Working collaboratively across departments, this position helps ensure a seamless experience for partner families while supporting organizational compliance, risk mitigation, and sustainable homeownership outcomes. Primary Duties and Responsibilities Partner Family Lifecycle Support • Process incoming applications in collaboration with Homeowner Services staff, • Review applications for completeness, accuracy, and program alignment, • Request supplemental documentation as needed, • Prepare and distribute approval, denial, or incomplete application correspondence, • Support families through pre-selection, selection, and interview processes, • Collect, track, and maintain financial documentation throughout a family’s program tenure, • Maintain up-to-date financial and contact records within Homekeeper, • Conduct regular check-ins to support financial readiness and program compliance, • Monitor documentation for consistency, changes, or emerging concerns, • Alert Homeowner Services leadership of significant income, credit, or eligibility risks, • Support families’ transition from program participant to homeowner, • Prepare, organize, and track settlement-related documentation, • Coordinate settlement activities with internal departments and external partners, • Monitor timelines, dependencies, and readiness indicators, • Maintain compliance with loan origination and settlement requirements (Support role; does not replace designated QLO authority unless otherwise assigned) • Assist with collection and verification of borrower financial documentation, • Maintain accurate loan files and supporting documentation, • Support preparation of loan origination and settlement documentation, • Track required disclosures and compliance checkpoints, • Coordinate with internal finance staff and external lending partners, • Enter and update loan-related data within homeowner and loan management systems, • Monitor loan readiness and closing timelines, • Escalate discrepancies, missing documentation, or compliance concerns, • Maintain awareness of applicable lending and program requirements, • Serve as a primary contact for settled Habitat homeowners, • Respond to homeowner inquiries via phone and email, • Escalate issues or concerns to appropriate departments as needed, • Support post-closing documentation and record verification, • Assist with administrative transitions such as billing, servicing, or account updates, • Conduct outreach regarding resources, programs, and homeowner events, • Provide backup support across Homeowner Services functions as needed, • Assist with sweat equity tracking and homebuyer education coordination, • Participate in homeowner meetings, dedications, and engagement events, • Adhere to Habitat safety policies and procedures, • Promote safe practices at all Habitat locations and events, • Immediately report safety concerns or incidents, • Support safety investigations when applicable Additional Responsibilities • High School Diploma required; Associate’s or Bachelor’s degree preferred, • Experience in administrative support, coordination, financial documentation, or client-facing roles, • Nonprofit, housing, or lending experience preferred, • Familiarity with CRM/database systems (Salesforce or Homekeeper experience a plus; training provided), • Proficiency with Microsoft Office Suite, • Valid driver’s license and reliable transportation, • Spanish language skills a plus Knowledge, Skills & Abilities • Strong attention to detail and documentation accuracy, • Excellent organizational and time-management skills, • Ability to manage multiple priorities and deadlines, • Strong written and verbal communication skills, • Ability to build positive relationships with diverse populations, • Ability to work independently and collaboratively, • Sound judgment and problem-solving skills, • Commitment to confidentiality, ethical conduct, and compliance Core Competencies • Mission & Ecosystem Mindset, • Ethical Conduct & Confidentiality, • Documentation & Compliance Orientation, • Relationship Stewardship, • Results Orientation, • Initiative & Adaptability, • Stress Management / Composure, • Diversity & Inclusion, • Reliability & Accountability Working conditions This position operates primarily in a professional office environment and routinely uses standard office equipment. Periodic participation in meetings, homeowner events, and cross-departmental activities is required. Physical Requirements The employee is regularly required to communicate verbally and in writing. The role frequently requires standing, walking, and use of hands for standard office tasks. The employee may occasionally lift or move items up to 25 pounds. Direct Reports None Position is eligible for the following Medical, Dental, Vision, Short Term Disability, Long Term Disability, Company Paid Life AD&D, 403B, Gym Reimbursement, Cell Phone Reimbursement Equal Opportunity Statement Decisions and criteria governing the employment relationship with all employees at Habitat for Humanity of the Chesapeake are made in a non-discriminatory manner, without regard to race, color, veteran status, age, FMLA status, or any other factor determined to be unlawful by federal, state or local statuses. Safeguarding Statement Habitat for Humanity is opposed to any form of discrimination, exploitation and abuse, including slavery, coerced conscription, prostitution, trafficking of persons for any purpose, vulnerable adult or child abuse, and dangerous or exploitative child labor. In the design and implementation of programs and policies, we seek always to work without bias, to do no harm and to reduce (rather than contribute to) the consequences of discrimination, exploitation and abuse. Department of Labor Habitat for Humanity Chesapeake undertakes every effort to ensure compliance with the Department of Labor and Fair Labor Practices (). Please contact the Office of the Chief Financial Officer / Human Resource Support Service at any time with any questions and concerns.