Homeowner Services Mortgage Services Specialist
- 🇺🇸 United States
- On-site
- 1 day ago
- Salesforce
- Excel
- Outlook
- Health insurance
At Habitat for Humanity Philadelphia (HFHP), we are builders who work alongside, not for, others. We are driven by accountability and defined by our stick-to-itiveness. The Homeowner Services Department works directly with future homeowners to prepare for the purchase of their homes, maintains a post keys relationship with current homeowners and repairs project homeowners providing access to information, resources, and special events to support successful homeownership.
Reporting to the Director of Homeowner Services, and coordinating with program teams and leadership staff, the Homeowner Services Mortgage Services Specialist will support administrative and coordination responsibilities for the department. The Homeowner Services Mortgage Services Specialist will work with Habitat Homeowners from Pre-Settlement through Post Project engagement to maximize the efficiency and effectiveness of departmental activities.
Key Responsibility Areas:
Pre & Post Settlement Processes
- Preparation and processing of documentation for home sales, mortgage sales, condo association activities, delinquency assistance, and homeowner support.
- Prepare Match Letter documentation, Agreement of Sale packets, loan boarding packets, mortgage assistance applications, and foreclosure proceedings documentation.
- Manage homeowner notifications throughout the home sale and post-keys processes.
- Coordinate and participate in homeowner and Build Team walk-through inspections for each unit prior to closing.
- Leverage relevant software to complete required documents.
- Other duties, as assigned.
Data Collection and Tracking
- Manage and maintain a database of all homeowners, including tracking insurance, tax abatements, delinquency communication, assistance requests, and event participation.
- Track and maintain homeowner information using all relevant platforms and software systems employed by the department, such as Salesforce, SharePoint, Home Keeper, Next Century, and Zip Forms.
- Manage data collection and reporting processes
Post Keys Engagement
- Coordinate Home Dedications in conjunction with the Program Manager.
- Provide administrative coordination for workshops, homeowner educational opportunities, evaluations, invitations, tracking, homeowner notifications, and the quarterly newsletter.
Data and File Integrity
- Create and organize digital and paper files for each property sold.
- Maintain good property file hygiene for existing and new files, update homeowner contact information as necessary, and update files with relevant homeowner documentation.
- Leverage relevant software to complete required documents.
Qualifications
Required Education, Experience, Knowledge & Skills:
- A minimum of 3 years of administrative experience in housing-related work plus.
- Bachelor's degree or equivalent combination of education and experience.
- Strong communication skills to engage with homeowners, staff, and external partners.
- Ability to maintain respect, compassion, and cultural competency when working with diverse populations, including non-English speakers.
- Patience, attentive listening, and a welcoming demeanor.
- Flexibility and a positive attitude.
- Strong interpersonal skills with sensitivity to cultural diversity.
- Proficiency in Microsoft Excel, Outlook, and Office (Salesforce experience is a plus).
- Ability to synthesize data and perform numerical calculations.
- Strong time management, organization, and attention to detail.
- Ability to work independently, meet deadlines, and maintain confidentiality.
- Ability to work flexible hours, including evenings and weekends, as needed.
- Willingness to complete Qualified Loan Originator (QLO) training within two months of hire.
- Fluency in other languages, though not required.
- Competencies: Communication, Confidentiality, Critical Evaluation, Relationship Management, Ethical Practice
Physical Requirements to Perform Duties:
- Ability to climb and descend stairs as needed, as the office is located on two floors and regular movement between levels may be required.
- Ability to sit for extended periods at a computer and desk workstation.
- Ability to lift and carry 25 pounds.
- Ability to conduct walkthroughs of active construction sites and buildings in various stages of construction, including traversing uneven surfaces and climbing and descending stairs as necessary.
- Ability to travel to and from meetings and appointments in locations and/or times when public transit might not be available.
- Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.
Compensation:
- Compensation commensurate with experience.
Benefits:
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This position is eligible for medical insurance, dental insurance, participation in a 403b plan, and paid time for vacation, sick days, and holidays.
To Apply
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Please send your resume and salary requirements through the Indeed application portal by November 5, 2026. No calls, please.
Equal Employment Opportunity Policy
Habitat for Humanity Philadelphia provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, creed, religion, national origin, ethnicity, ancestry, sex, sexual orientation, gender identity, age, medical condition, physical or mental disability, genetic information, pregnancy, veteran status, marital status, familial status, source of income status, domestic or sexual abuse victim status or any other category protected by applicable federal, state or local law in any employment-related decision, including recruitment, hiring, compensation, training, promotion, demotion, transfer, layoff, termination and all other terms and conditions of employment.
Homeowner Services Mortgage Services Specialist · HABITAT FOR HUMANITY PHILADELPHIA INC