Position Summary: In response to the COVID-19 pandemic, U.S. Treasury Department has made the Homeowner Assistance Fund available to states to support homeowners who have experienced a reduction in household income, increased expenses, or other financial hardship due to the COVID-19 pandemic.
The objective of the Eligibility Specialist is to manage loan review and case management services for an assigned caseload of low- and moderate-income applicants seeking mortgage and utility assistance in the wake of the COVID-19 Pandemic. Additionally, the Eligibility Specialist is responsible for meeting production goals and deadlines. This is a production-based program, so clearing assigned caseloads through queues is an essential job function and success in the position will be evaluated accordingly.
The Eligibility Specialists will process client applications for assistance and serve as the primary representatives for the Program. The Eligibility Specialist will be responsible for various duties, including, but not limited to review of loan documentation and intake forms to determine client’s eligibility for program benefits, recommendations for award, finalizing agreements for execution, and income verification. In addition, the Eligibility Specialist will communicate directly with mortgagees and mortgage companies to ensure that all application materials have been received and vetted. The Eligibility Specialist will be responsible for helping to resolve issues identified in quality control. The Eligibility Specialist is responsible for ensuring any services provided to the client are documented in program tracking systems.
Duties/Responsibilities:
Provide expert case management services for mortgage and property assistance in a federally funded program. Specific duties may include:

• Review of intake forms and mortgage/loan documentation to determine client’s eligibility for program benefits.
• Preparing and calculating recommendations for award.
• Finalizing agreements for execution.
• Income verification for applicants.
• Communicate directly with homeowners to ensure that all application materials have been received and vetted.
• Resolve issues identified in quality control.
• Meet individual production goals.
• Meet case management deadlines in a fast-paced work environment.
• Collect, compile, report and maintain necessary data in program tracking systems for statistics and reporting.
• Perform other duties as assigned.

Required Skills and Competencies:

• Excellent organizational skills and attention to detail
• Strong interpersonal, analytical and problem-solving skills
• Demonstrated Customer Service expertise
• Strong computer skills and ability to learn new systems
• Ability to communicate effectively, verbally and in writing
• Excellent time management skills with a proven ability to meet deadlines
• Experience in housing counseling is a plus
• Experience reviewing loan applications and documentation a plus
• Previous case management experience on a federally funded program a plus.

Required Education and Experience:

• Associate or Bachelor’s degree in social services or other relevant field; OR,
• At least 2+ years of relevant experience in case management, loan processing, financial management, accounting, application processing, grant-funded government programs, or other relevant field
• Proficient in MS Office Suite
• Case Management experience with a focus on programs that provide financial assistance to low-income applicants a plus
• Experience in case management portals a plus