The Homebuyer Success Manager will support the operational delivery of Parity’s homebuyer programs, focusing on day-to-day execution and client support. This temporary, part-time role (20–30 hours per week) is ideal for a current or recent loan officer with experience in Maryland. The Manager will ensure smooth program operations, compliance, and high-quality customer experience, reporting to senior leadership but not serving as a strategic decision-maker.
Key Responsibilities & Deliverables:
- Mortgage and Loan Processing
- Guide homebuyers through the loan application and closing process, leveraging recent loan officer experience to answer questions and resolve issues.
- Establish and maintain effective relationships with banking partners, mortgage lenders, and underwriters to support client loan applications.
- Assist clients with end-to-end mortgage processing, including:
- Collecting and verifying required documentation (income, assets, credit, identification, etc.).
- Assessing client eligibility and advising on appropriate loan programs (conventional, FHA, VA, USDA, as applicable).
- Guiding clients through pre-approval workflows and preparing complete loan application packages.
- Coordinating with lenders and underwriters to facilitate timely processing, conditions clearing, and pipeline tracking.
- Ensuring strict adherence to underwriting guidelines and compliance with Maryland state and federal requirements (TRID, RESPA, ECOA, Fair Lending).
- Reviewing and explaining closing disclosures and loan documents to clients.
- Collaborating with title and escrow companies to ensure a smooth closing process.
- Providing immediate post-close support, including follow-up on funding, document delivery, and addressing any post-closing issues.
- Process Execution & Improvement
- Execute established processes to enhance the homebuyer experience from contract to closing.
- Collect and relay client feedback to senior staff for program improvement.
- Support the implementation of trauma-informed and equity-centered approaches in client interactions.
- Partnership Coordination
- Liaise with lenders, housing counseling agencies, and community organizations to facilitate client access to resources.
- Coordinate with internal teams (Construction, Finance, etc.) to ensure seamless communication and resolve operational issues.
- Reporting & Data Management
- Track and report key metrics (e.g., client satisfaction, program completion rates) using CRM and Excel.
- Prepare summary reports for leadership on program progress and client outcomes.
- Customer Experience
- Provide proactive, personalized support to homebuyers, ensuring a positive experience and timely resolution of concerns.
- Conduct post-close follow-ups to support homeowner stability.
Requirements
- Current or recent loan officer experience in Maryland (required).
- Minimum 3 years’ experience in loan processing, housing counseling, or related fields.
- Familiarity with first-time homebuyer programs, lending processes, and affordable housing.
- Experience using CRM systems and Microsoft Office (Word, Excel, PowerPoint).
- Strong organizational, communication, and customer service skills.
- Ability to work independently and as part of a team.
- Commitment to equitable development and anti-displacement strategies.
- Experience in affordable housing, case management, or community development.
- Knowledge of trauma-informed care and human-centered service delivery.
- Prior work in nonprofit or housing sector is a plus.
Benefits
- Temporary, part-time (20–30 hours/week).
- Reports to CEO.
- Focused on operational execution, not strategic leadership.