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Homeowner Financial Services Specialist

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Job Description - Homeowner Financial Services Specialist


 Are you looking for a role that has direct involvement in families achieving the dream of homeownership?  Do you have a proclivity to do work that serves the community?  Is the aspect of detail-oriented work and face-to-face community work appealing?  If so, the Homeowner Financial Services Specialist position is right for you!

Overview: Atlanta Habitat for Humanity, a nonprofit affordable homeownership affiliate of Habitat for Humanity International, partners with families and neighborhood residents to build homes and revitalize communities. Our service area includes the city of Atlanta and the cities and neighborhoods of South Fulton.   


Position Summary:

The Homeowner Financial Services Specialist advances Atlanta Habitat’s mission by maintaining accurate financial records for program participants and fostering positive interactions to support timely fulfillment of program obligations. This role also assists with escrow-related matters to ensure financial integrity and operational efficiency.  


Duties/Responsibilities: 

Mortgage Portfolio Support 

  • Respond to homeowner requests and refer to Affiliate Mortgage Services or provide necessary support (due dates, requests for copies of deeds, etc.) 
  • Complete the transfer of loan-to-loan servicing company 
  • Provide homeowner support in managing escrow expenses 
  • Implement the maintenance funds program for Atlanta Habitat homeowners 
  • Organize homeowner files and oversee volunteers that assist with filing 

Occupancy Fee Support 

  • Set up all new homebuyer accounts in Habitrak and integrate application information with property file 
  • Accurately process occupancy fees, good faith payments, and HOA fees as well as mortgage payments prior to account transfer to servicer 
  • Reconcile homebuyers account as needed to correct errors or disputes regarding the accuracy of account balances 
  • Process monthly mailings of past due notices to homeowners in the occupancy period and notify Support Coordinators as appropriate 
  • Prepare monthly delinquent report for homeowners in the occupancy stage. 
  • Act as back up for credit reporting 
  • Coordinate the Urban Pest Control billing and posting for occupancy fee participants. 
  • Assist homebuyers to secure homeowner’s insurance prior to closing 
  • Post all escrow expenses to homebuyer accounts 

Other 

  • Act as administrator for the payment portal for program participants. Approve new registrations and troubleshoot login issues. 
  • Act as back up to finance to make bank deposits. 
  • Serve on the Closings and Collections committee. 

Requirements

 

 Required Skills/Abilities:  

  • Excellent computer skills with proficiency in Microsoft Office programs (Word, Excel, and Outlook). Database experience preferred. 
  • Strong organization and communication skills. 
  • Able to meet deadlines with strong attention to details.  
  • Excellent customer service skills and able to work well with a diverse group of staff, homeowners, volunteers, and other stakeholders. 

Education and Experience: 

  • Bachelor’s Degree, preferably in accounting or finance. 
  • Minimum of three years of professional experience in accounting or finance  
  • Previous experience with collections preferred. 

Physical Requirements:  

  • Prolonged periods of sitting at a desk and working on a computer. 
  • Must be able to lift 15 pounds at times. 

This position is classified as a full-time exempt. Some evening and weekend work is required. Hybrid work schedule available. A full benefits package is offered including employer subsidized health insurance, paid time off (PTO), employee gym access, and a retirement savings plan with employer matching. 

 

 Required Skills/Abilities:  

  • Excellent computer skills with proficiency in Microsoft Office programs (Word, Excel, and Outlook). Database experience preferred. 
  • Strong organization and communication skills. 
  • Able to meet deadlines with strong attention to details.  
  • Excellent customer service skills and able to work well with a diverse group of staff, homeowners, volunteers, and other stakeholders. 

Education and Experience: 

  • Bachelor’s Degree, preferably in accounting or finance. 
  • Minimum of three years of professional experience in accounting or finance  
  • Previous experience with collections preferred. 

Physical Requirements:  

  • Prolonged periods of sitting at a desk and working on a computer. 
  • Must be able to lift 15 pounds at times. 

This position is classified as a full-time exempt. Some evening and weekend work is required. Hybrid work schedule available. A full benefits package is offered including employer subsidized health insurance, paid time off (PTO), employee gym access, and a retirement savings plan with employer matching. 

 

Apply through the link in this posting. Please no walk-ins, phone calls or faxes. Only candidates meeting all position requirements will be considered. More information about Atlanta Habitat for Humanity may be found on our website www.atlantahabitat.org. Applications will be accepted until the position is filled. Atlanta Habitat is an Equal Opportunity Employer. Atlanta Habitat is located in the Reynoldstown neighborhood in Atlanta, near MARTA bus and rail lines.

Atlanta Habitat is a Drug-Free Workplace. This position is subject to a criminal background and credit check, periodic DMV checks for driving record and valid driver’s license, and drug and alcohol testing. We reserve the right to make employment contingent upon successful completion of all checks and testing.

Equal Employment Opportunity Policy: Atlanta Habitat is dedicated to a policy of equal opportunity. We will give fair and equal treatment to all employees and applicants for employment. It is the policy of Atlanta Habitat to prohibit discrimination or harassment of any type and to afford equal employment opportunities to employees and applicants, without regard to race, color, gender identity, family medical history or genetic information, religion, sex, disability, familial status, pregnancy, national origin, marital status, age, sexual orientation, past or present military status, receipt of public assistance, or any other characteristic protected by law.  This policy applies to all employment practices and personnel actions, including compensation, recruitment, training, working conditions and opportunities for advancement.


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