Financial Security Program Clerk

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Job description

Summary: The financial security clerk's responsibility is to prepare and process all pre-purchase applications. Specifically, they work with clients to gather all required documentation needed to be ready for his/her appointment for a housing advisor.

Essential Duties and Responsibilities:

• Pull on a daily basis credit reports for the clients that applied the day before.
• Review the credit reports and determine if the client based on credit can be referred to the lending or financial security department
• Gather all required documentation from clients needed for an appointment to be set up with either a housing advisor or a mortgage loan originator.
• Set up appointments for the housing advisor
• Call, text and email clients to remind them of their appointments. Verify at least three days prior to an appointment that the client will still be able to attend.
• If a client confirms he/she will not be attending an appointment, replace the client with another client
• Call, email, text at least three times clients that do not show up to his/he appointment to try and reschedule
• Document and maintain client files.
• Other duties as assigned.

Qualifications: Completely fluent in Spanish.

Education/Experience

High School Diploma or general education degree (GED) or higher; and one to three months related experience and/or training; or equivalent combination of education and experience.

Language Ability

Ability to read and interpret documents such as rules, instructions and procedure manuals. Ability to write routine reports and correspondence.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

Proficiency with Microsoft programs and email.

Job Type: Full-time

Pay: $12.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location