Britannia's Gold LtdTemp Homebuyer Success Manager
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.
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.
Temporary, part-time (20–30 hours/week).
Reports to CEO.
Focused on operational execution, not strategic leadership.