Post Closing Coordinator

Overview

The Homeowner Services Post-Closing Coordinator supports partner families across the full Habitat home ownership lifecycle — from application through settlement and long-term homeowner success. Operating within the One Habitat model, this role strengthens continuity, coordination, and financial readiness by supporting applicant processing, financial documentation, settlement preparation, post-closing engagement, and QLO-aligned loan processing functions. Working collaboratively across departments, this position helps ensure a seamless experience for partner families while supporting organizational compliance, risk mitigation, and sustainable home ownership outcomes.

• Process incoming applications in collaboration with Homeowner Services staff
• Review applications for completeness, accuracy, and program alignment
• Request supplemental documentation as needed
• Prepare and distribute approval, denial, or incomplete application correspondence
• Support families through pre-selection, selection, and interview processes
• Maintain accurate and organized partner family records

• Collect, track, and maintain financial documentation throughout a family’s program tenure
• Maintain up-to-date financial and contact records within Homekeeper
• Conduct regular check-ins to support financial readiness and program compliance
• Monitor documentation for consistency, changes, or emerging concerns
• Alert Homeowner Services leadership of significant income, credit, or eligibility risks
• Track progress toward settlement milestones and timelines

• Support families’ transition from program participant to homeowner
• Prepare, organize, and track settlement-related documentation
• Coordinate settlement activities with internal departments and external partners
• Monitor timelines, dependencies, and readiness indicators
• Maintain compliance with loan origination and settlement requirements
• Participate in required trainings and compliance updates

(Support role; does not replace designated QLO authority unless otherwise assigned)

• Assist with collection and verification of borrower financial documentation
• Maintain accurate loan files and supporting documentation
• Support preparation of loan origination and settlement documentation
• Track required disclosures and compliance checkpoints
• Coordinate with internal finance staff and external lending partners
• Enter and update loan-related data within homeowner and loan management systems
• Monitor loan readiness and closing timelines
• Escalate discrepancies, missing documentation, or compliance concerns
• Maintain awareness of applicable lending and program requirements
• Complete required loan origination and compliance training

• Serve as a primary contact for settled Habitat homeowners
• Respond to homeowner inquiries via phone and email
• Escalate issues or concerns to appropriate departments as needed
• Support post-closing documentation and record verification
• Assist with administrative transitions such as billing, servicing, or account updates
• Conduct outreach regarding resources, programs, and homeowner events
• Maintain accurate homeowner records within Homekeeper

• Provide backup support across Homeowner Services functions as needed
• Assist with sweat equity tracking and homebuyer education coordination
• Participate in homeowner meetings, dedications, and engagement events
• Support departmental administrative workflows

• Adhere to Habitat safety policies and procedures
• Promote safe practices at all Habitat locations and events
• Immediately report safety concerns or incidents
• Support safety investigations when applicable

• Perform other duties as assigned

• High School Diploma required;
  Associate’s or Bachelor’s degree preferred
• Experience in administrative support, coordination, financial documentation, or client-facing roles
• Nonprofit, housing, or lending experience preferred
• Familiarity with CRM/database systems (Salesforce or Homekeeper…