Prospect Pipeline Specialist

Prospect Pipeline Specialist

The Prospect Pipeline Specialist is responsible for guiding individuals and families who have never qualified for a mortgage (or struggled to qualify) through the path to homeownership previously. This role serves as the primary coordinator between prospective homebuyers, nonprofit partners, and mortgage lenders, ensuring each client has access to resources, meets eligibility requirements, and receives the support necessary to secure a sustainable mortgage.

Responsibilities

Pipeline Management

• Manages a portfolio of prospective homebuyers from initial intake through mortgage readiness. Utilizes discernment to prioritize prospective homebuyers based on engagement, compliance, and active, didactic communication.
• Monitors and reports on lead sources, conversion rates, and pipeline status metrics.
• Establishes engagement campaigns to include initial, verbal communication followed by quarterly review and consistent contact strategy where updates on status and action plans for next steps are defined and timely.
• Flags stalled prospects and implement re-engagement strategies and tracks results.
• Receives approval letter with AMI % from lender and upload into system.
• Receives homebuyer education certificate from client and upload into the system.
• Verifies lender submits for any Down Payment Assistance (DPA) needed in a timely fashion as to not delay closing; track progression.
• Reaches out to any clients under 620 credit score or that went Back on Market (BOM) due to financial reasons and serves as a credit repair partner.
• Attends weekly call to collaborate with True Homes construction and closing team to identify opportunities and issues proactively to progress clients through build process to closing.
• Tracks client progress against established milestones and identify gaps.
• Maintains accurate, detailed records in a CRM or tracking system.
• Executes 3CX call return support for potential clients as a lead generation source.

Partnership Coordination

Sales Collaboration

Client Support & Advocacy

Program Oversight & Reporting

Results / Accountability

Qualifications

General Requirements

Physical Requirements