Published: Jul 16, 2025 - The Home Specialist is responsible for managing lead engagement and conversion by overseeing electronic marketing efforts, following up with prospects, and coordinating next steps with the sales consultant. This role involves acting as a key liaison between marketing and the sales team, maintaining detailed CRM records, sharing lead feedback, and reporting performance metrics to leadership. The specialist also includes attending sales meetings, visiting communities to stay informed about products, and handling inbound phone inquiries.

Tips for Home Specialist Skills and Responsibilities on a Resume
1. Home Specialist, Hearth & Haven Property Solutions, Madison, WI
Job Summary:
- Serve in the Job Connection Center during hours to offer employment services to Goodwill employees.
- Provides case management services under the Begin at Home initiative and serves as the main point of contact under the program.
- Engage with partner agencies to foster relationships to provide referrals for clients who need support in several key areas found in the Circle of Care.
- Provides referrals to partner agencies using appropriate protocols.
- Performs intake and assessments for proper employment placement and service assessment.
- Complete the Begin at Home questionnaire to determine appropriate service needs for Goodwill employees under the program.
- Create Individual Employment Plans for clients who use services through Goodwill, including a plan for job attainment and skill mastery.
- Schedule training and development activities for clients based on their individual needs.
- Create and follow a contact strategy to maintain consistent contact with clients to ensure success in job placement and employment retention.
- Connect clients with jobs or services using a warm hand-off process.
- Assist with organizational Job Fairs.
- Attend citywide job fairs and networking events to promote services and develop relationships with other companies, organizations, and agencies for the purpose of job referrals.
- Work with the Director of Training and Employment Services to offer additional employment training activities.
- Update records in internal systems and enter information.
Skills on Resume:
- Case Management (Hard Skills)
- Client Assessment (Hard Skills)
- Employment Planning (Hard Skills)
- Referral Coordination (Hard Skills)
- Training Scheduling (Hard Skills)
- Relationship Building (Soft Skills)
- Client Communication (Soft Skills)
- Data Management (Hard Skills)
2. Home Specialist, GreenLeaf Home Services, Bend, OR
Job Summary:
- Maintain case notes and records.
- Serve as an advocate on behalf of the program and the clients within it.
- Operate and navigate resources under the 6 key points of resource need, including Housing, transportation, food insecurity, financial security, daycare, and employment.
- Serve as a liaison within a specific district of designated stores, job families, and special populations to serve the needs of Goodwill employees to support employment and long-term stability.
- Work autonomously and provide adequate check-in information, often with leadership, to determine the course strategy of the program.
- Complete reports to speak to the health of the program and relevant data.
- Request referrals from clients to help serve a wider population of staff.
- Facilitate Interview Skills and Dress for Success workshops.
- Work with HR to determine employment needs and send employment referrals.
- Complete and run reports for the area of Employment Services.
- Perform assessments of results.
- Participate in staff, inter-agency, or other project coordinating meetings.
- Interacting with others in an intimate setting involving questioning techniques
- Reviews and is familiar with OK Goodwill safety policies, programs, and procedures.
- Adheres to all safety rules, regulations, and safety codes, and attends safety training sessions and necessary safety meetings.
Skills on Resume:
- Case Note Maintenance (Hard Skills)
- Client Advocacy (Soft Skills)
- Resource Navigation (Hard Skills)
- Liaison Coordination (Hard Skills)
- Autonomous Work (Soft Skills)
- Report Writing (Hard Skills)
- Workshop Facilitation (Hard Skills)
- Safety Compliance (Hard Skills)
3. Home Specialist, CozyNest Residential Care, Greenville, SC
Job Summary:
- Engage families in service and treatment planning.
- Assess family and client needs.
- Plan and implement appropriate interventions using evidence-based and best practice approaches.
- Meet with designated clients for the prescribed number of hours/ days/contacts per week.
- Maintain open communication with referring authorities.
- Attend court hearings and provide testimony.
- Assist youth/families in accessing and navigating community resources.
- Submit accurate, required notes within 24 hours of service and complete required reports within assigned timeframes.
- Transport clients utilizing their personal vehicles.
- Provide mentoring and job shadowing to new and current staff.
Skills on Resume:
- Family Engagement (Soft Skills)
- Needs Assessment (Hard Skills)
- Intervention Planning (Hard Skills)
- Client Communication (Soft Skills)
- Court Testimony (Hard Skills)
- Resource Navigation (Hard Skills)
- Documentation Accuracy (Hard Skills)
- Mentoring Staff (Soft Skills)
4. Recovery Home Specialist, BlueSky Home Advisors, Boise, ID
Job Summary:
- Supervise and manage the behavior of the residents and provide appropriate behavioral interventions and consequences.
- Implement therapeutic activities and facilitate the development of independent living skills.
- Develop and present all resident education.
- Provide transportation to and from school, jobs, counseling services, 12-step meetings, medical services, recreational activities, etc
- Assist in planning menus with residents and shopping for household items.
- Supervise all daily activities, including house jobs, study halls, menu planning, shopping, cooking meals, free time, etc.
- Consult with other staff members and plan daily therapeutic direction for the designated
- Facilitate focal group discussion sessions.
- Attend all scheduled meetings of staff, such as treatment plan reviews, shift meetings, or appropriate committee meetings.
- Ensure that patient service records are maintained consistent with OASA, JCAHO, DOC and DCFS regulations.
- Monitor self-administration of medicine by residents and record information on medical.
- Oversee the cleanliness of the house, resident house jobs, and the proper use of equipment and supplies.
- Serve as a member of the assigned team and participate in all team meetings and activities.
- Exercise confidentiality in keeping with the professional Code of Ethics and within the framework of the law.
- Deliver exceptional customer service consistently to every customer.
- Serve as a role model and demonstrate positive guest relations in representing the agency.
Skills on Resume:
- Behavior Supervision (Hard Skills)
- Therapeutic Facilitation (Hard Skills)
- Resident Education (Hard Skills)
- Transportation Coordination (Hard Skills)
- Menu Planning (Hard Skills)
- Team Collaboration (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Confidentiality Ethics (Soft Skills)
5. Home Specialist, SafeHarbor Home Experts, Akron, OH
Job Summary:
- Close sales based on quarterly targets
- Follow up promptly with all leads
- Meet with prospects unless out on site
- Need to work weekends on a basis
- Qualify leads based on needs
- Use a sales process to help buyers through the buying process
- Respond to all email, chat and phone leads immediately
- Provide consistent follow-up to online prospects with the goal of setting an appointment
- Work with the prospect to determine the best floor plan for their needs
Skills on Resume:
- Sales Closing (Hard Skills)
- Lead Follow-up (Hard Skills)
- Prospect Meeting (Soft Skills)
- Weekend Availability (Soft Skills)
- Lead Qualification (Hard Skills)
- Sales Process Management (Hard Skills)
- Multi-channel Communication (Hard Skills)
- Needs Assessment (Soft Skills)
6. Home Specialist, ComfortWay Home Services, Des Moines, IA
Job Summary:
- Help prospects evaluate their lot for construction
- Perform home tours of homes under construction
- Contact for customers throughout the building experience
- Help coordinate and host live education events
- Utilize Customer Relationship Management software as laid out in company procedures
- Support website and social media content generation
- Assist prospects in finding land
- Earn high Customer Satisfaction scores and referral business
Skills on Resume:
- Lot Evaluation (Hard Skills)
- Home Tours (Hard Skills)
- Customer Communication (Soft Skills)
- Event Coordination (Hard Skills)
- CRM Software Use (Hard Skills)
- Content Support (Hard Skills)
- Land Assistance (Hard Skills)
- Customer Satisfaction (Soft Skills)
7. Foster Home Specialist, BrightPath Residential Solutions, Asheville, NC
Job Summary:
- Provides supportive services for children referred to a foster home through the child placing agency.
- Provides direct services, orientation, and support for foster care homes.
- Serves as a contact person for outside agencies in regard to service delivery for foster care.
- Documents service delivery, monthly reporting, critical incident reports, initial licensing paperwork, re-licensing paperwork, and all other assigned documentation and reporting requirements.
- Complies with HIPAA regulations for the Foster Home Program.
- Assists in maintaining foster home files and submits new information to the funder as required by foster home regulations
- Assists in providing and tracking training for foster parents and ensuring that all required training hours are met and documented.
- Develops and maintains relationships with all referral sources for foster care placements and ensures all necessary paperwork is complete.
- Consults with the funder in the agency’s service planning process for children.
- Maintains assigned paperwork in compliance with standards and client confidentiality according to established policies, federal and state statutes.
- Recruiting of foster homes, completes home studies/assessments, and conducts foster parent support meetings.
- Participate in training and development activities.
- Report any acts, incidents, or conditions that reflect the possibility of inappropriate youth-to-youth or staff-to-youth relationships.
- Report any use of physical force and all unusual incidents per Eckerd policy and state guidelines.
- Report abuse and neglect per state statute.
Skills on Resume:
- Supportive Services (Hard Skills)
- Foster Care Orientation (Hard Skills)
- Agency Liaison (Soft Skills)
- Documentation Compliance (Hard Skills)
- HIPAA Compliance (Hard Skills)
- Training Coordination (Hard Skills)
- Relationship Management (Soft Skills)
- Incident Reporting (Hard Skills)
8. Online New Home Specialist, TrueRoots Home Management, Eugene, OR
Job Summary:
- Meet or exceed monthly conversion targets.
- Provide excellent customer service
- Respond to all inquiries utilizing email, phone, text and mail.
- Assess the lead’s needs and preferences to determine appropriate community and product.
- Schedules appointments for leads at the appropriate community.
- Provide information regarding the community and the surrounding area.
- Provides the Sales Team with all information about leads’ needs and preferences to ensure a warm and smooth transfer.
- Provides referrals to lenders and other resources.
- Communicates appointment details to lead, including time, date, location with driving directions, name of sales consultant, and direct phone number for sales consultant.
- Audits division and community web pages regularly.
- Submits website changes to the corporate marketing group.
Skills on Resume:
- Sales Conversion (Hard Skills)
- Customer Service (Soft Skills)
- Multi-channel Communication (Hard Skills)
- Needs Assessment (Soft Skills)
- Appointment Scheduling (Hard Skills)
- Referral Coordination (Hard Skills)
- Information Sharing (Soft Skills)
- Website Auditing (Hard Skills)
9. Online New Home Specialist, PureComfort Home Care, Fayetteville, AR
Job Summary:
- Demonstrates thorough knowledge of Dan Ryan Builders’ practices and products.
- Oversight of electronic marketing efforts, including eblasts to leads, prospects and real estate agents.
- Follows up with lead after appointment to close the loop and, in coordination with the sales consultant, determine next steps.
- Acts as a resource to the sales team by sharing lead information and feedback.
- Attends and participates in sales meetings
- Maintains tracking records including lead information, appointments scheduled and kept, and sales resulting from appointments
- Reports metrics regularly to the leadership team, including the number of leads, conversion of leads to appointments, percentage of appointments kept, conversion of kept appointments to sales, and conversion of leads to sales
- Enters all pertinent information into CRM, including records of all interactions with the lead.
- Visits communities regularly to establish a strong working relationship with the sales team and ensure accurate and timely knowledge of product and location.
- Manage inbound phone calls as directed by the leadership team.
Skills on Resume:
- Product Knowledge (Hard Skills)
- Electronic Marketing (Hard Skills)
- Lead Follow-up (Hard Skills)
- Sales Team Support (Soft Skills)
- Meeting Participation (Soft Skills)
- Data Tracking (Hard Skills)
- CRM Data Entry (Hard Skills)
- Relationship Building (Soft Skills)
10. Home Specialist, Evergreen Home Assist, Rochester, MN
- Manage an investor, insurer, or portfolio-specific portfolio.
- Receive inbound or make outbound calls to assist members with inquiries regarding their home retention option, supporting documentation requirements, or general loan servicing questions.
- Meet investor and or state-specific guidelines to set up approved repayment, trial, or forbearance plans.
- Update member financial information based on a change in circumstance or to address member hardship at the plan.
- Respond to member communications and authorized third parties to ensure items are acknowledged and processed in a timely manner.
- Ensure investor and state-specific letters and call attempts are completed.
- Collaborate and coordinate with servicing departments, including collections, property preservation, foreclosure, and bankruptcy.
- Accountable for performing all duties in accordance with company policies and procedures and state and federal laws.
- Demonstrate behaviors that are aligned with the organization’s desired culture and values.
- Portfolio Management (Hard Skills)
- Member Communication (Soft Skills)
- Repayment Plan Setup (Hard Skills)
- Financial Information Update (Hard Skills)
- Timely Response (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Interdepartmental Collaboration (Soft Skills)
- Policy Adherence (Hard Skills)
11. Home Specialist, Harmony Home Consultants, Missoula, MT
Job Summary:
- Meets or exceeds daily, weekly and monthly individual sales goals and works with sales coach to build plans for improvement areas.
- Meets or exceeds the store’s KPI goals.
- Achieves the credit and delivery charge penetration goals.
- Following the Love’s selling process for furniture and mattresses.
- Keeps up to date on competitor policies, promotions, and products.
- Assists in maintaining store standards and store appearance.
- Promotes teamwork and depicts behaviors that are in line with company values.
- Promotes fellow employee engagement with a constant focus on building a great culture within the store.
Skills on Resume:
- Sales Target Achievement (Hard Skills)
- KPI Monitoring (Hard Skills)
- Credit Penetration (Hard Skills)
- Product Knowledge (Hard Skills)
- Store Maintenance (Hard Skills)
- Teamwork Promotion (Soft Skills)
- Employee Engagement (Soft Skills)
- Company Culture Advocacy (Soft Skills)
12. Home Specialist, WillowBrook Home Services, Duluth, MN
Job Summary:
- Assists assigned home furnishings “buddy” through motivation, training, and accountability.
- Utilizes CRM (customer relationship management) tools daily to improve Key Results Areas (i.e., undelivered business, lead generation and sales performance results).
- Actively participates in training and meetings, applies learning to improve performance and promote self-development.
- Tender sales (clerical, no cash handling).
- Acts as an ambassador for Love’s Furniture, implements creative ideas for additional business by networking and prospecting.
- Assists with tagging, housekeeping, clerical, inventory, visual merchandising, promotional, and customer pick-up activities.
- Authority as detailed in the Company’s Standard Operating Procedures.
- Apply corporate values.
Skills on Resume:
- Motivation and Training (Soft Skills)
- CRM Utilization (Hard Skills)
- Continuous Learning (Soft Skills)
- Sales Processing (Hard Skills)
- Networking and Prospecting (Soft Skills)
- Inventory Assistance (Hard Skills)
- Visual Merchandising (Hard Skills)
- Policy Adherence (Hard Skills)
13. Home Preservation Specialist, NewLeaf Home Support, Boulder, CO
Job Summary:
- Minimize risk through consistent and accurate application of Bank, investor, insurer and regulatory guidelines in relation to default processes.
- Analyze various forms of loan and client documentation for completeness, aging and financial purposes.
- Manage assigned loan population for strict adherence to applicable timeline requirements.
- Complete loan research and notations of the servicing file in Mortgage Servicing Platform (MSP) and auxiliary systems.
- Provide excellent customer service to clients, internal and external business partners, and vendors, both over the phone and in writing, following the Perfect Client Experience model.
- Track, resolve and ensure appropriate handling of client complaints by properly logging them in the appropriate system, notating a detailed explanation of the issue and resolution, and correctly routing for reporting purposes.
- Maintain compliance with federal and state privacy regulations to safeguard client information.
- Enhance personal and professional growth through completion of mandatory training courses within the given timeframe, as well as voluntary training and education related to job function or areas of interest.
Skills on Resume:
- Risk Management (Hard Skills)
- Loan Documentation Analysis (Hard Skills)
- Timeline Management (Hard Skills)
- Loan Research (Hard Skills)
- Customer Service (Soft Skills)
- Complaint Resolution (Soft Skills)
- Privacy Compliance (Hard Skills)
- Professional Development (Soft Skills)
14. Home Retention Specialist, Sunridge Home Solutions, Yakima, WA
Job Summary:
- Responsible for including, but not limited to, handling interactions with mortgage members and processing communications needed through various channels.
- Maintaining servicing protocols, including, but not limited to, Investor or Insurer, Federal and State servicing guidelines and requirements.
- Meeting established service performance benchmarks.
- Review open accounts for collection and skip trace efforts.
- Collect members’ payments in accordance with payment due dates
- Identify opportunities to streamline and automate internal processes.
- Assist with improving efficiencies to increase the effectiveness of the department.
- Provide timely follow-up on payment arrangements.
- Address and resolve general and escalated member issues
- Keep notes on all calls so that a history is maintained for all accounts regarding collections efforts.
- Responsible for making notes clear and concise so that readers can understand the hardship issue.
Skills on Resume:
- Member Interaction (Soft Skills)
- Servicing Protocols (Hard Skills)
- Performance Benchmarking (Hard Skills)
- Collections Review (Hard Skills)
- Payment Processing (Hard Skills)
- Process Improvement (Hard Skills)
- Issue Resolution (Soft Skills)
- Accurate Documentation (Hard Skills)
15. Home Lending Specialist, NestWise Residential Care, Lynchburg, VA
Job Summary:
- Actively solicit and originate new residential loans via leads generated within the branch or supplied by HL management.
- Develop and strengthen partnerships and referral sources (e.g., Relationship Bankers, Financial Advisors, Business Bankers) by meeting with branch customers to start a conversation, share information, and explore how Chase products meet their needs.
- Actively participate in branch huddles and events to share updates and information, coaching referral partners (e.g., Relationship Bankers, Financial Advisors, Business Bankers) on home lending products and services
- Demonstrate strong interpersonal skills as well as provide exceptional customer service throughout the loan origination process
- Guidance and training on internal mortgage systems/technology
- Refer complex loans to senior HLA until product proficiency has been demonstrated
- Complete training in products, industry knowledge, and sales
- Completion of the training and probationary periods demonstrates strong loan production, product and industry knowledge
- Transition to HL Advisor role
Skills on Resume:
- Loan Origination (Hard Skills)
- Partnership Development (Soft Skills)
- Team Participation (Soft Skills)
- Customer Service (Soft Skills)
- System Training (Hard Skills)
- Loan Referral (Hard Skills)
- Product Knowledge (Hard Skills)
- Sales Training (Hard Skills)
16. Home Specialist, MapleGate Home Services, Albany, NY
Job Summary:
- Develop relationships with customers by ensuring knowledge of customers' business, industry and banking needs
- Assist the customer in determining the optimal product utilization through needs-based conversations
- Ensure regular contact is made with the customer throughout the lending process and ensure the customer is introduced to the key team members for any fulfillment or ongoing non-lending needs
- Active participant in community organizations where potential borrowers are likely to participate
- Drive business development activities to support growth initiatives
- Develop and maintain financial acumen on customer and financial documentation associated with lending submissions.
- Handling leads that are passed through
- Assessing and closing each deal
- Completing a full end-to-end analysis of the application and following through to settlement
- Working with Lenders to ensure all documentation is provided and reviewed in a timely manner
- Adhering to all relevant regulations and guidelines
- Adding fun and a positive attitude to the team
Skills on Resume:
- Customer Relationship (Soft Skills)
- Needs-Based Selling (Soft Skills)
- Client Communication (Soft Skills)
- Community Engagement (Soft Skills)
- Business Development (Hard Skills)
- Financial Analysis (Hard Skills)
- Deal Closing (Hard Skills)
- Regulatory Compliance (Hard Skills)
17. Home Mortgage Pre-Foreclosure Specialist, Oakfield Home Management, Cedar Rapids, IA
Job Summary:
- Responsible for managing an assigned portfolio of GNMA accounts in pre-foreclosure status.
- Ensure the pre-foreclosure process is completed accurately in adherence to mandatory state and investor/insurer timelines
- Acting as a liaison between the various areas in default and outside counsel.
- Review daily reports to ensure investor/insurer guidelines are met timely with respect to breach letters, referrals and foreclosure hold statuses
- Demonstrate working knowledge and understanding of all default, breach, and state-specific Collection and NOI letter processes
- Review loans to ensure all state and insurer-mandated communications have been sent to all interested parties
- Create and send referral packages to Foreclosure counsel timely manner
- Effectively manage a pipeline of time-sensitive loans
Skills on Resume:
- Portfolio Management (Hard Skills)
- Pre-Foreclosure Process (Hard Skills)
- Liaison Communication (Soft Skills)
- Report Review (Hard Skills)
- Regulatory Knowledge (Hard Skills)
- Loan Review (Hard Skills)
- Referral Coordination (Hard Skills)
- Pipeline Management (Hard Skills)