Job Description :
We are seeking Intake Specialists for a Temporary position!
Major Duties & Responsibilities: • Collect and organize required documentation to complete applicant intake in accordance with program guidelines.
• Perform routine administrative tasks such as filing, scanning, photocopying, and managing the flow of incoming and outgoing documents.
• Answer inbound phone calls and make outbound calls to respond to inquiries, provide information, or route calls appropriately.
• Schedule and coordinate appointments, meetings, and walk-ins in collaboration with Case Managers and other program staff.
• Maintain applicant files and ensure accurate documentation archiving in accordance with established procedures and compliance standards.
• Assist with onboarding and basic training of new administrative staff, including instruction on documentation protocols and system usage (e.g., Canopy).
• Retrieve and provide applicant documentation from program systems and databases upon staff request.
• Refer complex inquiries or issues to the Case Manager or appropriate supervisory staff for resolution.
• Attend planning meetings, status updates, and other team meetings as directed.
• Provide logistical and administrative support for outreach activities, such as site visits and applicant orientations.
• Collaborate with internal team members and external partners as directed to support daily operations and customer service goals.
• Stay informed of changes to program requirements, applicable laws, and procedures relevant to housing assistance services.
• Participate in assigned training sessions and development opportunities to support job performance and compliance.
• Assist with the tracking, processing, and reporting of applications under supervision, ensuring timely and accurate data entry and updates.
Required Skills:
• Ability to acquire a working knowledge of applicable rules and regulations and the ability guidance to homeowners on program policy and procedures.
• Ability to articulate details of the program in person, over the phone, and in written communication in a manner that is understandable by persons of differing backgrounds and education levels.
• Ability to read, write, and speak English and Spanish.
• Ability to work successfully with socio-economic diverse populations.
• Knowledge, skills and abilities necessary to perform the job function with little to no supervision, while remaining acutely aware of the timeliness, meeting deadlines and performance measures.
• Highly organized and detail-oriented.
• Excellent written and oral communication skills, strong analytical skills and effective interpersonal skills.
• Strong customer service skills and knowledge of customer service best practices.
• Ability to maintain confidentiality of program information.
• Proficiency with Microsoft Word, Excel, Outlook and Internet.
Preferred Qualifications:
• Experience providing customer service or performing in a role that required extensive public contact.
EEOC
