Essential Functions/Key Responsibilities:

• Document review, data entry, and investigation of missing information. 

• Communicate with internal and external clients and contractors to obtain missing information. 

• Coordinate client intake by making client appointments between MVRF, Heartwap, WAP, and AMP. 

• Answer the phone and field client questions for MVRF, Heartwap, WAP, and AMP. 

• Meet with clients as they come in and help them get the appropriate services between MVRF, Heartwap, WAP, and AMP. 

• Maintain data entry of Heartwap clients by going into the client files, updating information, and entering any bills that need to be paid. 

• Maintain data entry of WAP clients by reviewing the client data entered by the auditors and approving/completing the file. 

• File client folders in alphabetical order. 

• Confirm that licenses & insurance certifications for contractors in MVRF, Heartwap, WAP are up to date on a regular basis; follow up with contractors to update any documents that are set to expire.

• Assist the Program Manager in writing up the heating system proposal and submitting to EOHLC for approval.

• Must maintain accurate client/contractor files, data entry for MVRF, HWAP/WAP and perform general office duties as required.

• Other duties as required based on the program’s needs.