What are the responsibilities and job description for the Intake Coordinator position at Community Housing Innovations, Inc.?
Job Title: Intake CoordinatorReports To: Homeownership Program ManagerDepartment/Program: Homeownership & Housing RetentionFLSA Status: ExemptLocation: Fishkill, NYEmployment Status: Part-Time (25-30 Hours)Hourly Rate: $24.04 Per Hour
Job Summary: The Intake Coordinator serves as the first point of contact for prospective clients seeking CHI services. This role is responsible for intake, application processing, client follow-up and coordination across all homeownership and housing retention programs. The position requires strong customer service, organizational and communication skills, as well as the ability to manage multiple priorities in a fast-paced, community-focused environment. A critical aspect of this role is to ensure that client files are maintained in audit-ready condition, adhering to regulatory and funding requirements. This position is based in Fishkill and requires both evening and weekend availability as well as travel within the designated service areas.
Key Responsibilities
Serve as the first contact for clients via phone, email, mail, and in-person inquiries regarding CHI services, referrals, grants, counseling, and education programs.
Provide accurate information on application processes, eligibility, and program requirements.
Demonstrate strong proficiency in Microsoft Office, including Word, Excel, and Outlook, with the ability to efficiently manage documents, data, and correspondence.
Manage the intake process across all homeownership and housing retention programs, ensuring that all files are organized and that a current waitlist is maintained.
Utilize Counselor Max, a web-based client management system, to create and maintain client profiles and case notes.
Be flexible and willing to take on additional responsibilities as needed to support the homeownership program.
Be available three evenings per month to present at First-Time Homebuyer Orientations.
Schedule client appointments and register participants for orientations and education classes.
This position requires personal transportation for travel within the designated market area; travel expenses will be reimbursed according to company policy.
Occasional weekend availability is required to meet program needs.
Ability to travel offsite approximately 40% of the time for client meetings, presentations, and outreach activities.
Follow up with applicants to complete their applications so they can progress to the next stage of homeownership, eviction, or foreclosure prevention counseling.
Assist with annual HOME monitoring mailing lists, compliance follow-ups, and updates for current and past grant contracts.
Strong interpersonal skills to work with diverse populations, including low- to moderate-income households.
Understanding of HUD counseling requirements, fair housing regulations and program compliance.
Ability to maintain client confidentiality and comply with privacy regulations (e.g., HUD, CFPB).
Experience with documenting and reporting outcomes according to HUD standards.
Send termination notices to clients who fail to complete the grant process, ensuring that appropriate documentation is maintained.
Scan and maintain records for clients who have been terminated, ensuring compliance with HUD requirements.
Maintain both paper and electronic records for all rehab activities, including contractor agreements, check requests, and amendments to rehab contracts.
Proficient in hosting, scheduling, presenting and managing meetings across a variety of virtual conferencing platforms (e.g., Zoom, Microsoft Teams, WebEx, Google Meet).
Prepare and pack all materials for outreach and application events, ensuring counselors have what they need for successful engagement.
Ensure ongoing professional devel
Job Summary: The Intake Coordinator serves as the first point of contact for prospective clients seeking CHI services. This role is responsible for intake, application processing, client follow-up and coordination across all homeownership and housing retention programs. The position requires strong customer service, organizational and communication skills, as well as the ability to manage multiple priorities in a fast-paced, community-focused environment. A critical aspect of this role is to ensure that client files are maintained in audit-ready condition, adhering to regulatory and funding requirements. This position is based in Fishkill and requires both evening and weekend availability as well as travel within the designated service areas.
Key Responsibilities
Serve as the first contact for clients via phone, email, mail, and in-person inquiries regarding CHI services, referrals, grants, counseling, and education programs.
Provide accurate information on application processes, eligibility, and program requirements.
Demonstrate strong proficiency in Microsoft Office, including Word, Excel, and Outlook, with the ability to efficiently manage documents, data, and correspondence.
Manage the intake process across all homeownership and housing retention programs, ensuring that all files are organized and that a current waitlist is maintained.
Utilize Counselor Max, a web-based client management system, to create and maintain client profiles and case notes.
Be flexible and willing to take on additional responsibilities as needed to support the homeownership program.
Be available three evenings per month to present at First-Time Homebuyer Orientations.
Schedule client appointments and register participants for orientations and education classes.
This position requires personal transportation for travel within the designated market area; travel expenses will be reimbursed according to company policy.
Occasional weekend availability is required to meet program needs.
Ability to travel offsite approximately 40% of the time for client meetings, presentations, and outreach activities.
Follow up with applicants to complete their applications so they can progress to the next stage of homeownership, eviction, or foreclosure prevention counseling.
Assist with annual HOME monitoring mailing lists, compliance follow-ups, and updates for current and past grant contracts.
Strong interpersonal skills to work with diverse populations, including low- to moderate-income households.
Understanding of HUD counseling requirements, fair housing regulations and program compliance.
Ability to maintain client confidentiality and comply with privacy regulations (e.g., HUD, CFPB).
Experience with documenting and reporting outcomes according to HUD standards.
Send termination notices to clients who fail to complete the grant process, ensuring that appropriate documentation is maintained.
Scan and maintain records for clients who have been terminated, ensuring compliance with HUD requirements.
Maintain both paper and electronic records for all rehab activities, including contractor agreements, check requests, and amendments to rehab contracts.
Proficient in hosting, scheduling, presenting and managing meetings across a variety of virtual conferencing platforms (e.g., Zoom, Microsoft Teams, WebEx, Google Meet).
Prepare and pack all materials for outreach and application events, ensuring counselors have what they need for successful engagement.
Ensure ongoing professional devel
Salary : $24