About The Position

In this role, you will be responsible for... Household Intake and Support: Guide qualifying homeowners and lenders through every stage of the assistance process - from pre-application to project completion - ensuring a smooth and supportive experience. Conduct application intake, collect required documentation, review eligibility, verify benefits, and coordinate award determination and closings. Provide clear, friendly guidance to applicants by phone, email, and in person regarding available programs, requirements, and next steps. Support clients in setting up and navigating the County’s electronic system, monitoring case status updates, completing assigned tasks, and understanding award and closeout notices. Maintain thorough and accurate case notes, client files, and financial records in compliance with established policies and procedures. Organize, scan, and securely store required eligibility documents in electronic databases and case management systems while keeping hard copy files up to date. Other Stakeholder Coordination: Build and maintain strong partnerships with for-profit and non-profit stakeholders, including financial institutions, housing authorities, service providers, vendors, and contractors. Collaborate with community partners to support the effective delivery of assistance programs and ensure a seamless process for all parties involved. Assist with preparing documentation, correspondence, and reviewing applications and eligibility materials submitted by non-household stakeholders.

Requirements

  • Associate's degree from an accredited college or university with 3+ years of job-related experience.
  • Bachelor's degree from an accredited college or university in a job-related field with 1+ year job-related experience.
  • 5+ years of professional related experience can be substituted for the degree (at management discretion).

Nice To Haves

  • Experience in case management, affordable housing, and/or grant-funded programs, with the ability to navigate program requirements confidently.
  • Strong written and verbal communication skills, with the ability to resolve conflicts and de-escalate sensitive situations professionally.
  • Detail-oriented and highly organized, with a solid understanding of compliance standards, record-keeping practices, and file closeout procedures.
  • Ability to quickly learn and apply housing program policies, procedures, and regulatory requirements.
  • Customer-focused professional who works effectively with socio-economic and ethnically diverse populations and thrives in a fast-paced environment.
  • Proficient in Microsoft Word, Excel, Outlook, and internet research tools, and able to travel throughout the designated county area as needed.

Responsibilities

  • Guide qualifying homeowners and lenders through every stage of the assistance process - from pre-application to project completion
  • Conduct application intake, collect required documentation, review eligibility, verify benefits, and coordinate award determination and closings.
  • Provide clear, friendly guidance to applicants by phone, email, and in person regarding available programs, requirements, and next steps.
  • Support clients in setting up and navigating the County’s electronic system, monitoring case status updates, completing assigned tasks, and understanding award and closeout notices.
  • Maintain thorough and accurate case notes, client files, and financial records in compliance with established policies and procedures.
  • Organize, scan, and securely store required eligibility documents in electronic databases and case management systems while keeping hard copy files up to date.
  • Build and maintain strong partnerships with for-profit and non-profit stakeholders, including financial institutions, housing authorities, service providers, vendors, and contractors.
  • Collaborate with community partners to support the effective delivery of assistance programs and ensure a seamless process for all parties involved.
  • Assist with preparing documentation, correspondence, and reviewing applications and eligibility materials submitted by non-household stakeholders.

Benefits

  • Health, Dental, Vision, and Life Insurance
  • Short-Term and Long-Term Disability
  • Flexible Spending Accounts
  • Employee Assistance Program (EAP)
  • Florida Retirement System (FRS)
  • free gyms at multiple Sarasota County Government locations
  • 11 paid holidays, 3 personal days and 16 paid vacation days in the first year of full-time employment with increasing accrual rates with years of service
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