Client Intake and Outreach Specialist
About The Position
Rebuilding Together Peninsula seeks a welcoming, organized, empathetic team player to serve as the primary contact for current and prospective homeowners and nonprofit agencies seeking assistance. The specialist supports outreach to prospective clients and guides homeowners through the application process, including responding to inquiries, helping applicants process income-eligibility paperwork, communicating participation guidelines, and scheduling home assessments. The role also supports project briefings, client records and documentation, progress tracking, reporting, and improvements to forms and systems. This is a full-time, non-exempt position based in Redwood City and reports to the Director of Programs.
Requirements
- Strong customer service approach.
- Fluency in written and spoken English and Spanish.
- Proven ability to build relationships with people of diverse backgrounds.
- Excellent attention to detail and follow-through.
- Self-motivated, accountable, and responsible.
- Excellent interpersonal skills.
- Ability to work independently and take initiative.
- Highly flexible and adaptable.
- Highly organized and process-oriented.
- Strong problem-solving skills.
- Comfort with information technology and basic software, including Google Apps and MS Office/Word.
- Reliable transportation, a valid California driver’s license, and proof of insurance.
- Ability to pass a background check and have a clean driving record.
Nice To Haves
- Familiarity with Salesforce.
- Presentation skills.
- Experience working in a nonprofit.
- Knowledge of the Peninsula.
Responsibilities
- Support community outreach by helping with tabling and other homeowner outreach events.
- Respond to requests from prospective and current homeowners regarding their applications.
- Effectively communicate guidelines for participation.
- Conduct pre-repair project briefings for homeowners and facilities.
- Provide updates on progress and issues.
- Schedule home assessments for staff to determine homeowners’ and agencies’ repair needs.
- Maintain the client database and files.
- Maintain accurate documentation and track progress.
- Support quarterly and year-end reporting.
- Support the design of new forms and systems to enhance efficiency as appropriate.
Benefits
- 401(k)
- Employee discounts
- Health insurance
- Paid time off
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
