Client Services Coordinator, Non-Profit in Richmond, VA

Warren Whitney•Richmond, VA
•$24 - $26•Onsite

About The Position

Project:HOMES, a growing nonprofit organization focused on affordable housing, home repairs, accessibility, and energy efficiency, is seeking a non-supervisory Client Services Coordinator for its Richmond, Virginia team. The coordinator supports annual production goals by qualifying applicants for home repair assistance, managing waiting lists for assigned localities, and responding to changing program needs. The role reports to the Director of Client Services (Affordable Housing). Primary work includes selecting applicants, distributing applications, following up on missing documentation, answering questions about programs, scheduling client appointments, handling sensitive client information, and calculating income and assets from client documentation. The coordinator also helps build applicant pools through marketing and outreach when waiting lists are limited, screens applicants, conducts initial intakes, maintains accurate records and database entries, and works closely with Affordable Housing Program Managers. Other duties may be assigned. The position is based onsite in Richmond, Virginia. Typical hours are Monday through Thursday, 8 AM to 5 PM, and Friday, 9 AM to 1 PM. Candidates must successfully complete pre-employment background screening.

Requirements

  • Minimum of 3 years of work experience in the nonprofit field, Social Work administration, Finance-related Customer Service, professional caregiver roles, or work with the public.
  • Ability to evaluate information to determine compliance with program standards.
  • Familiarity with Microsoft Office Suite, teleconferencing, data entry, and database management.
  • Ability to work collaboratively and use effective oral and written communication skills.
  • Successful completion of pre-employment background screening.

Nice To Haves

  • Bachelor's degree in political science, social work, communications, psychology, business, or a related discipline; equivalent experience and education may be considered in lieu of formal education.
  • Spanish bilingual ability.

Responsibilities

  • Qualify eligible clients for home repair assistance, including selecting applicants, distributing applications, following up on missing documentation, answering questions, explaining program requirements, scheduling appointments, securing sensitive information, and calculating income and assets.
  • Coordinate marketing and outreach to expand the client pool when program waiting lists are limited or insufficient.
  • Maintain accurate, updated, and organized client waiting lists and records after each client contact, including documenting information in the internal database.
  • Assist the Client Services team by screening new applicants and completing initial client intakes.
  • Work with Affordable Housing Program Managers to respond quickly to production-plan changes and ensure assigned programs have enough qualified clients.
  • Represent the organization professionally to clients, agency partners, vendors, and internal personnel.
  • Promote and adhere to the organization's mission, vision, values, policies, and applicable laws in a fair and equitable manner.
  • Perform other duties as assigned.
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