Intake Specialist

Charter Oak Communities•Stamford, CT
•$52,000 - $56,000

About The Position

This position is responsible for receiving and reviewing applications for all housing programs including Public Housing, Low Income Housing Tax Credit, and Project-Based Voucher Housing. This position serves as the primary contact for applicants and the public.

Requirements

  • Yardi experience strong preferred.
  • Superior client-centered, positive and professional customer service skills.
  • Excellent ability to handle diverse situations.
  • Highly developed interpersonal skills, with the ability to work harmoniously with staff, residents as well as the public.
  • Strong ability to interpret and communicate complex and changing state/federal policies and regulations.
  • Accurate typing and data entry skills.
  • Strong attention to detail skill.
  • Strong judgment, reasoning and organizational abilities.
  • Strong analytical and math abilities.
  • Good knowledge of general office and administrative procedures.
  • Good knowledge of all office equipment, including a telephone, fax machine and copier.
  • Excellent ability to handle difficult situations.
  • Strong ability to work effectively in a team environment or independently in a fast-paced team environment.
  • Working knowledge of Management Information System (Yardi).
  • Strong ability to handle multiple tasks quickly and accurately.
  • Strong ability to work with minimal supervision.
  • Strong ability to meet deadlines.
  • Microsoft Word, Excel and Outlook proficiency.
  • Currently certified in Low Income Housing Tax Credit and Rent Calculations or be certified within six months of hire date/transfer.
  • Pass a pre-employment physical, drug screening, educational background check and criminal investigation.

Nice To Haves

  • Accounting, interviewing and direct customer interfacing experience a plus.
  • Spanish, Creole or other foreign language skills preferred.

Responsibilities

  • Welcomes, directs, greets and assists all guests and applicants, in a professional, courteous and friendly manner.
  • Answers multi-line telephone system and disseminates calls.
  • Communicates program information and requirements to applicants, participants, residents, owners, and general public.
  • Responds to applicant inquiries.
  • Maintains waiting list through marketing, community relations, and communication to ensure compliance.
  • Receives and reviews applications and supporting documentation to determine program eligibility.
  • Determines application eligibility, calculates income, assets, and allowances.
  • Obtains current, third-party verification in accordance with program requirements and procedures, including use of Enterprise Income Verification (EIV) information.
  • Enters data into Management Information System (MIS).
  • Provides data for a variety of reports.
  • Maintains applicant files to ensure completeness of required documentation and verification.
  • Completes purge of files and maintains online file management system for records retention.
  • Performs a variety of clerical functions in support of various departments.
  • Backs-up receptionist by meeting, greeting, and assisting applicants, residents and guests.
  • May be required to perform other related duties as required and/or assigned.
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