Lease Up Intake Specialist
About The Position
The Lease Up Intake Specialist is an onsite, temporary role supporting an accelerated lease-up at James L Simmons Senior Apartments in Yonkers, New York. The Specialist converts scheduled appointments into completed, document-ready intake files for the Compliance team. The role owns appointment show rate, intake completion rate, and the quality of files handed off to Compliance. The position is an eight-week, 40-hour-per-week W-2 temporary engagement. The Specialist conducts household interviews, gathers and reviews applicant documentation, follows up on missing items, and coordinates appointment changes with the Outbound team. Compliance retains responsibility for final eligibility determinations; cold calling and list management are handled by Outbound Coordinators. The role reports to the Community Manager at James L Simmons Senior Apartments.
Requirements
- High school diploma or equivalent.
- At least 2 years of experience in affordable housing intake, property management leasing, social services intake, or a comparable document-heavy interview role.
- Working knowledge of LIHTC or HCR program eligibility basics, including income calculation, household-composition rules, and asset disclosure.
- Strong interview skills and ability to navigate sensitive financial conversations with applicants from varied backgrounds.
- Meticulous attention to documentation details.
- Comfort using Yardi, OneSite, MRI, or comparable property-management software.
- Ability to commute reliably to the property.
Nice To Haves
- Associate’s degree.
- HCCP, TCS, COS, or other affordable-housing compliance certifications.
- Prior lease-up experience.
- Experience working under verification, agency-overlay, and lender-driven file deadlines.
Responsibilities
- Complete 4–6 household intake interviews per day, or 20–25 per week, with each interview lasting 60–90 minutes.
- Prepare for interviews by reviewing lead notes in the CRM, printing the intake packet, and preparing a checklist tailored to the household’s likely income sources.
- Interview households and collect identification, household-composition information, income and asset documentation, and program-specific certifications.
- Prepare and quality-review each file for 30–45 minutes before handing it off to Compliance.
- Follow up for missing documents, allowing 20–40 minutes per file to pursue items within the 72-hour window.
- Maintain a clean, organized onsite intake space and preserve applicant confidentiality.
- Hand off only complete, Compliance-ready files and track and report missing-document aging daily.
- Coordinate with the Outbound team on the same day when an appointment is missed or rescheduled so the appointment slot can be backfilled.
- Participate in the Community Manager’s daily 15-minute pipeline standup.
Benefits
- Ongoing training and development
- 13 holidays
- 15 days paid time off
- 401(k) with company match
- Medical insurance
- Health savings account (HSA)
- Dependent care flexible spending account
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Company-paid short- and long-term disability insurance
- Wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
