Lease Up Intake Specialist
About The Position
The Lease Up Intake Specialist is an onsite, temporary role supporting an escalated lease-up effort at North Gate Landing in Albany, New York. The position converts appointments scheduled by the Outbound team into completed, document-ready intake files for the Compliance team. The role is accountable for appointment show rate, intake completion rate, and the quality of files handed off to Compliance. It is an eight-week engagement at 40 hours per week, with two incremental positions needed. The role does not make final eligibility determinations, which are owned by Compliance, and does not perform cold calling or list management, which belong to the Outbound Coordinator. The specialist completes household intake interviews, prepares files and tailored checklists, collects identity, household, income, asset, and program certification documents, and reviews each file before hand-off. The position also follows up on missing documents within a 72-hour window, tracks aging, coordinates with Outbound about no-shows and rescheduling, maintains an organized and confidential onsite intake space, and participates in a daily pipeline standup. Compensation is $21.00–$24.00 per hour. The posting describes the engagement as W-2 temporary and states that it has no benefits.
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 detail with documentation.
- Comfort using Yardi, OneSite, MRI, or comparable property-management software.
- Ability to commute reliably to the property; the posting names Albany County in one section and Nassau County in the qualification.
Nice To Haves
- Associate’s degree.
- HCCP, TCS, COS, or other affordable-housing compliance certification.
- Prior lease-up experience.
- Experience working under verification, agency-overlay, and lender-driven file deadlines.
Responsibilities
- Complete 4–6 household intake interviews per day (20–25 per week), with each interview lasting 60–90 minutes.
- Prepare each file before the interview by reviewing CRM lead notes, printing the intake packet, and preparing a checklist based on the household’s likely income sources.
- Conduct household interviews and collect identification, household composition, income documentation, asset documentation, and program-specific certifications.
- Prepare and quality-review files for 30–45 minutes per file before handing them off to Compliance.
- Follow up for missing documents, allowing 20–40 minutes per file, and pursue them 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 same-day appointment no-shows or reschedules so appointment slots can be backfilled.
- Participate in the daily 15-minute pipeline standup hosted by the Community Manager.
Benefits
- The posting says this temporary engagement has no benefits. It also describes Conifer Realty’s general benefits package as including ongoing training and development, 13 holidays, 15 days of paid time off, a 401(k) with company match, medical coverage, HSA, dependent-care Flex account, dental and vision coverage, company-paid life insurance, short- and long-term disability insurance, and a wellness program; these are not offered for this temporary position.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
