Lease Up Intake Specialist

Conifer Realty LLC•City of Albany, NY
•$21 - $24•Onsite

About The Position

The Lease Up Intake Specialist is an onsite, temporary role supporting an accelerated lease-up effort. 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 document quality at hand-off. The posting identifies Albany, NY as the work location, though other portions refer to Hunterdon County and Nassau County properties. The position is an eight-week, W-2 temporary engagement at 40 hours per week, with one incremental hire needed. The role reports to the Community Manager at North Gate Landing. The Specialist is not responsible for final eligibility determinations, which belong to Compliance, or for outbound calling and list management, which belong to the Outbound Coordinator.

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 interviewing skills and ability to navigate sensitive financial conversations with applicants from varied backgrounds.
  • Meticulous attention to documentation detail.
  • Comfort using Yardi, OneSite, MRI, or comparable property-management software.
  • Ability to commute reliably to the property; the posting gives conflicting locations, naming Albany, Nassau County, and Hunterdon County.

Nice To Haves

  • Associate’s degree.
  • HCCP, TCS, COS, or another 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, or 20–25 per week, with each interview lasting 60–90 minutes.
  • Prepare for interviews by reviewing CRM lead notes, printing intake packets, and preparing household-specific checklists based on 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 to obtain missing documents within the 72-hour window, spending an estimated 20–40 minutes per file.
  • Maintain a clean and 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 appointments are missed or rescheduled so appointment slots can be backfilled.
  • Participate in the Community Manager’s daily 15-minute pipeline standup.

Benefits

  • The posting says this temporary engagement has no benefits.
  • The company description lists ongoing training and development, 13 holidays, 15 days of paid time off, 401(k) with company match, medical coverage, HSA, dependent care Flexible Spending Account, dental and vision coverage, company-paid life insurance, short- and long-term disability insurance, and a wellness program; these are presented as company benefits, while the role-specific engagement states no benefits.
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