Lease Up Intake Specialist
About The Position
The Lease Up Intake Specialist is a temporary, onsite role supporting an escalated lease-up effort. The Specialist converts booked appointments into completed, document-ready intake files for the Compliance team. The role owns appointment show rate, intake completion rate, and the quality of documentation handed off to Compliance. The posting identifies the work location as James L Simmons Senior Apartments in Yonkers, NY, though other location references in the description differ. The Specialist conducts household intake interviews, prepares and reviews files, follows up on missing documentation, and coordinates appointment changes with the Outbound team. Compliance makes final eligibility determinations; this position does not approve files and does not perform outbound calling or list management. The engagement is eight weeks at 40 hours per week, W-2 temporary, with no benefits stated for this temporary position.
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, including the 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 inconsistent location references, including Yonkers and Nassau County.
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, or 20–25 per week, with each interview lasting 60–90 minutes.
- Prepare for interviews by retrieving lead notes from 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, spending 20–40 minutes per file to obtain 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 the same day when appointments are missed or rescheduled so the appointment slot can be backfilled.
- Participate in the daily 15-minute pipeline standup hosted by the Community Manager.
Benefits
- The temporary engagement is explicitly described as having no benefits.
- The company’s general benefits 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; applicability to this temporary role is not stated.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
