Intake Coordinator PT

WHO IS CHI

Community Housing Innovations (CHI) is a not for profit housing and human services organization that aims to support social and economic independence. Our vision is to end generational poverty and foster upward mobility by ensuring that all families and individuals live in quality housing have a home of their own and a job to support them. We believe quality affordable housing is the foundation for prosperity personal fulfillment and success.

WHAT DOES CHI OFFER

CHI employs a team of hard working compassionate people who want to give back to others in their community. We are proud to offer:

• Generous Paid time off
• Personal and Sick Days
• Health insurance and health reimbursement account
• Dentaland vision plans
• Flexible spending account
• AFLAC supplemental insurance
• Dependent Care Spending Account
• Commuter Transit and Parking Account
• Working AdvantageEmployee Perks
• 401(k) retirement plan
• Life insurance
• Employee Assistance Program
• Monthly trainings and career development plans

Job Summary:

The Intake Coordinator serves as the first point of contact for prospective clients seeking CHI services. This role is responsible for intake application processing client follow-up and coordination across all homeownership and housing retention programs. The position requires strong customer service organizational and communication skills as well as the ability to manage multiple priorities in a fast-paced community-focused environment. A critical aspect of this role is to ensure that client files are maintained in audit-ready condition adhering to regulatory and funding requirements. This position is based in Fishkill and requires both evening and weekend availability as well as travel within the designated service areas.

Pay: $24.04 hourly Part Time 25-30 hours weekly

FLSA: Non Exempt.

Location: Fishkill NY

Schedule:Monday: 9:00am-5:00pm Tuesday: 10:00am-4:00pmThursday: 11:30am-7:30pmFriday: 9:00am-5:00pm-this schedule maybe subjected to change or vary based on departmental needs.

Key Responsibilities:

Serve as the first contact for clients via phone email mail and in-person inquiries regarding CHI services referrals grants counseling and education programs.
Provide accurate information on application processes eligibility and program requirements.
Demonstrate strong proficiency in Microsoft Office including Word Excel and Outlook with the ability to efficiently manage documents data and correspondence.
Manage the intake process across all homeownership and housing retention programs ensuring that all files are organized and that a current waitlist is maintained.
Utilize Counselor Max a web-based client management system to create and maintain client profiles and case notes.
Be flexible and willing to take on additional responsibilities as needed to support the homeownership program.
Be available three evenings per month to present at First-Time Homebuyer Orientations.
Schedule client appointments and register participants for orientations and education classes.
This position requires personal transportation for travel within the designated market area; travel expenses will be reimbursed according to company policy.
Occasional weekend availability is required to meet program needs.
Ability to travel offsite approximately 40% of the time for client meetings presentations and outreach activities.
Follow up with applicants to complete their applications so they can progress to the next stage of homeownership eviction or foreclosure prevention counseling.
Assist with annual HOME monitoring mailing lists compliance follow-ups and updates for current and past grant contracts.
Strong interpersonal skills to work with diverse populations including low- to moderate-income households.
Understanding of HUD counseling requirements fair housing regulations and program compliance.
Ability to maintain client confidentiality and comply with privacy regulations (e.g. HUD CFPB).
Experience with documenting and reporting outcomes according to HUD standards.
Send termination notices to clients who fail to complete the grant process ensuring that appropriate documentation is maintained.
Scan and maintain records for clients who have been terminated ensuring compliance with HUD requirements.
Maintain both paper and electronic records for all rehab activities including contractor agreements check requests and amendments to rehab contracts.
Proficient in hosting scheduling presenting and managing meetings across a variety of virtual conferencing platforms (e.g. Zoom Microsoft Teams WebEx Google Meet).

Prepare and pack all materials for outreach and application events ensuring counselors have what they need for successful engagement.
Ensure ongoing professional development to stay informed of industry best practices and regulatory changes.
Keep updated information on CHI services foreclosure counseling programs and customer referral resources.
Uphold the reputation of CHI and demonstrate professionalism and flexibility while maintaining strong working relationships with team members.
Develop and manage program marketing materials in coordination with leadership and program staff.
Maintain required job skills and core professional competencies.
Attend and participate in required educational programs and staff meetings.
Follow up with applicants to determine if grant funding was awarded and troubleshoot any necessary areas.
Be knowledgeable of community resources and other eviction prevention programs.
Perform additional lawful and reasonable duties as assigned.

What do I need to apply

Education: A college degree or relevant banking/financial services experience preferred; or a high school diploma or GED with one (1) to three (3) years of related experience and/or training; or an equivalent combination of education and professional experience.
Special Knowledge and Skills: The ideal candidate demonstrates excellent written and verbal communication skills and maintains clear legible handwriting. They are a self-starter with an energetic resourceful and professional demeanor able to work independently with minimal supervision in a fast-paced multi-tasking environment. The candidate also demonstrates sound judgment and functions effectively in a multi-cultural setting with proficient typing skills to manage documentation and correspondence efficiently.
Language Skills: The candidate must be able to read analyze and interpret common articles financial reports and legal documents. They are also able to respond professionally and effectively to inquiries or concerns from clients regulatory agencies or other members of the business community.

Equal Employment Opportunity Employer (EEOE)

Community Housing Innovations Inc. (CHI) provides equal employment opportunities to all employees and applicants and prohibits discrimination on the basis of race color creed religion national origin citizenship status age disability sex gender gender identity or expression sexual orientation marital status partnership status veteran status genetic information or any other status protected by applicable federal state or local laws. This commitment applies to recruiting hiring placement promotion transfer compensation training assignments benefits employee activities termination access to facilities and programs and all other terms and conditions of employment as well as general treatment during employment.