Intake Coordinator

Habitat For Humanity Of Lee & Hendry Counties

Job Location:

Fort Myers, FL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

The Intake Coordinator is a front-line position within the Family Services team serving as the first point of contact for individuals and families seeking information about Habitat for Humanitys programs and services. This position manages the reception area processes initial intake forms for all Family Services programs hosts information meetings in English and Spanish and provides essential support to the housing counseling and family partnership pipeline.

The Intake Coordinator plays a critical role in creating a welcoming professional and informative experience for prospective partner families and community members. This position requires strong bilingual communication skills cultural competency and the ability to manage high volumes of inquiries while maintaining accuracy and attention to detail.

ESSENTIAL DUTIES & RESPONSIBILITIES

The following essential functions represent the fundamental job duties of this position. An individual must be able to perform these essential functions with or without reasonable accommodation.

Reception & Front-Line Services

Greet visitors entering the building answer questions provide directions and alert staff when someone arrives for a meeting or appointment.
Answer a multi-line phone system and manage calls by routing them to proper extensions.
Maintain the reception and waiting area in a clean organized and welcoming condition.
Maintain the information table with current resources intake packets brochures flyers marketing materials and program information.
Deliver exemplary customer service in all interactions both in person and by phone representing Habitats mission with professionalism and warmth.

Intake Processing & Client Management

Manage and track inquiries and deliver information for all Family Services programs in person by mail email phone and via Zoom.
Receive and process intake packets including following up with clients to ensure all required information and documentation is complete.
Enter profiles of new clients and update information of existing clients in the Client Management System (Counselor Max).
Receive mortgage payments from Habitat families actively engaged with Mortgage Relations.
Distribute checks to vendors and ensure they sign the release of lien document.

Information Meetings & Presentations

Host information meetings in English and Spanish providing clear and accurate information about Habitats programs eligibility requirements and application processes.
Organize schedule create Zoom links assign hosts and submit Osana requests for information meetings.
Submit monthly reports with the number of information meeting attendees.

Community Outreach & Events

Host outreach events to promote awareness of Habitats mission services and programs.
Manage inventory of bibles flags and other tokens given to families at home dedications.
Support community events home dedications and land dedications as needed.

Communication & Teamwork

Maintain open and transparent communication with the Director of Family Support by promptly reporting challenges issues and progress.
Work collaboratively with other team members to reach organizational goals.
Maintain a favorable working relationship with all other company employees to foster and promote a cooperative and harmonious working climate which will be conducive to maximum employee morale productivity efficiency and effectiveness.

REQUIREMENTS

Education

High school diploma or equivalent required.
Associates degree in Human Services Social Work Business Administration or a related field preferred.

Experience

Experience in a front-desk reception customer service or intake coordination role preferred.
Experience working with diverse populations and low-income families preferred.
Experience hosting or facilitating group presentations or meetings preferred.

Knowledge Skills & Abilities

Bilingual fluency in English and Spanish required; Creole language skills a plus.
Strong interpersonal and customer service skills with a professional welcoming demeanor.
Excellent oral and written communication skills in both English and Spanish.
Ability to speak clearly and confidently in front of large groups at information meetings and community events.
Strong organizational skills with the ability to handle multiple tasks simultaneously in a fast-paced environment.
Strong attention to detail and accuracy in data entry documentation and client records.
Proficiency in Microsoft Office products (Word Excel PowerPoint Forms Outlook Teams) including the ability to write professional correspondence create presentations manage calendars and create spreadsheets.
Ability to host and facilitate meetings via Zoom and Teams.
Proficient knowledge of business correspondence standards (grammar structure punctuation spelling).
Strong time management skills with the ability to prioritize time-critical tasks.
Must maintain a professional unbiased and equitable attitude in all interactions.
Understanding of the challenges facing low-income families.
Understanding and appreciation of the mission of Habitat for Humanity.

Licenses Certifications & Other Requirements

Valid Florida Drivers License and acceptable driving record.
Ability to drive company vehicles.
Must pass QLO background check.
Must complete Habitat QLO training within 30 days of employment and annually thereafter.
Must complete Florida Law State Training within 30 days of employment and annually thereafter.
Must complete additional training within the timeframe determined by the organization.
Must be available to work occasional evenings and Saturdays for information meetings community events and outreach activities.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. This is primarily an office-based front-facing role with regular interaction with the public.

Regularly required to remain in a stationary position for extended periods while using office equipment computers and telephones at the reception area.
Regularly required to operate a computer multi-line telephone system and other standard office equipment.
Regularly required to detect and interpret information displayed on computer screens printed documents intake forms and client records at close range.
Regularly required to communicate clearly and effectively in both English and Spanish both verbally and in writing so that information is understood by clients families visitors and staff.
Regularly required to perform repetitive motions including use of a keyboard and mouse.
Frequently required to move about the office to greet visitors access files maintain the reception area and coordinate with staff.
Frequently required to remain in a stationary standing position for extended periods while greeting visitors hosting information meetings and participating in community events.
Frequently required to position self to access files drawers and office equipment including bending to file and maintain records.
Occasionally required to operate a motor vehicle to travel to outreach events community locations and organizational facilities.
Occasionally required to transport objects weighing 5 to 20 pounds (e.g. intake packets event materials brochures dedication items and office supplies).

WORK ENVIRONMENT & CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position with or without reasonable accommodation.

Majority of work is performed in a standard office and reception environment with generally quiet to moderate noise levels.
Front-facing role with continuous interaction with the public prospective families and organizational staff throughout the workday.
Occasional travel to outreach events community events home dedications and land dedications.
Occasional outdoor exposure to varying weather conditions during community events and dedications.
Occasional work outside of normal business hours including evenings and Saturdays for information meetings community events and outreach activities.

OTHER DUTIES

Please note this position description is designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the associate for this job. Duties responsibilities and activities may change at any time with or without notice.

EQUAL EMPLOYMENT OPPORTUNITY & REASONABLE ACCOMMODATION

Habitat for Humanity of Lee & Hendry Counties is an equal opportunity employer and seeks to employ and assign the best-qualified personnel for all our positions in a manner that does not unlawfully discriminate against any person because of race color citizenship religion sex pregnancy marital status age national origin physical or mental disability sexual orientation genetic information veteran/reserve national guard status or any other status or characteristic protected by law.

Habitat for Humanity of Lee & Hendry Counties is committed to providing reasonable accommodation to qualified applicants and employees with disabilities. If you need reasonable accommodation to participate in the hiring process or to perform the essential job functions please contact Deborah Boyer at .

Required Experience: