Intake Specialist

Core responsibilities:

• Respond to inquiries via phone and email regarding housing counseling services, classes, and eligibility requirements
• Create and maintain secure electronic client files, ensuring accurate data in Salesforce; includes pulling a credit report
• Assist clients with intake forms and follow up with current and potential clients regarding required documentation submission
• Support client file management, pre-purchase education classes, and data entry, ensuring clients receive accurate and professional service

This role helps low and moderate-income households achieve housing stability by supporting free homeownership counseling services, facilitating affordable housing opportunities, and ensuring clients receive accurate and professional service.

Required skills and qualifications:

• Minimum 2 years of customer service experience, preferably in lending, banking or housing
• Personal qualities of integrity and credibility and exceptional interpersonal and communication skills (written and oral) and fostering effective working relationships
• Strong time management skills, attention to detail, and the ability to prioritize in a fast-paced environment
• Strong technological proficiency and agility in Microsoft Office and Sharepoint a plus

Compensation: $23.50 per hour ($24.50 if multilingual), 20 hours per week, Monday-Friday during regular business hours. This is a permanent, remote position for candidates residing in Connecticut or New York.

Housing Development Fund is a community development financial institution founded in 1989 that facilitates the development of affordable rental and homeownership opportunities by helping households become and remain owners of affordable homes and financing affordable rental opportunities for low- and moderate-income households.