Job summary

Career Level:
Mid Career (2+ years of experience)
Education:
High School
Job type:
Full time
Positions:
1
Salary:
Negotiable

Intake Specialist

About this job

Purpose of Position
This position is designed to gather data that will assist incoming clients in their regular counseling sessions with a Housing Counselor.  The Intake Specialist is there to provide information and refer the client to a Housing Counselor, not to assume the role of a counselor.



Duties

Job Responsibilities

  • Receive incoming calls
  • Schedule appointments for Housing Counselor(s)
  • Prepare and assist client in completion of Intake Form
  • Prepare client files for counselor(s)
  • Prepare “Sign in/out” sheets for Homebuyer Education Seminars
  • Assist in preparing all program monthly, quarterly and annual reports
  • Client tracking, follow-up and case management;
  • Assist organization in its outreach and education efforts through dissemination of materials and public presentations (some evening and weekend work may be required)
  • Assist Economic Services Manager in ensuring that all program participants are appropriately safeguarded and that security and emergency responses are adequate
  • Attend Task Force meetings
  • Assist with other duties as assigned by management


Standards for Measuring Performance

  • Excellent written and oral communication skills.
  • Must be able to type a minimum of 60 wpm.
  • Outstanding organizational skills.
  • Ability to work effectively with persons of all ages and diverse backgrounds, skills and abilities.
  • A full understanding of contemporary office technology including personal computer using Microsoft Office, windows, publishing, laptop, electronic mail and fax machine essential.
  • Ability to carry out responsibilities with flexibility to adapt to changing needs and goals.
  • Ability to balance the needs and expectations of multiple constituents.
  • Positive and team-oriented attitude.
  • Must have an excellent command of the English language


Education/Experience
High School diploma with specialized secretarial or business school training.  At least two years of secretarial or relevant experience required.

Other
Must have a valid Florida drivers license and reliable transportation