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Intake Specialist

2 months ago


Columbus, United States Impact Community Action Full time
Job DescriptionJob DescriptionSalary: $22.00/hr

Title: Intake Specialist


Reports to: Senior Manager of Weatherization


Classification: Non-Exempt


Job Summary: Develops potential home weatherization and healthy homes opportunities through contact with homeowners, tenants and landlords with an emphasis on multi-family units.


Job Responsibilities:

  • Identifies and engage sources of the following categories:

                 Property Managers and tenants of multi-family units

                 Homeowners, tenants and landlord on a routine basis

                 Faith-based organizations

  • Establishes strong relationships with potential referral partners and maintain regular contacts for purposes of providing energy efficiency service information and solicitingreferrals
  • Advocates for energy savings and weatherization issues for the low income and disadvantaged
  • Ensures client satisfaction by resolving and responding to participant issues and requests
  • Collect client documentation and create a client file which includes the following items:

                   Application

                   Social Security Cards (all individuals in household)

                   Income Verification (HEAP, Social Security, Wages, and/or Utility Assistance)

                   Utility Bills

                   Landlord tenant Agreement (Contact person for Landlord)

                   Franklin County Auditor demographic (Address, Owner, Square Footage)

  • Process Applications
  • Schedule Inspections
  • Collaboration with Lowe's
  • Excel track record of appliance purchase and measurement of space where appliance will be stored
  • Create PA's for fiscal record
  • File all documentation
  • Verify, check and reconcile submitted weekly intake reports of eligible weatherization clients, appliance purchases and measurements of the space where appliance will be stored and enter into excel database
  • Accurately input dwelling information such as client demographics, assessment data, and appliance delivery in OCEAN and generate monthly reports of both programs
  • Other duties as assigned


Inventory Specifics:

  • Assists with clerical and administrative functions that support the Weatherization Department such as inventory, logistics, tracking data, and other related functions


Working Conditions and Physical Requirements:

Standard office environment. Requires ability to sit, move about and operate telephone and personal computer for extended periods of time


Competencies and Knowledge, Skills, and Abilities:

  • Integrity and Trust
  • Action Oriented
  • Drive for Results
  • Priority Setting
  • Customer Service
  • Interpersonal Savvy
  • Decision Quality
  • Problem Solving
  • Organizing
  • Verbal, Written Communication Skills
  • Technical Skills (e.g. PC applications)
  • Functional Knowledge and Skills - examples:

                    customer service skills

                    weatherization processes

                    community development

                    OCEAN


Minimum Education and Qualifications:

  • BA/BS degree in social work or related field or equivalent knowledge/experience
  • Two years' experience in a community development/practice position with responsibility for customer service
  • Ohio Driver's license and reliable transportation and ability to meet Agency's transportation insurance requirements


Equal Opportunity Statement:

IMPACT Community Action recognizes that a diverse workforce enhances the organization in many ways. We are committed to providing equal employment opportunities that foster diversity and meaningful experiences.