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Intake Specialist
2 months ago
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.