Client Intake Specialist
1 month ago
Client Intake Specialist to perform client intake, referral and scheduling services, maintain client physical and database records, and complete client surveys. Assist clients in completing required application forms to various GHHI and partner housing intervention services programs. This position represents the first client contact with the communities that GHHI serves. Position helps coordinate client direct services for the Maryland Programs Department’s Family Advocacy Services, Housing Intervention Services and Outreach and Education services and helps maintains the Maryland and national information hotline.
Key Responsibilities:
- Assist with maintaining 800 Informational telephonic Hotline and providing public responses
- Respond to GHHI website and email inbox daily and distribute information accordingly
- Conduct initial client intake phone interviews and assist with scheduling initial home visits for various programs as requested
- Create client files and input data into the Client Intake Database in response to partner agency referrals and client self-referrals including: Client referral information and notes, Dept. of Assessment and Taxation search, MDE property database compliance search, and Health Department Lead Violation search
- Perform full background data collection for unit files during the "discovery process"
- Perform client intake assessments and direct client files to appropriate GHHI personnel or external resources
- Assist clients with completing grant program applications for GHHI housing services programs in Maryland and other housing intervention services partnering agency programs.
- Prepare and Maintain Data Reports relating to Maryland Program Services, Grant Reports, Program Reports, and Data Tracking
- Perform follow up surveys in compliance with organization’s evaluation and review processes website and email inbox daily and distribute information accordingly
- Coordinate with FAS team members for applications to the Relocation Assistance Grant Program and Housing Choice Voucher Program
- Assist with preparation and distribution of walk-in clients
- Route and respond to client inquiries in a timely and courteous manner including: client correspondence, client and rental owner packet assembly, and filing
- Perform pre and follow-up post client surveys in compliance with organization’s data and evaluation processes
- Conduct client referral follow-up with community, healthcare and other agency referral partners
- Assist with outreach presentation preparation and displays
- Periodically assist with outreach projects and participate in community outreach events
- Assist with conducting program-related inventories
- Assist with Baltimore ETO site administration
- Participate in program and departmental meetings
- Maintain a positive attitude and working atmosphere and mutual respect with other GHHI staff, partners and clients
- Miscellaneous projects and office duties to support the mission and deliverables of the organization
Minimum Qualifications:
- High proficiency in Microsoft Office Suite and database platforms
- Exceptional organizational skills with meticulous attention to detail and follow-up
- Professional work ethic and communication skills
- Strong interpersonal skills for interacting with clients, staff and management
- Works well independently/takes responsibility and initiative
- Desire to work in a team environment and make an impact in the lives of low income families
- Flexibility, initiative, and a collaborative spirit
- Conscientious and self-motivated team player
- Excellent Communication and Interpersonal skills
- Ability to provide excellent customer service and consistent client follow-up
- Must possess own vehicle for transportation with valid license and auto insurance coverage
- High school diploma or equivalent is required, college preferred
Additional Information: The Green & Healthy Homes Initiative is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities. GHHI embraces diversity, excellence, and mission forward professionalism.
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