Intake Specialist

2 weeks ago

Brooklyn, NY, United States Neighborhood Housing Services Of Br Full time

Benefits:

Health insurance

Paid time off

Training & development

Organization: Neighborhood Housing Services of Brooklyn CDC, INC.

Position: Intake Specialist

Location: Brooklyn, NY – Onsite

Employment Type: Full-Time

Salary Range: 50,000 - 60,000

Application Deadline: 11/15/2025

Position Overview

The Intake Specialist is the first point of contact for clients and NHS partners and must maintain a cordial and professional attitude in person and on the telephone. The Intake Specialist is responsible for maintaining standard operating office procedures and performing support services for the programs. The ideal candidate will be highly motivated, have a high standard of ethics and strong communication skills.

Core Responsibilities

•Serves as the first point of contact for the counselor’s intake process, meets with clients, collects documents, sets up files and makes sure that files are completed prior to the clients’ meetings with the counselors.

• Answers the telephone, screens call, transfers call and takes messages when appropriate

• Assists counselors with the coordination and delivery of counseling and educational programs

• Proactively manage workload, calendar, and client appointments to help meet the goals of the organization and serve the client effectively.

• Adhere to all guidelines related to the confidentiality of client records and information and requirements per the HUD Housing Counseling Handbook and National Industry Standards for Homebuyer Education, Financial Coaching and Foreclosure Prevention

• Accurately and timely enter data into the organization’s client management system Counselor Max.

• Maintain contact with clients and follow-up until termination/an outcome is reached.

• Contribute to the process of preparing regular monthly reports.

• Assists the team with special projects as assigned and other tasks deemed necessary to achieve overall goals and operate a successful program.

• Participate/conduct homeownership program outreach events

Qualifications/Skills Requirements

• High School Diploma.

• At least one year customer service experience

• Computer literacy with proficiency in MS office products (Word, Excel, PowerPoint).

• Ability to work effectively with people from diverse backgrounds.

• Ability to work effectively as a member of a team.

• A highly detail-oriented and organized approach to work

• Multitask: excellent time management and organizational skills

•

| | |

Strong computer skills with experience in Microsoft Word, Outlook, and Excel.

Training/Certifications

Continuous training is provided by Neighborhood Housing Brooklyn CDC, Inc

Support Task

• Contribute to newsletter by referring clients to tell their story

• Provide staff support for coordination of annual fair and outreach events.

• 0ther duties as assigned

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