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Housing Development Fund · 4 days ago

Intake Specialist

Connecticut, United States

Part-time

Hybrid

Entry Level

$23.50/hr - $24.50/hr

2+ years exp

Housing Development Fund (HDF) is a community development financial institution focused on creating affordable housing opportunities. The Intake Specialist role supports counselors by managing client files, facilitating pre-purchase education, and ensuring clients receive professional service throughout the counseling process.

Energy EfficiencyFinance

Responsibilities

Respond to inquiries via phone and email regarding housing counseling services, classes, and eligibility requirements

Create and maintain secure electronic client files, ensuring accurate data in Salesforce; includes pulling a credit report

Assist clients with intake forms and follow up with current and potential clients regarding required documentation submission

Maintain professionalism and client confidentiality

Assist counseling team with file closings and quality control as needed

Support outreach events and pre-purchase education class registrations as needed

Attend housing industry training opportunities to support professional development and growth as needed

Qualification

Customer service experienceBilingualMicrosoft Office proficiencySharePoint proficiencyAdaptability to technologyInterpersonal skillsCommunication skillsTime managementAttention to detail

Required

Motivation, passion, and commitment to the mission of Housing Development Fund

Minimum 2 years of customer service experience, preferably in lending, banking or housing

Personal qualities of integrity and credibility and exceptional interpersonal and communication skills (written and oral) and fostering effective working relationships

Strong time management skills, attention to detail, and the ability to prioritize in a fast-paced environment

Strong technological proficiency and agility in Microsoft Office and SharePoint

Ability to adapt to and maximize benefits of new technology including AI