Warren Whitney · 1 month ago
Client Services Coordinator
88 Carnation St, Richmond, VA 23225, USA
Full-time
Hybrid
Mid Level
$20/hr - $22/hr
3+ years expWarren Whitney is seeking a Client Services Coordinator for their client project: HOMES, a non-profit organization focused on affordable housing. The role involves qualifying clients for home repair assistance, maintaining waiting lists, and collaborating with program managers to ensure client eligibility.
AccountingFinancial ServicesHuman ResourcesManagement ConsultingMarketing
Responsibilities
Qualify eligible clients for home repair assistance. This task includes, but is not limited to: selecting applicants, distributing applications, following-up with clients regarding missing documentation, answering client questions and explaining program aspects to clients, scheduling appointments to meet with clients, compiling and securing sensitive client information, and completing calculations using obtained income and asset documentation. For programs with limited or insufficient waiting lists, the Client Services Coordinator will be responsible for coordinating marketing / outreach efforts to build a larger client pool. ~ 65%
Maintain client waiting lists by keeping accurate, updated, and organized records after every client contact as well as documenting client information in the internal database
Assist the rest of the Client Services team by screening new program applicants and completing initial client intakes. ~ 25%
Work closely with Affordable Housing Program Managers to quickly respond to any changes in the production plan to ensure each assigned program has enough qualified clients. ~ 10%
Represent the organization in a professional manner to all clients, agency partners, and internal personnel
Perform other duties as assigned
Qualification
Required
Bachelor's degree in business, communications or related discipline preferred; combination of experience and education will be considered in lieu of formal education
Minimum 3 years' work experience in Customer Service, Finance &/or Social Work administration; working with the public
Evaluating information to determine compliance with program standards
Familiarity with Microsoft Office Suite, teleconferencing, data entry and database mgt
Effectively work in a collaborative team environment leveraging oral and written communication skills
Promotes and adheres to the company's mission, vision and values, policies, and applicable laws in a fair and equitable manner
Represents the organization in a professional manner to all clients, vendors, and internal personnel
Successfully complete pre-employment background screening
Benefits
Health
Dental
Vision
Life insurance
LTD
Paid time off
401(k) contribution
Professional development opportunities and support
Work life balance and opportunity for some teleworking
Company
Warren Whitney
Warren Whitney is a management consulting firm that offers strategy, finance/accounting, HR, and IT services to organizations.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Scott Warren
Director
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