Client Intake

Position: Client Intake Support
Organizational Overview

Rebuilding Together Greater Florida (RTGFL) is a leading provider of affordable housing rehabilitation and critical repair services for low-income homeowners across multiple counties in Florida. RTGFL also supports disaster recovery initiatives and provides assistance to first-time home buyers. Our mission is simple yet powerful:
Repairing homes, revitalizing communities, and rebuilding lives.

Position Overview

The Client Intake Support provides essential administrative and operational support to the Intake and Client Relations function. This role plays a key part in ensuring client applications are processed efficiently, records are maintained accurately, and clients receive timely, compassionate communication throughout the intake and service process.

The ideal candidate is detail-oriented, organized, and service-driven, with a strong commitment to supporting homeowners and communities in need.

Key Responsibilities

• Assist with reviewing, organizing, and tracking client applications and supporting documentation
• Support scheduling of phone assessments, site visits, and client meetings
• Follow up with clients to obtain outstanding documents and provide status updates
• Maintain accurate and up-to-date client records in Salesforce and other tracking systems
• Respond to incoming phone calls and emails professionally and with empathy
• Assist with preparation of materials and logistics for outreach, intake events, and volunteer activities
• Perform general administrative duties including scanning, data entry, and electronic filing
• Collaborate with program, intake, and operations staff to ensure smooth client intake workflows
• Ensure all client information is handled confidentially and documented accurately
• Support additional intake- and client-related tasks as assigned

Qualifications

• High school diploma or equivalent required; some college coursework preferred
• Prior experience in administrative support, intake coordination, or customer service preferred
• Strong interpersonal, communication, and customer service skills
• Excellent attention to detail and organizational abilities
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Proficiency in Microsoft Office (Word, Excel, Outlook);
  Salesforce experience a plus
• Ability to work independently while also contributing as part of a collaborative team
• Bilingual (English/Spanish) preferred but not required
• Flexibility to occasionally support evening or weekend activities as needed

Work Environment & Expectations

• Office-based with potential for limited hybrid work as approved
• Interaction with clients experiencing financial or housing-related hardship
• Commitment to RTGFL's mission, values, and client-centered approach