Assessment & Intake Coodinator

Overview

The Housing Assessment & Intake Coordinator plays a crucial role in providing front-line support to the Housing & Financial Services team. This position conducts screening assessments to determine eligibility for direct financial assistance from available housing funds. The coordinator performs both over-the-phone and in-person screenings to ensure clients meet program requirements. This is a fast-paced role that requires excellent listening skills and sound judgment.

The position also helps schedule client appointments and connects people with additional resources to address housing stability needs.

• Conduct eligibility screenings over the phone or in-person for various housing assistance programs, including rental, mortgage, utility payment, relocation, and move-in assistance.
• Facilitate and participate in weekly office hours and housing clinics as needed.
• Complete and review program applications for accuracy and eligibility.
• Schedule appointments for Housing Case Managers and request essential documentation. Provide appointment reminders and follow-up calls.
• Accurately enter client information into Salesforce, HMIS, or other required databases.
• Learn and apply Housing Services program guidelines and procedures; organize and prioritize work.
• Provide information, referrals, and follow-up support to clients. Make appropriate referrals to legal services and credit counseling; understand the legal eviction process.
• Maintain confidentiality and objectivity; explain program aspects to clients.
• Represent the agency and programs at community events.
• Attend housing trainings and webinars.
• Perform basic arithmetic calculations and recognize complex eligibility issues.
• Perform other duties as assigned.

• Remain up-to-date with best and promising practices in case management services.
• Maintain strong working relationships with key internal and external stakeholders, including partners in the wider field of mental health.
• Produce timely, high-quality reports, documentation and other written material.
• Prioritize work to ensure that deadlines are met.

• AA or BA in social work, or related human services field preferred. High School Diploma or GED Required.
• Two or more years of work-related experience in customer service or non-profit required; experience working with people at risk of homelessness or similar high-risk population and familiarity with housing issues is a plus.
• Knowledge of community resources for low-income residents in Alameda and Contra Costa Counties.
• Experience and sensitivity to the needs and issues of a diverse population.
• Ability to establish and maintain trustful, effective working relationships with diverse clientele.
• Excellent listening skills to accurately understand and assess client needs.
• Strong judgment to make informed decisions regarding program eligibility.
• Ability to work in a fast-paced, demanding environment.
• Strong organizational skills to manage and schedule client appointments.
• Effective communication skills to connect clients with additional resources.
• Excellent oral and written communication skills.
• Basic computer skills:
  Microsoft Word, Outlook, Excel, and Salesforce expertise.
• Ability to travel locally for meetings and client home visits as required.
• Current valid California driver’s license and proof of insurance (mileage reimbursed).
• Must possess a valid California Driver’s License.
• Must have access to a reliable, insured vehicle.
• Must maintain current auto insurance as required by California law.
• This position requires regular travel between locations, making a personal vehicle necessary.

• Frequently lifts, carries or otherwise moves and positions objects weighing up to 25 pounds when stocking supplies or setting up and using office equipment.
• Typically sits, bends, stoops and crouches on a regular basis to use computer equipment, adjust settings on office equipment, or to conduct normal business functions.
• Ability to effectively communicate with clients and to review documents for eligibility.
• This position will be internally accountable to the Housing Services Supervisor and the Chief Program…