Intake Specialist

General Statement of Duties

Under general supervision position is responsible for providing applicants with applications for home rehabilitation and/or homebuyer assistance program. Employee meets with applicants, evaluates need and initial qualifications, manages the application process timely and determines eligibility. The position serves as the primary contact for applicants, schedule and attends meetings as needed. Responsible for establishing and maintaining data collection system to retain all applicant and program information, assures data is maintained.

Using data to create and present reports for departmental performance measures.

Employees in this classification perform professional and administrative duties for the Community Development Department in the areas of housing rehabilitation, and home loan assistance. Work involves frequent public contacts in promoting established programs. Work is performed under general supervision and is subject to review and evaluation through conferences, post-audits, personal inspections, written reports, and public acceptance.

Requires an associate degree in business management, or closely related field and two years of program experience and/or training involving community development programs; or an equivalent combination of education, training, and experience.

Driving may be required for this position. Must have or obtain and maintain a valid North Carolina Driver’s License within sixty (60) days of employment and maintain license with an acceptable driving record.

• Provides technical and analytical support to program staff regarding grant program administration including application process, eligibility requirements, case statuses and other pertinent information. Maintains regular communication and working relationships with applicants and clients of the homeowner rehabilitation and homebuyer assistance programs.
• Processes client applications in order to establish eligibility for programs in accordance with Federal, State, and Local requirements. Must review personal information including income, health, and legal documents.
• Promotes and markets the housing rehabilitation and homebuyer assistance programs via one‑on‑one conversations, staff presentations, and attending events.
• Respond to requests from lenders and clients for information regarding historic loans including subordinations and payoffs.
• Present case information to program management for sign‑off. Updates and maintains an accurate database of all client loan details including documentation, payments, due dates, forgiveness status, and insurance information for all outstanding loans.
• Create and maintain comprehensive data files related to all program information.
• Creates and submits a variety of reports to management in order to monitor program compliance and performance.
• Reviews appropriate federal publications to ensure program compliance with all applicable local, state, and federal laws and regulations.
• Participates in program monitoring by Federal, State, and Local funders. Modifies processes in accordance with funder recommendations and responds to program monitoring findings.
• Performs other administrative duties as assigned.
• Comprehensive research, data management, and statistical analysis skills.
• Ability to establish and maintain effective data collection and records management systems and prepare a variety of reports and documents.
• Detail oriented with excellent verbal, written and interpersonal skills.
• Strong computer skills, including the ability to navigate and search the internet to retrieve information, learn new programs, create documents and reports, manage multi‑formatted Word and Excel documents, and create and manage data visualization.
• Ability to build effective working relationships with diverse stakeholders, co‑workers, and members of management.
• Excellent documentation and time management skills.
• Working knowledge of federal and state laws, rules, and regulations pertaining to housing rehabilitation, home loan assistance.
• Basic knowledge of housing rehabilitation and home ownership…