Client Services Coordinator, Non-Profit – On Site in Richmond, VA

Description

On behalf of our client project:HOMES, we are seeking a Client Services Coordinator (CSC) responsible for processing potential clients for home repair to include effective telephone and computer data intake, customer service, scheduling, and administrative support. The position requires organization, the ability to multi-task, and the commitment to handle confidential and sensitive information in a professional manner. Other duties, as needed. Reports to the Director.

project: HOMES is a growing, non-profit organization using an all-encompassing approach to housing challenging the misconceptions of what defines affordable housing through the production and preservation of high-quality affordable homes, large-scale home repairs, and improved accessibility and energy efficiency for existing homes.

The organization budget is approximately $18M with about 50 employees located in Richmond, VA, with easy access on and off the Midlothian Turnpike and Chippenham Parkway. Go to www.projecthomes.org to learn more!

Job Duties

• Assist in the completion of client applications. This will include (but not be limited to) the following tasks: delivering applications to clients, collecting and analyzing sensitive client data, following up with clients regarding missing documentation, answering questions and explaining aspects of the application to clients, scheduling appointments to meet with clients in person, and completing preliminary calculations in regard to client income and asset documentation.
• Responsible for completing client certification of approximately 50 clients a year.
• Assist in maintaining client waiting lists by keeping accurate, updated, organized records after every client contact.
• Record and compile client information in the project:HOMES database.
• Participates in all required federal and agency training and publicity events to promote agency programs and participate in volunteer activities for the department as needed.
• Models and upholds the values and mission of project: Homes and provides exceptional customer service.
• Perform additional responsibilities related to the success of the organization.

Skills Required

• Bachelor’s degree in the area of banking/finance/business strongly preferred; any combination of education and experience that demonstrates the knowledge and ability to perform the work.
• Detail oriented and has experience with documenting and reviewing sensitive financial information. This can include observing, receiving, and otherwise obtaining information from all relevant sources as well as entering, recording, and maintaining information.
• A basic understanding of financial documents, including bank statements, mortgage statements, homeowner’s insurance policies, and deeds of trust.
• Experience with evaluating information to determine compliance with standards. This will include using relevant information and individual judgement to determine whether documentation will comply with regulations.
• Strong organizational, critical thinking, and analytical skills.
• Ability to work in and contribute to a collaborative team environment.
• Experience in customer service and/or working with the public.
• Excellent oral and written communication skills.
• Excellent computer skills, including Word, Excel, Outlook, Teams/Zoom teleconferencing platforms as well as experience with standard office equipment and database software.
• Successfully complete pre-employment background screening.
• Bilingual candidates are encouraged to apply.
• Typical on-site days and hours of work are Monday-Thursday, 8:30AM to 5PM and Friday, 9AM to 3PM.

Work Schedule

Typical on-site days and hours of work are Monday-Thursday, 8:30AM to 5PM and Friday, 9AM to 3PM.

Additional Info

Competitive Salary & Benefits Package including health, dental, vision, life insurance, LTD, paid time off, and 401(k) contribution! Training provided. Professional development; Work life balance and flex schedule opportunity with potential for some teleworking! Wages range from $19.50 to $21.50 per hour depending upon related credentials and work experience. Over time pay eligible.

Apply by sending your resume. This position will remain open until filled.

EOE M/F/D/V On behalf of its client, Warren Whitney reserves the right to alter, change, modify and/or terminate this job posting at any time without notice, or obligation, to any party.