Client Services Intake Coordinator / Receptionist, Non-Profit in Richmond, VA

Description

Overview

We are seeking Client Services Intake Coordinator / Receptionist for our client project:HOMES 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.

This role splits duties between front desk and 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. This role reports to the Director and is part of a team. The organization budget is approximately $13M with about 40 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

Summary of Job Responsibilities and Requirements

Coordinator role

• Complete approximately 60 client applications per year.
• Delivering applications to clients.
• 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.
• Completing preliminary calculations in regards to client income and asset documentation.
• 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.

Front Desk role

• Answer, screen, and direct incoming phone calls.
• Respond to repair requests submitted though the project:HOMES website.
• Deal with queries from the public as well as clients.
• Compile basic client intake information in the project:HOMES database.
• Greet and direct visitors entering organization to their destination.
• Receive and sort mail.
• 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

Key Qualifications, Skills, and Abilities

• Minimum HS diploma or GED required; Some college or Bachelor’s degree strongly preferred. Any combination of education and experience that demonstrates the knowledge and ability to perform the work.
• Proficient with Microsoft Word, Excel, and Outlook, Teams / Zoom teleconferencing platforms as well as experience with standard office equipment.
• Database management and data entry experience.
• Professional phone, in-person, and written communication skills along with active listening.
• Thinks critically and solve problems efficiently.
• Effectively works on multiple tasks simultaneously.
• Typical days and hours of work are Monday through Thursday, 7AM to 5PM. Potential for some teleworking. Minimal overtime.
• Successfully complete pre-employment background screening.

Additional Info

Competitive Salary & Benefits Package including health, dental, vision, life insurance, LTD, paid time off, and 401(k) contribution!  Professional development; Work life balance and flex schedule opportunity with potential for some teleworking! Wages range from about $16 to $19 per hour depending upon related credentials and work experience.

Apply by sending your resume and salary requirements to hr@WarrenWhitney.com. 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.