Intake Specialist - ESD
CHN Housing Partners, Cleveland, OH, United States
Intake Specialist ESD
We are a growing non-profit organization based in Cleveland, Ohio that offers its employees a comprehensive benefits package, opportunities to grow within the organization, and the ability to improve the communities we serve.
CHN Housing Partners CHN is a highly seasoned, nonprofit affordable housing developer, housing service provider and residential mortgage lender that works with its partners to solve major housing challenges for low-income people and under‑served communities. Through our partnerships we have developed over 7,000 affordable homes, and each year serve over 60,000 families through a wide array of housing services.
We work in Ohio and neighboring states, including Michigan, to preserve and expand affordable housing, and build equitable communities. By investing in affordable housing, we are investing in families, communities, and the economy. We are investing in the power of the permanent address.
Learn more about our Core Values and how they drive our mission and define who we are. Learn More about CHN Housing Partners’ Benefits. CHN offers HSA and PPO Medical Plans (including dental and vision options), Vacation, Personal and Sick Leave; Paid Maternity/Paternity/Adoption Leave; Paid Company Holidays; Life Insurance; 401K Plan, Tuition Reimbursement, and more.
Position Summary The Energy Services Intake Specialist is responsible for providing support to the Central Intake team and all Energy Services programs on all aspects of intake duties. The ESD Intake Specialist identifies key eligibility requirements, enters, and monitors proper data systems, and prioritizes tasks per program guidelines and regulations. Entering intake information in multiple systems for eligibility. The Intake specialist will enroll qualified clients in all ESD Programs and partakes in call center, communicates status and details of program functions to the applicant. Will be accountable for the assistance in completion of ESD Services applications, from providing the application to the client to the appropriate approval stages, to submitting it to the appropriate program team member.
The rate of pay for this position is $21.63 per hour; $45,000 per year. (Hourly, FLSA Non‑Exempt)
Essential Duties and Responsibilities
Greet new and existing customers over the phone, answering general questions and navigating customer concerns.
Participate in lobby window for Energy Services Department; documenting all relevant information that is discussed with client at window visit.
Assist with the review of applications for approval and data entry.
Submission of apps to appropriate ESD Program (Funding Sources) and associated databases.
Use data programs to identify and update required applicant information.
Participate in file management, pre/post job finalization as needed.
Participate in program meetings to stay up to date on program requirements.
Document all relevant information when interacting with clients, including required, regular communications, in the CRM database (Salesforce).
Communicate regularly with ESD services team, sharing client information as needed and participating in regular meetings
Guarantees precision in data entry, ensuring information is captured correctly and efficiently
Executes Quality Assurance tasks as designated, ensuring the highest standards of quality and compliance
Work with all intake specialists on ESD program requirements and procedures
Acquire continued education when needed.
Communicate regularly with all ESD Program Managers
Other duties as assigned.
Education and/or Work Experience Requirements Education
High school diploma
Experience
2 years of experience in customer service
Skills
Extremely detail oriented
Fast and accurate data entry skills
Excellent time management skills
Good written and verbal communication skills
Good working knowledge of MS Office, with ability to learn new software
Ability to problem solve invoice discrepancies & bring to resolution.
Teamwork oriented
Microsoft word, 365, excel
Customer service – phone etiquette, timely response, follow up, mailings, documentation
Outlook and/or Google Calendar – scheduling
Organization skills – file review, inventory, tracking of job/invoice/client
Preferred
Bi‑lingual
Prior work in weatherization program
Other
Rare travel for meetings as required by state
Working Conditions and/or Physical Requirements
Ability to perform essential job functions consistent with ADA, FMLA, and other standards.
Regular and punctual attendance consistent with ADA, FMLA, and other standards.
Why Should You Apply?
You want to be part of an organization where the work you do will have a positive and lasting difference in the community.
Great benefits.
Opportunities for on-the-job training and/or professional development.
M/F/V/D/EOE
#J-18808-Ljbffr
CHN Housing Partners CHN is a highly seasoned, nonprofit affordable housing developer, housing service provider and residential mortgage lender that works with its partners to solve major housing challenges for low-income people and under‑served communities. Through our partnerships we have developed over 7,000 affordable homes, and each year serve over 60,000 families through a wide array of housing services.
We work in Ohio and neighboring states, including Michigan, to preserve and expand affordable housing, and build equitable communities. By investing in affordable housing, we are investing in families, communities, and the economy. We are investing in the power of the permanent address.
Learn more about our Core Values and how they drive our mission and define who we are. Learn More about CHN Housing Partners’ Benefits. CHN offers HSA and PPO Medical Plans (including dental and vision options), Vacation, Personal and Sick Leave; Paid Maternity/Paternity/Adoption Leave; Paid Company Holidays; Life Insurance; 401K Plan, Tuition Reimbursement, and more.
Position Summary The Energy Services Intake Specialist is responsible for providing support to the Central Intake team and all Energy Services programs on all aspects of intake duties. The ESD Intake Specialist identifies key eligibility requirements, enters, and monitors proper data systems, and prioritizes tasks per program guidelines and regulations. Entering intake information in multiple systems for eligibility. The Intake specialist will enroll qualified clients in all ESD Programs and partakes in call center, communicates status and details of program functions to the applicant. Will be accountable for the assistance in completion of ESD Services applications, from providing the application to the client to the appropriate approval stages, to submitting it to the appropriate program team member.
The rate of pay for this position is $21.63 per hour; $45,000 per year. (Hourly, FLSA Non‑Exempt)
Essential Duties and Responsibilities
Greet new and existing customers over the phone, answering general questions and navigating customer concerns.
Participate in lobby window for Energy Services Department; documenting all relevant information that is discussed with client at window visit.
Assist with the review of applications for approval and data entry.
Submission of apps to appropriate ESD Program (Funding Sources) and associated databases.
Use data programs to identify and update required applicant information.
Participate in file management, pre/post job finalization as needed.
Participate in program meetings to stay up to date on program requirements.
Document all relevant information when interacting with clients, including required, regular communications, in the CRM database (Salesforce).
Communicate regularly with ESD services team, sharing client information as needed and participating in regular meetings
Guarantees precision in data entry, ensuring information is captured correctly and efficiently
Executes Quality Assurance tasks as designated, ensuring the highest standards of quality and compliance
Work with all intake specialists on ESD program requirements and procedures
Acquire continued education when needed.
Communicate regularly with all ESD Program Managers
Other duties as assigned.
Education and/or Work Experience Requirements Education
High school diploma
Experience
2 years of experience in customer service
Skills
Extremely detail oriented
Fast and accurate data entry skills
Excellent time management skills
Good written and verbal communication skills
Good working knowledge of MS Office, with ability to learn new software
Ability to problem solve invoice discrepancies & bring to resolution.
Teamwork oriented
Microsoft word, 365, excel
Customer service – phone etiquette, timely response, follow up, mailings, documentation
Outlook and/or Google Calendar – scheduling
Organization skills – file review, inventory, tracking of job/invoice/client
Preferred
Bi‑lingual
Prior work in weatherization program
Other
Rare travel for meetings as required by state
Working Conditions and/or Physical Requirements
Ability to perform essential job functions consistent with ADA, FMLA, and other standards.
Regular and punctual attendance consistent with ADA, FMLA, and other standards.
Why Should You Apply?
You want to be part of an organization where the work you do will have a positive and lasting difference in the community.
Great benefits.
Opportunities for on-the-job training and/or professional development.
M/F/V/D/EOE
#J-18808-Ljbffr