Housing Assessment & Intake Coodinator

Catholic Charities East Bay

Date: 6 days ago
City: Richmond, California
Contract type: Full time
Description

 Position Summary: The Housing Assessment & Intake Coordinator plays a crucial role in providing front-line support to the Housing & Financial Services team. This position involves conducting screening assessments to determine eligibility for direct financial assistance from available housing funds. The coordinator will perform both over-the-phone and in-person screenings to ensure that clients meet program requirements. This is a fast-paced and demanding role that requires excellent listening skills and sound judgment. This position will also help schedule client appointments and connect people with additional resources to address housing stability needs.

Essential Responsibilities:

  • 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.

Success Metrics:

  • 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.

Qualifications

 Qualifications/Requirements:

  • AA orBA in social work, or related human services field preferred. High School Diploma or GED Required.
  • Two or more years 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 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 visitsas 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 [or to client sites, etc.], making a personal vehicle necessary.

Physical Requirements:

  • 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 Officer.
  • This position will be externally accountable to funders and partner agencies.

Core Competencies:

  • Demonstrates strong listening and speaking skills to accurately assess client needs and provide clear information and referrals.
  • Conducts thorough screenings to determine client eligibility for various housing assistance programs, ensuring all necessary data is collected and reviewed.
  • Manages and schedules client appointments efficiently, maintains accurate and timely records in databases like Salesforce and HMIS.
  • Identifies and addresses complex eligibility issues, making appropriate referrals to legal services and credit counseling.
  • Maintains client confidentiality, exercises objectivity, and represents the agency professionally at community events and in interactions with clients and partners.
  • Ability to thrive in a flexible, fast-paced, accredited, and growth oriented environment while maintaining a positive solution oriented approach.
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