Intake Specialist

at  Impact Community Action

Job Title: Intake Specialist
Reports to: Senior Manager of Weatherization
Classification: Non-Exempt
Job Summary: Develops potential home weatherization and healthy homes opportunities through contact with homeowners, tenants and landlords with an emphasis on multi-family units.

Job Responsibilities:

• Identifies and engage sources of the following catetories:
• Property Managers and tenants of multi-family units
• Homeowners, tenants and landlord on a routine basis
• Faith-based organizations
• Establishes strong relationships with potential referral partners and maintain regular contacts for purposes of providing energy efficiency service information and soliciting referrals
• Advocates for energy savings and weatherization issues for the low income and disadvantaged
• Ensures client satisfaction by resolving and responding to participant issues and requests
• Collect client documentation and create a client file which includes the following items:
• Application
• Social Security Cards (all individuals in household)
• Income Verification (HEAP, Social Security, Wages and or Utility Assistance)
• Utility Bills
• Landlord Tenant Agreement (Contact person for Landlord)
• Franklin County Auditor democraphic (Address, Owner, Square footage)
• Process Applications
• Schedule Inspection
• Collaboration with Lowe’s
• Excel track record of appliance purchase and measurement of space where appliance will be stored
• Create PA’s for fiscal record
• File all documentation
• Verify, check and reconcile submitted weekly intake reports of eligible weatherization clients, appliance purchases and measurements of the space where appliance will be stored and enter into Excel database
• Accurately input dwelling information such as client demographics, assessment data, and appliance delivery in OCEAN and generate monthly reports of both programs
• Other duties as assigned

Inventory Specifics:
Assists with clerical and administrative functions that support the weatherization department such as inventory, logistics, tracking data, and other related functions
Working Conditions and Physical Requirements:
Standard office environment. Requires ability to sit, move about and operate telephone and personal computer for extended periods of time

Competencies and Knowledge, Skills, and Abilities:

• Integrity and Trust
• Action Oriented
• Drive for Results
• Priority Setting
• Customer Service
• Interpersonal Savvy
• Decision Quality
• Problem Solving
• Organizing
• Verbal, Written Communication Skills
• Technical Skills (e.g. PC applications)
• Functional Knowledge and Skills - examples:
• customer service skills
• weatherization processes
• community development

• Identifies and engage sources of the following catetories:
• Property Managers and tenants of multi-family units
• Homeowners, tenants and landlord on a routine basis
• Faith-based organizations
• Establishes strong relationships with potential referral partners and maintain regular contacts for purposes of providing energy efficiency service information and soliciting referrals
• Advocates for energy savings and weatherization issues for the low income and disadvantaged
• Ensures client satisfaction by resolving and responding to participant issues and requests
• Collect client documentation and create a client file which includes the following items:
• Application
• Social Security Cards (all individuals in household)
• Income Verification (HEAP, Social Security, Wages and or Utility Assistance)
• Utility Bills
• Landlord Tenant Agreement (Contact person for Landlord)
• Franklin County Auditor democraphic (Address, Owner, Square footage)
• Process Applications
• Schedule Inspection
• Collaboration with Lowe’s
• Excel track record of appliance purchase and measurement of space where appliance will be stored
• Create PA’s for fiscal record
• File all documentation
• Verify, check and reconcile submitted weekly intake reports of eligible weatherization clients, appliance purchases and measurements of the space where appliance will be stored and enter into Excel database
• Accurately input dwelling information such as client demographics, assessment data, and appliance delivery in OCEAN and generate monthly reports of both programs
• Other duties as assigne