Intake Specialist

Organization Background:

Founded in 1989 as a 501(c)(3), Housing Development Fund is a community development financial institution. Housing Development Fund’s (HDF) mission is to facilitate the development of affordable rental and homeownership opportunities. We accomplish this by helping households become and remain owners of affordable homes, as well as financing affordable rental opportunities for low- and moderate-income households. By providing free counseling and unique lending products to first-time homebuyers and developers, HDF helps families achieve housing stability.

Salary Range and Terms:

• $23.50 per hour ($24.50 if multilingual – see qualifications)
• 20 hours per week, Monday–Friday (Hours must be worked during regular business hours - 9:00am to 5:00pm daily)

This is a permanent, remote position at HDF, for candidates residing in Connecticut or New York. Candidates should be able to attend initial training at our Stamford office and may occasionally come in as needed.

HDF is a HUD-certified homeownership counseling agency. This position supports our team of three counselors who provide free homeownership counseling to low and moderate-income client households in New York and Connecticut.This part-time role supports client file management, pre-purchase education classes, and data entry, ensuring clients receive accurate and professional service.

Essential Job Functions:

• Respond to inquiries via phone and email regarding housing counseling services, classes, and eligibility requirements.
• Create and maintain secure electronic client files, ensuring accurate data in Salesforce; includes pulling a credit report.
• Assist clients with intake forms and follow up with current and potential clients regarding required documentation submission.
• Maintain professionalism and client confidentiality.
• Assist counseling team with file closings and quality control as needed.
• Support outreach events and pre-purchase education class registrations as needed.
• Attend housing industry training opportunities to support professional development and growth as needed.

Qualifications:

• Motivation, passion, and commitment to the mission of Housing Development Fund.
• Minimum 2 years of customer service experience, preferably in lending, banking or housing.
• Personal qualities of integrity and credibility and exceptional interpersonal and communication skills (written and oral) and fostering effective working relationships.
• Strong time management skills, attention to detail, and the ability to prioritize in a fast-paced environment.
• Bilingual a plus (Spanish, Portuguese, or Haitian Creole).
• Strong technological proficiency and agility in Microsoft Office and Sharepoint a plus.
• Ability to adapt to and maximize benefits of new technology including AI.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• PTO (Paid Time Off) and paid holidays
• 401K
• Employee Assistance Program
• Professional Development Opportunities

English; Bilingual a plus (Spanish, Portuguese, or Haitian Creole).