THIS POSITION IS ELIGIBLE FOR A SIGN ON BONUS

Position Summary

The Housing Intake Support position works closely with the housing division staff who provide housing support services for community members, including housing counseling, financial coaching, public benefits counseling, utility assistance and VITA Tax Site services. This position is primarily responsible for greeting, screening, assisting with the completion of client intake forms, and gathering any necessary information to assess client needs in person and on the phone. Additionally, this position inputs and monitors all data and ensures clients are served appropriately. This Housing Intake Support has access to sensitive Congreso client information and is expected to handle such information with integrity and professionalism. This position requires strong speaking and writing skills in both English and Spanish.

This position reports to the Lead Housing Intake Support. This is a hybrid position, requiring on-site hours Monday through Thursday with the possibility of working remotely on Friday, as program needs allow.

The Housing Intake Support applies the principles of the organization’s signature service delivery approach, Primary Client Model (PCM™), by promoting a positive employee/client-focused experience that is appreciative of the unique strengths, values and needs that each individual brings; and by using data to inform and drive decision making. Attention is given to compliance, quality assurance, and best practices as they relate to the role.

Congreso is committed to attracting and retaining candidates who have a passion for their work and will serve as ambassadors of the agency’s mission, values, and DEI&B vision.  We encourage all qualified individuals, including those of diverse backgrounds, differently abled, LGBTQ , and women to apply.   Congreso is an Equal Opportunity Employer.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential

functions listed below.

Housing Intake and Communication 

• Provides a high level of customer service to clients, staff, and external entities.  
• Keeps the client screening and intake process organized for the Housing Counseling team. 
• Completes client eligibility screenings for all services via email and/or phone calls.
• Handles incoming/outgoing phone calls and emails from clients who seek assistance with program services and greets walk-in clients at the front desk.
• Distributes, collects, and tracks completion of client intake packets.
• Processes financial assistance packages.
• Provides follow up calls for clients as needed.
• Responds effectively and proactively to program and organizational changes.
• Participates in special initiatives with the Housing Counseling team related to client services. 

Data Entry and File Preparation 

• Creates and maintains accurate client file folders according to funder requirements. 
• Completes daily data entry of client enrollment, dismissal, demographics, and program outcomes in multiple data systems.
• Submits weekly enrollment reports to the Housing Counseling Manager.  
• Anticipates, recognizes, and solves potential enrollment problems independently and consults the Housing Counseling Manager when needed. 
• Maintains confidentiality as indicated by the agency’s policy and procedure  

Competencies (Knowledge, Skills, and Abilities)

All Staff Competencies

• Basic understanding of Congreso’s mission, values, DEI&B vision, Mission2Impact, Primary Client Model, programs, and services.
• Demonstrates knowledge and understanding of the community needs and demographics.
• Ability to understand, acknowledge, and assess client needs to provide a timely, trauma informed approach in service.
• Ensures the appropriate handling of sensitive information and understanding for issues such as confidentiality, domestic abuse, child abuse, and mandated reporter requirements.
• Adheres to all Congreso, departmental, programmatic, and security policies, procedures, and guidelines.
• Attends all Congreso trainings and in-services as required, including relevant professional groups to maintain professional, requisite knowledge and licensure.
• Attends, participates, and facilitates relevant staff meetings to promote communication and execution of goals.
• Ability to effectively use standard office equipment, including a variety of common software programs such as Office365, UNIDAD, and other customized databases.
• Follows through on assignments, works in a timely manner, within established deadlines, and completes special projects specific to the function of the department, as needed or as directed by supervisor.
• Demonstrates ability to work independently and collaboratively with diverse groups, in a compassionate, courteous, and respectful manner that fosters an inclusive environment.
• Strong written and verbal communication skills including effective and respectful communication with individuals and groups.
• Bilingual (Spanish/English) written and verbal skills required

Supervisory Responsibilities: 

This position has no supervisory responsibilities. 

Minimum Experience, Education, and Qualifications

Minimum Education: 

Associate’s degree a plus; experience in lieu of education considered.

Minimum Experience: 

2 years’ experience working in the housing or related field, required. 

Computer proficiency in Microsoft Office Suite required (Outlook, Word, and Excel)

Certification/License:  

N/A