Intake Specialist

Oakland, California
Mar 22, 2021
Apr 21, 2021
Focus Areas
Housing / Shelter
Position Type
Full Time

Position Summary:

The Intake Specialist is primarily responsible for the initial receipt, data input, and review of homeownership pre-application packages and determination of applicant qualification for Habitat’s homeownership program.  This position will also provide assistance with applicant questions regarding program requirements and homebuyer education/orientations.


  • Review all applications to ensure that required documents are included, perform data input of information, and pull credit reports for listed applicants
  • Conduct an initial assessment to determine if applicants meet Habitat’s underwriting and program guidelines for the purchase of a home
  • Review applications in a timely manner and respond to applicants within the timeframe of lending standards
  • Effectively communicate to applicants the results of the initial assessment with specific “next steps” defined.  This may include referral to Habitat’s housing counseling program, requesting additional information/documentation, and meeting with applicants to explain requests and answer questions
  • As needed, assist with review of full application packages including communicating with applicants for additional information/documentation and status inquiries
  • Review applications for Habitat’s home preservation program to determine if the applicant meets the applicable eligibility requirements
  • Maintain accurate client records to facilitate review of applications
  • Assist current and prospective clients with questions regarding the homeownership program
  • Act as liaison for Habitat’s Family Resource Committee
  • Assist with community outreach and homebuyer education/orientation workshops
  • Participate in underwriting and general lending standards training workshops
  • Participate in staff meetings to support the success and growth of the Client Services Team and the organization in general

Knowledge, Skills, and Abilities:

  • Excellent analytical skills
  • Strong written and oral communication skills
  • Experience in managing workflow efficiently and with little supervision
  • Detail-oriented
  • Ability to work with people from a variety of backgrounds with various levels of understanding of the homeownership, home preservation, and loan process
  • Bilingual a plus (especially Spanish, Vietnamese, Mandarin, or Cantonese)
  • Experience with Microsoft office – Word, Excel, and PowerPoint
  • Salesforce experience a plus

Work Environment/Physical Requirements:

Primarily office work; some travel within our service area of Contra Costa, Alameda, and Santa Clara counties will be required; occasional night and weekend meetings as needed.

Department:  Client Services

Reports to:  Homeowner Selection Coordinator                                                                       

Classification:  Full time, non-exempt

Interested candidates must submit both a cover letter and resume to Lucinda Lee O’Sullivan, Director of HR & Operations at

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