Intake Coordinator/Relief Processor
Company: Robert Half
Location: Miami
Posted on: May 28, 2023
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Job Description:
Ref ID: 01130-0012683668Classification: Intake
CoordinatorCompensation: $14.25 to $16.50 hourlyThe Mortgage Relief
Processor is responsible for determining client eligibility for
financial assistance. Applicant will work under the guidance of
Lead Counselor and will report directly to the Program Manager:
Review client file to ensure the household is income eligible.
Communicate with clients regarding follow up questions/ concerns
via phone/ email. Completing data entry in case management
software. All information listed on intake form must be entered
completely. Record all verbal and written communications into
database to document all events- update log after each meeting or
conversation with client.Ensure information is kept up to date and
current at all times. Maintain customer and program files according
to our organization workflows. New documents to be scanned and
filed in our cloud base on a daily basis according to our workflow
process. Achieve monthly production goals agreed upon with the
Program Manager --- Provide production reports to Lead Counselor.
Assist the Lead Counselor with assigned special projects and other
tasks deemed necessary to achieve overall goals and operate a
successful program.Participate in external events, trainings, and
seminars that will assist in daily duties and responsibilities.
Keywords: Robert Half, Miami , Intake Coordinator/Relief Processor, Other , Miami, Florida
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