Intake Coordinator/Relief Processor

Company: Robert Half
Location: Miami
Posted on: May 28, 2023

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