Client Intake and Outreach Specialist

Rebuilding Together Peninsula; Redwood City (CA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

Job summary

Rebuilding Together Peninsula is seeking a Client Intake and Outreach Specialist to act as the welcoming face for homeowners and nonprofits seeking assistance in San Mateo and Northern Santa Clara counties. You will guide applicants through income verification, schedule home assessments, and maintain records with care and empathy.

The role emphasizes strong communication, organization, and relationship-building across diverse communities.

Qualifications

• Strong customer service approach.
• Fluent in English and Spanish (write and spoken).
• Proven ability to build relationships with people of diverse backgrounds.
• Excellent attention to detail and follow-through.
• Self-motivated, accountable and responsible.
• Excellent interpersonal skills.
• Ability to work independently and take initiative.
• Highly flexible and adaptable.
• Highly organized and process-oriented.
• Strong problem-solving skills. Comfortable with Google Apps and MS Office.

Responsibilities

• As the primary contact for current and prospective homeowners and nonprofits, assist with outreach and support homeowners through the application process.
• Respond to homeowner inquiries and help process paperwork proving income eligibility.
• Schedule home assessments and maintain client databases and files.
• Provide updates on progress and issues; help with quarterly and year-end reporting.
• Support design of new forms and systems to improve efficiency.

Skills

Customer service

Bilingual English/Spanish

Relationship building

Communication

Organization

Problem solving

Independent work

Tools

Google Apps

MS Office

Salesforce

Job description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off

Do you like the idea of bringing safety and peace of mind to low-income, elderly and disabled members of our community? Want to put your strong interpersonal skills and experience serving traditionally marginalized members of the community to work supporting housing equity??

As the go-to agency for free home repairs in San Mateo County and Northern Santa Clara County, we ensure that vulnerable homeowners have safe homes in which to live and nonprofit agencies have safe facilities from which to provide services. Rebuilding Together Peninsula seeks a strong team player to join our team to be the welcoming face of the agency for our clients and their supportive primary contact.

We believe a healthy community starts with a safe and livable home. For nearly 40 years, RTP has helped preserve affordable home ownership and maintain the diverse fabric of the peninsula by providing critical health and safety-related repairs. With skilled in-house repair technicians and by harnessing the power of hundreds of volunteers annually, we served approximately 100 homeowners and nonprofits annually.

Rebuilding Together Peninsula, with an operating budget of $3+M, is one of the largest of the over 115 affiliates of Rebuilding Together Inc., a national nonprofit. We're passionate about our role helping preserve affordable homeownership and supporting families who turn to us for critical safety and health-related repair needs. We value the initiative and input of our staff to help best meet the community’s needs.

Primary Responsibilities

As the primary contact for current and prospective homeowners and nonprofits seeking assistance, the Client Intake and Outreach Specialist assists with outreach to prospective clients and supports homeowners throughout the application process. You will use your strong organizational skills, follow through and empathy to respond to homeowners’ inquiries, help them process their paperwork proving income eligibility and schedule home assessments. You should be a good problem-solver and comfortable working with traditionally marginalized members of the community. This is a full time, non-exempt position based in Redwood City. Reports to the Director of Programs.

General Job Responsibilities

• Support community outreach by helping with tabling and other homeowner outreach events.
• Respond to requests from prospective and current homeowners regarding their applications.
• Effectively communicate guidelines for participation.
• Conduct pre-repair project briefings for homeowners and facilities.
• Provide updates on progress and issues.
• Schedule home assessments for staff to determine homeowners’ and agencies’ repair needs.
• Maintain client database and files
• Maintain accurate documentation and track progress.
• Support quarterly and year-end reporting.
• Support the design of new form and systems to enhance efficiency as appropriate.

Qualifications

The ideal candidate will possess many of the following:

• Strong customer service approach
• Fluent in English and Spanish (write and spoken)
• Proven ability to build relationships with people of diverse backgrounds.
• Excellent attention to detail and follow-through.
• Self-motivated, accountable and responsible.
• Excellent interpersonal skills.
• Ability to work independently and take initiative.
• Highly flexible and adaptable.
• Highly organized and process-oriented.
• Strong problem-solving skills.Comfortable with information technology and basic software including Google Apps, MS Office/Word
• Reliable transportation, valid California driver’s license and proof of insurance
• Pass a background check and have clean driving record

Strongly Preferred:

• Familiarity with Salesforce
• Presentation skills
• Experience working in a nonprofit
• Knowledge of Peninsula

Confidential Application Process:

Email your cover letter (Word or PDF document) summarizing your interest, fit with qualifications, and experience along with a current resume to: Melissa Lukin, Executive Director, Rebuilding Together Peninsula at [e-mail]. Resumes without a cover letter will not be considered. For more information about the organization, visit http://www.RTPeninsula.org. No phone calls, please.