Client Services Coordinator, Non-Profit in Richmond, VA

Warren Whitney; Richmond (VA); On-site; USD 42,000 - 52,000; Full time

Job summary

Warren Whitney seeks an immediate Client Services Coordinator for project HOMES in Richmond, VA. This non-profit role focuses on income qualification, waiting list management, and supporting the Client Services team to keep annual production on track.

The position requires strong organizational skills, experience in the nonprofit sector, and ability to work on-site Mon-Thu 8-5 and Fri 9-1. Spanish bilingual is a plus; background screening applied.

Qualifications

• Bachelor's degree or equivalent in a related discipline.
• Minimum 3 years' work experience in the nonprofit sector or related roles.
• Experience evaluating information for program compliance.
• Familiarity with Microsoft Office Suite, teleconferencing, data entry, and database management.
• Spanish bilingual preferred.
• Demonstrates collaboration, strong oral and written communication.
• On-site work familiarity with typical hours.

Responsibilities

• Qualify eligible clients for home repair assistance.
• Maintain client waiting lists with accurate, updated records.
• Screen new program applicants and complete initial intakes.
• Coordinate with Affordable Housing Program Managers to adjust production plans.
• Represent the organization professionally to clients, partners, and staff.
• Perform other duties as assigned.

Education

Bachelor's degree in political science, social work, communications, psychology, business, or related discipline

Tools

Microsoft Office Suite

Teleconferencing

Data entry

Database management

Job description

Overview

We are seeking an immediate Client Services Coordinator for our client project: HOMES a growing, non-profit organization that uses an all-encompassing approach to housing challenging the misconceptions of what defines affordable housing through the production and preservation of high-quality affordable homes, large-scale home repairs, and improved accessibility and energy efficiency for existing homes.

This addition to the team is non-supervisory responsible for keeping annual production on track by income qualifying program applicants, providing waiting list management for their assigned localities, and other duties, as needed. Reports to the Director of Client Services (Affordable Housing).

Project:HOMES employs about 60 team members with a budget of approximately $25M located in Richmond, VA (easy access on and off the Midlothian Turnpike and Chippenham Parkway.) Learn more at www.projecthomes.org. Come grow with us!

Summary of Job Responsibilities and Requirements (approx.% of time)

• Qualify eligible clients for home repair assistance. This task includes, but is not limited to: selecting applicants, distributing applications, following up with clients regarding missing documentation, answering client questions and explaining program aspects to clients, scheduling appointments to meet with clients, compiling and securing sensitive client information, and completing calculations using obtained income and asset documentation. For programs with limited or insufficient waiting lists, the Client Services Coordinator will be responsible for coordinating marketing / outreach efforts to build a larger client pool. ~ 65%
• Maintain client waiting lists by keeping accurate, updated, and organized records after every client contact as well as documenting client information in the internal database.
• Assist the rest of the Client Services team by screening new program applicants and completing initial client intakes. ~ 25%
• Work closely with Affordable Housing Program Managers to quickly respond to any changes in the production plan to ensure each assigned program has enough qualified clients. ~ 10%
• Represent the organization in a professional manner to all clients, agency partners, and internal personnel.
• Perform other duties as assigned.

Key Qualifications, Skills, and Abilities

• Bachelor's degree in political science, social work, communications, psychology, business, or related discipline preferred; combination of experience and education will be considered in lieu of formal education.
• Minimum 3 years' work experience in the nonprofit field, Social Work administration, Finance related Customer Service, professional caregiver roles, working with the public.
• Evaluating information to determine compliance with program standards.
• Familiarity with Microsoft Office Suite, teleconferencing, data entry and database mgt.
• Effectively work in a collaborative team environment leveraging oral and written communication skills.
• Spanish bilingual preferred.
• Promotes and adheres to the company's mission, vision and values, policies, and applicable laws in a fair and equitable manner.
• Represents the organization in a professional manner to all clients, vendors, and internal personnel.
• Typical workdays and hours are Mon. through Thurs. 8 AM to 5 PM on site and then Fri. 9 AM to 1 PM.
• Successfully complete pre-employment background screening.

This position will remain open until filled.

Warren Whitney (The Firm) is an equal opportunity employer. The Firm on behalf of its client will not discriminate against applicants or employees on the basis of race, color, religion, national origin, age, sex, pregnancy (including childbirth or related medical condition), disability, genetic information, sexual orientation, gender identity, military status, citizenship, or any other class protected by applicable law. The Firm reserves the right to alter, change, modify, and/or terminate this job posting at any time without notice, or obligation, to any party.