Lease Up Intake Specialist

Conifer Realty; City of Albany (NY); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

401K with company match

Medical insurance

HSA

Job summary

Conifer Realty, LLC is seeking an Intake Specialist (Temporary) to run onsite intake for lease-up efforts at Albany County properties. You will convert outbound-set appointments into complete intake files for Compliance, with a focus on show rates and file quality.

The role requires strong interview skills, meticulous documentation, and the ability to work 40 hours/week at the Albany, NY site. This temporary position lasts about 8 weeks.

Qualifications

• High school diploma or equivalent; associate’s degree preferred.
• 2+ years of experience in affordable housing intake or a comparable document-heavy interview role.
• Working knowledge of LIHTC or HCR program eligibility basics, including income calculation and household rules.
• Strong interview skills and ability to navigate sensitive financial conversations.
• Meticulous attention to detail on documentation.
• Proficiency with Yardi, OneSite, MRI, or comparable property-management software.
• Ability to commute reliably to the Nassau County property.

Responsibilities

• Complete 4–6 household intake interviews per day (20–25 per week).
• Prepare the file before the interview: pull lead notes, print intake packet, and prepare a tailored checklist.
• Conduct the household interview: collect identification, household composition, income documentation, asset documentation, and program-specific certifications.
• Complete file prep and quality review before hand-off to Compliance.
• Manage follow-up communication to chase missing documents within the 72-hour window.
• Maintain a clean, organized intake space onsite and preserve applicant confidentiality.
• Hand off only complete, Compliance-ready files and track missing document aging daily.
• Coordinate with Outbound team for same-day reschedules or no-shows.

Skills

Interview skills

Attention to detail

Communication

Compliance/documents

Time management

Customer service

Education

High school diploma or equivalent

Associate’s degree

Tools

Yardi

OneSite

MRI

Job description

LEASE UP INTAKE SPECIALIST

Posted by Conifer Realty, LLC — Property Management

Temporary Position

• Onsite Albany County
• Escalated Lease-Up Sprint

Intake Specialist (Temporary)

$21.00 - $24.00 per hour

Onsite — North Gate Landing, Albany, NY

8 weeks

• 40 hours/week
• W-2 temporary, no benefits

Community Manager — North Gate Landing

2 incremental

Job Type: Full-time, Temporary

Albany, NY

Position Summary

The Intake Specialist is the middle of the lease-up funnel and the single most leveraged conversion point in the process. This role is onsite at the Albany County property and is responsible for converting outbound-set appointments into completed, document-ready intake files for the Compliance team.

Every appointment booked by the Outbound team lands on this Specialist’s calendar. Show rate, intake completion rate, and document-quality at hand-off to Compliance are the three numbers this role owns.

Core Responsibilities

• Complete 4–6 household intake interviews per day (20–25 per week), each running 60–90 minutes.
• Prepare the file before the interview: pull lead notes from CRM, print the intake packet, prepare a checklist tailored to the household’s likely income sources.
• Conduct the household interview: collect identification, household composition, income documentation, asset documentation, and program-specific certifications.
• Complete file prep and quality review (30–45 minutes per file) before hand-off to Compliance.
• Manage follow-up communication (20–40 minutes per file) to chase missing documents within the 72-hour window.
• Maintain a clean, organized intake space onsite; preserve applicant confidentiality at all times.
• Hand off only complete, Compliance-ready files; track and report missing-document aging daily.
• Coordinate same-day with the Outbound team when an appointment no-shows or reschedules so the slot can be backfilled.
• Participate in the daily 15-minute pipeline standup hosted by the Community Manager.

What This Role Is Not

• This is not the file-approver role. Compliance owns final eligibility determinations.
• This is not an outbound role. Cold calling and list management belong to Outbound Coord

Requirements

Required qualifications

• High school diploma or equivalent; associate’s degree preferred.
• 2+ years of experience in affordable housing intake, property management leasing, social services intake, or a comparable document-heavy interview role.
• Working knowledge of LIHTC, or HCR program eligibility basics — including income calculation, household composition rules, and asset disclosure.
• Strong interview skills; ability to navigate sensitive financial conversations with applicants of varied backgrounds.
• Meticulous attention to detail on documentation.
• Comfort with Yardi, OneSite, MRI, or comparable property-management software.
• Ability to commute reliably to the Nassau County property.

Preferred Qualifications

• HCCP, TCS, COS, or other affordable-housing compliance certifications.
• Prior lease-up experience.
• Experience working under verification, agency-overlay, and lender-driven file deadlines.

For 50 years, Conifer Realty has developed, owned, and managed nearly 13,000 apartments across 150+ communities. Our 500-member team shares one mission: to create affordable, thriving, and sustainable communities where people feel they belong.

Conifer Realty is a professional, service-oriented organization offering a competitive compensation package commensurate with experience, along with excellent benefits that include ongoing training and development, 13 holidays, 15 days paid time off, 401K with company match, medical, HSA, dependent care Flex account