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Client Intake Support

Rebuilding Together Tampa Bay
locationFort Myers, FL, USA
PublishedPublished: 6/14/2022
Healthcare
Full Time

Job Description

Job DescriptionSalary: $38,000 - $40,000 per year

Organizational Overview

Rebuilding Together Greater Florida (RTGFL) is a leading provider of affordable housing rehabilitation and critical repair services for low-income homeowners across multiple counties in Florida. RTGFL also supports disaster recovery initiatives and provides assistance to first-time homebuyers. Our mission is simple yet powerful: Repairing homes, revitalizing communities, and rebuilding lives.


Position Overview

The Client Intake Support provides essential administrative and operational support to the Intake and Client Relations function. This role plays a key part in ensuring client applications are processed efficiently, records are maintained accurately, and clients receive timely, compassionate communication throughout the intake and service process.

The ideal candidate is detail-oriented, organized, and service-driven, with a strong commitment to supporting homeowners and communities in need.


Key Responsibilities

  • Assist with reviewing, organizing, and tracking client applications and supporting documentation
  • Support scheduling of phone assessments, site visits, and client meetings
  • Follow up with clients to obtain outstanding documents and provide status updates
  • Maintain accurate and up-to-date client records in Salesforce and other tracking systems
  • Respond to incoming phone calls and emails professionally and with empathy
  • Assist with preparation of materials and logistics for outreach, intake events, and volunteer activities
  • Perform general administrative duties including scanning, data entry, and electronic filing
  • Collaborate with program, intake, and operations staff to ensure smooth client intake workflows
  • Ensure all client information is handled confidentially and documented accurately
  • Support additional intake- and client-related tasks as assigned

Qualifications

  • High school diploma or equivalent required; some college coursework preferred
  • Prior experience in administrative support, intake coordination, or customer service preferred
  • Strong interpersonal, communication, and customer service skills
  • Excellent attention to detail and organizational abilities
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience a plus
  • Ability to work independently while also contributing as part of a collaborative team
  • Bilingual (English/Spanish) preferred but not required
  • Flexibility to occasionally support evening or weekend activities as needed


Work Environment & Expectations

  • Office-based with potential for limited hybrid work as approved
  • Interaction with clients experiencing financial or housing-related hardship
  • Commitment to RTGFLs mission, values, and client-centered approach
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