Intake Specialist / Receptionist

Full Time
Fort Lauderdale, FL
Posted
Job description

Work Schedule: Mon–Fri, 9:00 AM–6:00 PM

Location: 300 NW 12th Avenue Miami, FL 33128

Summary

The Intake Specialist/Receptionist answers phone calls, welcomes guests, enters data, responds to email, verbal and written inquiries, provides information on all NHSSF lines of businesses and carries out office functions that provide administrative support for the Miami Dade (Little Havana) and Broward (Oakland Park) office. The position requires the receptionist to assist the public in accessing homebuyer and financial literacy and foreclosure prevention services. To successfully help NHSSF, clients the incumbent must understand and collect personal records and financial documents.

  • Answer telephone calls, returns voice mails promptly, and welcomes guests to the office. Direct calls and guests to the appropriate staff person.
  • Register customers for homebuyer education classes, foreclosure clinics and financial fitness classes.
  • Contact customers to remind/confirm their attendance at an upcoming class or clinic.
  • Update and monitor monthly attendance reports for all classes.
  • Enter customer data into CMAX tracking software. All information listed on intake form must be entered (no exceptions). Record all communications into database
  • Assist in preparing for homebuyer education workshops, financial fitness seminars, post purchase classes and foreclosure clinics, including room set up and copying handouts.
  • Collect HUD-1 closing statements, prequalification letters and update various production reports.
  • Participate in off site homebuyer education classes, financial fitness classes and foreclosure clinics.
  • Available to work evenings, weekends and maintain a flexible work schedule.
  • Receive credit report payments from customers and prepares receipts.
  • Maintain organized front desk area and update office bulletin board with current information. Maintain adequate copy paper right next to copy machine.
  • Perform other responsibilities and tasks as assigned by the Director or COO.

Experience and Qualifications

  • Must be able to speak, read, and write English, & Spanish, Prefer Creole (or French) as well.
  • Good verbal and written communication skills.
  • Good and accurate data entry skills on the computer.
  • Prior customer service experience both on the telephone and in person.
  • Prior mortgage lending loan processing experience a plus.
  • Ability to work with a diversified group of customers, partners, and staff.
  • Working knowledge of Microsoft Office 365 Outlook, PowerPoint, Excel, and Microsoft Word.
  • Minimum AA degree preferred or equivalent.
  • Ability to work independently with little or no supervision, however, also capable of working as a productive team member.
  • Real estate or lending background considered a plus but not necessary, must suspend any active licenses.

Skills and Qualities

  • Ability to maintain a positive attitude and provide excellent customer service.
  • Ability to demonstrate professionalism, teamwork, and quickly follow up on customer requests.
  • Attention to detail.
  • Self-starter initiative to take on additional tasks and activities whenever needed.
  • Ability and willingness to learn.

Compensation

  • Salary is commensurate with the job responsibilities, skill required, and experience of the individual.
  • Benefits are described in the Personnel Policy provided to each employee.

Hiring is subject to background verification according to employee personnel policy.

Please email resume to:
Attn: Heather Boyd at
resume@nhssf.org


The above statements are intended to describe the general nature and level of work being performed by employees assigned to these positions. This is not intended to be a complete list of all responsibilities, duties, and skills required.

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