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About the Role
The Intake Specialist is a critical conversion point in the lease-up process, responsible for converting appointments into completed, document-ready intake files for the Compliance team. This role owns the show rate, intake completion rate, and document quality at hand-off.
Responsibilities
- Complete 4–6 household intake interviews per day (20–25 per week), each running 60–90 minutes.
- Prepare the file before the interview by pulling lead notes, printing the intake packet, and preparing a tailored checklist.
- Conduct household interviews, collecting 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 obtain 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/report missing-document aging daily.
- Coordinate with the Outbound team for appointment no-shows or reschedules to ensure slots are backfilled.
- Participate in the daily 15-minute pipeline standup hosted by the Community Manager.
Requirements
- 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 and ability to navigate sensitive financial conversations.
- 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.
Skills
- Interviewing
- Document management
- Property management software
- Communication
Location
- Yonkers, NY
- Onsite — James L Simmons Senior Apartments, Yonkers, NY
Work Type
- Full-time
- Temporary
- Onsite
- 40 hours/week
Experience Level
- 2+ years of experience
Education Level
- High school diploma or equivalent
- Associate's degree preferred
Salary/Compensations
- $21.00 - $24.00 per hour
Benefits
- No benefits
About the Company
- 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, dental, vision; company-paid life, short and long-term disability insurances; and a wellness program.
Equal Opportunity
- Conifer Realty LLC is an Equal Opportunity Employer and does not discriminate on the basis of any legally protected status or characteristic. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran