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About the Role
The Intake Specialist is a key conversion point in the lease-up process, responsible for converting appointments into completed, document-ready intake files for the Compliance team. This role owns 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 checklist.
- Conduct household interviews, collecting necessary identification, income, asset, and program-specific documentation.
- 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 an organized intake space and preserve applicant confidentiality.
- Hand off only complete, Compliance-ready files and track missing-document aging daily.
- Coordinate with the Outbound team for appointment no-shows or reschedules.
- Participate in the daily 15-minute pipeline standup.
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 (Yardi, OneSite, MRI)
- Affordable housing program knowledge (LIHTC, HCR)
- Communication
Location
- Albany, NY
- Onsite — North Gate Landing, Albany, NY
Work Type
- Full-time
- Temporary
- Onsite
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
- 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 insurance
- Company-paid short-term disability insurance
- Company-paid long-term disability insurance
- Wellness program
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.
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