Weatherization Intake Specialist

Title: Intake Specialist

Reports to: Senior Manager of Weatherization

Job Summary: Develops potential home weatherization and healthy homes opportunities through contact with homeowners, tenants and landlords with an emphasis on multi-family units.

Job Responsibilities:

• Identifies and engage sources of the following categories:
  
  
  
  • Property Managers and tenants of multi-family units
  
  
  • Homeowners, tenants and landlord on a routine basis
  
  
  • Faith-based organizations
  
  
  
  


• Establishes strong relationships with potential referral partners and maintain regular contacts for purposes of providing energy efficiency service information and soliciting referrals


• Advocates for energy savings and weatherization issues for the low income and disadvantaged


• Ensures client satisfaction by resolving and responding to participant issues and requests


• Collect client documentation and create a client file which includes the following items:
  
  
  
  • Application
  
  
  • Social Security Cards (all individuals in household)
  
  
  • Income Verification (HEAP, Social Security, Wages and/or Utility Assistance)
  
  
  • Utility Bills
    
    
    
    • Landlord Tenant Agreement (Contact person for landlord)
    
    
    • Franklin County Auditor demographic (Address, Owner, Square footage)
    
    
    
    
  
  
  
  


• Process Applications


• Schedule Inspection


• Collaboration with Lowe's


• Excel track record of appliance purchase and measurement of space where appliance will be stored


• Create PA's for fiscal record


• File all documentation


• Verify, check and reconcile submitted weekly intake reports of eligible weatherization clients, appliance purchases and measurements of the space where appliance will be stored and enter into excel database


• Accurately input dwelling information such as client demographics, assessment data, and appliance delivery in OCEAN and generate monthly reports of both programs


• Other duties as assigned

Inventory Specifics:

Assists with clerical and administrative functions that support the weatherization department such as inventory, logistics, tracking data, and other related functions.

Working Conditions and Physical Requirements:

Standard office environment. Requires ability to sit, move about and operate telephone and personal computer for extended periods of time.

Competencies and Knowledge, Skills, and Abilities:

• Integrity and Trust


• Action Oriented


• Drive for Results


• Priority Setting


• Customer Service


• Interpersonal Savvy


• Decision Quality


• Problem Solving


• Organizing and re


• Verbal, Written Communication Skills


• Technical Skills (e.g. PC Applications)


• Functional Knowledge and Skills - examples:
  
  
  
  • customer service skills
  
  
  • weatherization processes
  
  
  • community development
  
  
  • OCEAN
  
  
  
  

Minimum Education and Qualifications:

• BA/BS degree in social work or related field or equivalent knowledge/experience


• Two years' experience in a community development/practice position with responsibility for customer service


• Ohio Driver's License, reliable transporation, and ability to meet Agency's transportation insurance requirements


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Equal Opportunity Statement:

IMPACT Community Action recognizes that a diverse workforce enhances the organization in many ways. We are committed to providing equal employment opportunities that foster diversity and meaningful experiences.