Lease Up Intake Specialist
Description
Job Type
Full-time, Temporary
Albany, NY
Description
LEASE UP INTAKE SPECIALIST
Temporary Position • Onsite Albany County • Escalated Lease-Up Sprint
POSITION
Intake Specialist (Temporary)
SALARY
$21.00 - $24.00 per hour
WORK LOCATION
Onsite — North Gate Landing, Albany, NY
ENGAGEMENT
8 weeks • 40 hours/week • W-2 temporary, no benefits
REPORTS TO
Community Manager — North Gate Landing
HEADCOUNT NEEDED
2 incremental
POSTED BY
Conifer Realty, LLC — Property Management
Position summary
The Intake Specialist is the middle of the lease-up funnel and the single most leveraged conversion point in the process. This role is onsite at the Hunterdon County property and is responsible for converting outbound-set appointments into completed, document-ready intake files for the Compliance team.
Every appointment booked by the Outbound team lands on this Specialist’s calendar. Show rate, intake completion rate, and document-quality at hand-off to Compliance are the three numbers this role owns.
Core responsibilities
• Complete 4–6 household intake interviews per day (20–25 per week), each running 60–90 minutes.
• Prepare the file before the interview: pull lead notes from CRM, print the intake packet, prepare a checklist tailored to the household’s likely income sources.
• Conduct the household interview: collect 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 chase missing documents within the 72-hour window.
• Maintain a clean, organized intake space onsite; preserve applicant confidentiality at all times.
• Hand off only complete, Compliance-ready files; track and report missing-document aging daily.
• Coordinate same-day with the Outbound team when an appointment no-shows or reschedules so the slot can be backfilled.
• Participate in the daily 15-minute pipeline standup hosted by the Community Manager.
What this role is not
• This is not the file-approver role. Compliance owns final eligibility determinations.
• This is not an outbound role. Cold calling and list management belong to Outbound Coord