Lease Up Intake Specialist

Lease Up Intake Specialist

Job Type

Full-time, Temporary

Yonkers, NY

Description

LEASE UP INTAKE SPECIALIST

Temporary Position • Onsite Westchester County • Escalated Lease-Up Sprint

POSITION

Intake Specialist (Temporary)

SALARY

$21.00 - $24.00 per hour

WORK LOCATION

Onsite — James L Simmons Senior Apartments, Yonkers, NY

ENGAGEMENT

8 weeks • 40 hours/week • W-2 temporary, no benefits

REPORTS TO

Community Manager — James L Simmons Senior Apartments

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 Coordinators.