Financial Management Services Intake and Lead Administration Specialist (Finance)

Purpose:
The FMS Intake Specialist provides a face of NMCAA to the public and positively influences the perception of the Homeownership Center's value in the market. They will introduce clients the basics of NMCAA programming and guide them to the appropriate programs while continuing to focus on how to improve the intake process for greater client satisfaction.
Essential functions:

Continually look for ways to more effectively help our clients with intake.
Welcome and receive clients by phone, internet, email, and walk-in, answering basic questions and provide basic information and referrals using the pertinent intake forms.
Provide clients with intake packets and instructions. Assist with web-based intake with Customer Facing Technology (CFT).
Work with the Salesforce Specialist to come up with new ways to reduce manual tasks in Salesforce.
New client intake and pre-screening for programs and services based on needs and eligibility.
Appointment scheduling or provide assistance to client's scheduling on CFT.
Explain what clients need to bring to appointments and keep a record of all contacts, actions taken, and status updates using CounselorMax and Salesforce.
Enroll clients in workshop in CounselorMax (Financial Management, Homebuyer Education, Foreclosure Prevention, IDA Orientation) and Salesforce.