Lease Up Intake Specialist

About the Role

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.

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; ability to navigate sensitive financial conversations with applicants of varied backgrounds.
• 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.

Preferred Qualifications

• HCCP, TCS, COS, or other affordable-housing compliance certifications.
• Prior lease-up experience.
• Experience working under verification, agency-overlay, and lender-driven file deadlines.

Engagement Details

• Temporary position, 8-week engagement
• 40 hours per week, onsite
• W-2 temporary employment, no benefits
• Location: James L Simmons Senior Apartments, Yonkers, NY (Westchester County)
• Reports to: Community Manager — James L Simmons Senior Apartments
• Headcount needed: 2 incremental specialists

Pay

$21.00 – $24.00 per hour

Company Overview

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.