Client Services and Data Specialist
- Job Title
- Client Services and Data Specialist
- Job ID
- San Francisco, CA 94111
- Other Location
Client Services and Data Specialist
Salary Range: $61,360 - $65,312
What We Do
Habitat for Humanity Greater San Francisco believes in the power of homeownership to create generational impact. To this end, we build homes for first-time homeowners and sustain homeownership by helping vulnerable homeowners retain their home as an asset for generations to come.
This position supports Habitat GSF’s Home Preservation Program. The program invests in selected neighborhoods in our region that have been hard hit by disinvestment and racial segregation, providing critical repair and rehabs to very low-income homeowners to prevent displacement and stabilize communities. The Client Services and Data Specialist is responsible for the administrative and client-facing activities associated with this program’s home repair and rehab pipeline. From initial engagement with the home repair applicant through the completion of the repair or rehab, the Specialist will support the homeowner through the multiple stages of the process, providing information, education, and consistent communication; securing agreements; and making relevant referrals. The Specialist will take a hands-on approach, recognizing the importance of building connections and relationships with applicants. Internally, the Specialist will communicate progress with key HGSF staff on application and project stages, help the team access data to make decisions at critical stages of the process, and secure necessary documents and agreements that allow the process to move forward. The Client Services and Data Specialist will input and manage a wide range of sensitive applicant and client data, track expenses, and ensure compliance goals are met by efficiently generating Salesforce reports. In a central role that requires on-going collaboration with many staff members, the Specialist will be a strong, communicative team player who is highly organized and capable of managing multiple projects simultaneously.
Project Coordination (60%)
- Closely track the status and progress of the home repair pipeline for clients, applicants, and repair jobs, including troubleshooting internal and/or external issues to ensure that processes are efficient and effective.
- Maintain accurate electronic records of applicants and clients, including repair needs, scopes of work, repair costs (labor and materials), and impact evaluation data.
- Regularly communicate to team members on the status of key milestones associated with the home repair and rehab pipeline, including applicant intake, application screening, application/eligibility review, home assessment, government funder approvals, repair scheduling, volunteer engagement, and loan closings.
- Establish and manage home repair waitlists to ensure transparency and accuracy for internal and external compliance purposes, in accordance with HGSF and funder requirements.
- Coordinate and schedule home assessments, loan agreement meetings, and other key meetings between our underwriting and construction staff and homeowners.
Home Repair Agreements (20%)
- Educate homeowners regarding the home repair/rehab process and thoroughly review the required agreements in the repair and lending process with the borrower.
- Coordinate the preparation of the required repair agreements, including securing necessary paperwork from clients and scheduling meetings to establish and finalize loan terms and other agreements.
- Review loan documents, payment schedules, sweat equity requirements (if applicable), and any additional disclosure agreements with clients in an inclusive, culturally competent, transparent manner.
Client and Applicant Relations (20%)
- Maintain positive, consistent, and timely communication with all applicants and clients to ensure awareness of their status at each step in the pipeline.
- Troubleshoot applicant and client issues and concerns, focusing on fairness, equity, and transparency.
- At least two years of demonstrated success with day-to-day project management in a business or nonprofit setting.
- Excellent organizational and prioritization skills; ability to manage an unpredictable workflow; and possess the flexibility to respond thoughtfully and quickly.
- Proficiency with Microsoft Office programs and databases are necessary. Familiarity with Salesforce a strong plus.
- Ability to organize, analyze and present quantitative and qualitative data in succinct ways to staff team members to support effective program decision making
- Awareness of and sensitivity to cultural and socioeconomic characteristics of populations served
- Demonstrated success as a relationship builder with clients/homeowners
- Excellent written and oral communication skills; must be able to communicate with care and integrity.
- Knowledge and familiarity with East Palo Alto, San Francisco’s southeast neighborhoods, and Menlo Park’s Belle Haven neighborhood a plus.
- Must be able to pass background check (In accordance with state and county law: convictions do not necessarily rule out employment, it depends on the nature and severity of the conviction and is evaluated on a case-by-case basis, check is conducted on last 7 years only.)
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. This role can require work on weekends, nights, and outside the office in our focus neighborhoods approximately 20% – 30% of the time. Reliable transportation is required.
This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and stand or bend as necessary. Must be able to travel.
Compensation for this role is competitive, DOE. This full-time position offers health, dental and vision insurance, life insurance, long-term disability, employee assistance program (EAP), Flex Savings Account (FSA), 403b retirement account, commuter benefits, 20 paid vacation days, 3 front loaded sick days (accrues up to 72 days per year), and 13 paid holidays.
EEO: Habitat Greater San Francisco is an equal opportunity employer. Habitat Greater San Francisco strives to reflect the diverse community it serves. Applicants who contribute to this diversity are strongly encouraged to apply. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
Habitat GSF receives federal funds through Self-Help Homeownership Opportunity Program (SHOP) and is required by federal law, to the greatest extent possible, to provide job training and employment opportunities to Section 3 residents. *Section 3 residents are defined as public housing residents or low-income persons who live in metropolitan area or non-metropolitan counties where HUD-assisted projects are located.