Oversee Client Intakes:

· Serve as a calm and compassionate first point of contact when answering client calls live during set office hours

· Timely input all voicemails & emails into call log in Salesforce database

· Return messages from all prospective clients via phone or email and enter data per intake procedures and processes manual

· Provide referrals to clients whose issue areas are outside of OC's scope of work

· Research appropriate referrals, provide brief information/advice, as needed

· Update referral list with new organizations and updated information

· Receive intake documents from clients, convert and upload documents to Salesforce and SharePoint, connect and share with appropriate staff

· Follow up with prospective clients with reminders or assistance in completing intake documents, as needed

· Coordinate backup intake coverage with other staff to cover PTO or when there is a backlog of intakes due to high call volumes or special circumstances

Oversee Communications Strategy:

· Ensure all communications adhere to approved branding and key messaging strategy

· Update social media calendar with agency events, local programs, and announcements

· Schedule posts on Meta, Instagram, & LinkedIn; engage with community partner posts

· Create graphics for social media to educate the public about fair housing rights, housing counseling tips, and community resources

· In collaboration with the staff, gather content for monthly OC e-newsletter

· Create graphics and write content, as needed, for e-newsletter

· Add newsletter subscribers and new clients to Constant Contact email list

· Send monthly e-newsletter to network and manage Constant Contact emailing list

· Collaborate and coordinate with staff on event flyers and agency-wide communications

· Special communications projects, as needed

Other:

· Attend weekly staff meetings, department meetings, and regular supervision

· Participate in community outreach events, trainings or other workshops, as relevant

· Demonstrate participation in trainings and professional development activities

· Complete a monthly narrative on program activities (stories, challenges, triumphs, etc.) as requested by the board or required by grant requirements

· Provide data and reports on client calls and communications, as needed for reports

· Collaborate with other staff and departments to create and update processes to increase intake efficiency and workflow across the agency

· Work with team to produce program goals and review program accomplishments

· Contribute to maintaining a neat and professional work environment

· Other duties as assigned by supervisor or Executive Director

JOB OPENINGS

Intake and Communications Specialist

Community Navigator & Outreach VISTA