Department:  Client Services
Reports to:  Homeowner Selection Coordinator
Classification:  Full time, non-exempt
Location:  Oakland Office

Position Summary:

The Intake Specialist is primarily responsible for the initial receipt, data input, and review of homeownership pre-application packages and determination of applicant qualification for Habitat’s homeownership program. This position will also provide assistance with applicant questions regarding program requirements and homebuyer education/orientations.


  • Review all applications to ensure that required documents are included, perform data input of information, and pull credit reports for listed applicants
  • Conduct an initial assessment to determine if applicants meet Habitat’s underwriting and program guidelines for the purchase of a home
  • Review applications in a timely manner and respond to applicants within the timeframe of lending standards
  • Effectively communicate to applicants the results of the initial assessment with specific “next steps” defined. This may include referral to Habitat’s housing counseling program, requesting additional information/documentation, and meeting with applicants to explain requests and answer questions
  • As needed, assist with review of full application packages including communicating with applicants for additional information/documentation and status inquiries
  • Maintain accurate client records to facilitate review of applications
  • Assist current and prospective clients with questions regarding the homeownership program
  • Act as liaison for Habitat’s Family Resource Committee
  • Assist with community outreach and homebuyer education/orientation workshops
  • Participate in underwriting and general lending standards training workshops
  • Participate in staff meetings to support the success and growth of the Client Services Team and the organization in general
  • This position does require 2-4 hours on Saturday mornings and 1-2 evenings per month. These events are done virtually currently but could change back to in-person events in the future.

Knowledge, Skills, and Abilities:

  • Excellent analytical skills
  • Strong written and oral communication skills
  • Experience in managing workflow efficiently and with little supervision
  • Detail-oriented
  • Ability to work with people from a variety of backgrounds with various levels of understanding of the homeownership, home preservation, and loan process
  • Bilingual a plus (especially Spanish, Vietnamese, Mandarin, or Cantonese)
  • Experience with Microsoft office – Word, Excel, and PowerPoint
  • Salesforce experience a plus

Work Environment/Physical Requirements:

Primarily office work; some travel within our service area of Contra Costa, Alameda, and Santa Clara counties will be required; occasional night and weekend meetings as needed.

Note: This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as needed.

Interested candidates must submit both a cover letter and resume to Lucinda Lee O’Sullivan, Director of HR & Operations at

About the Author

Habitat for Humanity East Bay/Silicon Valley

As an independent affiliate of Habitat for Humanity International, Habitat East Bay/Silicon Valley believes in a world where everyone has a decent place to live. We create opportunities for families to transform their lives, gaining the strength, stability, and self-reliance they need to build a better future. Working together as a community, we build homes with affordable mortgages, repair and renovate existing homes, counsel first-time homebuyers, and revitalize neighborhoods in Alameda, Contra Costa, and Santa Clara counties. For more information, please call 866.450.4432.