Client Eligibility Analyst

Job Overview
We’re seeking a detail-oriented, organized team member to support client intake, documentation, and office operations. This role manages sensitive client information, coordinates with Case Managers, maintains digital and physical records, and ensures smooth project flow from intake through close-out.

About Us

Westminster Home Connection, a nonprofit construction agency, serves older adults and people with disabilities whose homes have become unsafe places to live, due to issues of function or immobility.

Responsibilities

• Analyze and verify client intake documents.
• Enter and maintain client data in tracking systems.
• Prepare and organize assessment packets and client folders.
• Update project notes, Scopes of Work, liens, warranties, and close-out documents.
• Manage main inbox/phone line and communication logs.
• Assist with miscellaneous office tasks.

Qualifications

• Ability to analyze income and property ownership documents for program eligibility.
• Strong organization, communication, and tech skills (Microsoft Office, OneDrive).
• Proficiency with creating pull downs, pivot tables, and formulas in Excel.
• Minimum 3+ years office experience.
• Comfortable working with older adults and individuals with disabilities.

Job Type: Full-time

Pay: $50,000.00 - $54,000.00 per year

Benefits:

• 401(k) matching
• Paid time off

Work Location: In person