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call center representative

commercial client services representative Jobs in Irvine

customer service representative

Mutual of Omaha Mortgage

<div>
 
 Call Center Representative
 
 
 
 Location:&nbsp;Irvine, CA&nbsp;&ndash;&nbsp;On-site
 
 Job Type: Full-Time
 
 Compensation: $22/hour
 
 
 
 Company Overview:&nbsp;&nbsp;
 
 
 Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.&nbsp;
 
 
 Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below!&nbsp;
 
 &nbsp;
 
 
 Role Overview:
 
 
 
 At Mutual of Omaha Mortgage,&nbsp;we&rsquo;re&nbsp;seeking&nbsp;
 
 experienced call center sales &amp; service professionals
 
 &nbsp;to handle a
 
 &nbsp;
 
 high volume of&nbsp; inbound&nbsp;calls
 
 
 .&nbsp;
 
 
 This role emphasizes developing new opportunities through structured outreach, prospecting, and lead&nbsp;qualification. The ideal candidate is a fast learner with&nbsp;strong communication&nbsp;skills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers.&nbsp;
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead&nbsp;qualification.&nbsp;
 </li>
 <li>
 Conduct initial contact and follow-up to&nbsp;identify&nbsp;needs and&nbsp;determine&nbsp;customer&nbsp;fit&nbsp;
 </li>
 <li>
 Follow scripts verbatim for products and services, applying rebuttals as needed&nbsp;
 </li>
 <li>
 Build trust-based relationships by going&nbsp;above and beyond&nbsp;in addressing early customer concerns&nbsp;
 </li>
 <li>
 Offer service support or handle simple service questions prior to transferring to a loan officer&nbsp;
 </li>
 <li>
 Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality&nbsp;
 </li>
 </ul>
 &nbsp;
 
 
 What&nbsp;You&rsquo;ll&nbsp;Need to Succeed:
 
 
 <ul>
 <li>
 1+ years of combined experience
 
 inbound
 
 
 &nbsp;
 
 sales, call center, or phone-based customer engagement&nbsp;
 </li>
 <li>
 Excellent phone communication skills&mdash;clear, confident, and persuasive&nbsp;
 </li>
 <li>
 Strong ability to qualify leads, handle objections, and follow structured scripts&nbsp;
 </li>
 <li>
 Proven&nbsp;track record&nbsp;of proactive outreach and early-stage sales development&nbsp;
 </li>
 <li>
 Proficiency&nbsp;(or strong willingness to learn) Salesforce, Five9, and&nbsp;Yonyx&nbsp;
 </li>
 <li>
 Ability to multitask and manage time in a high-volume environment&nbsp;
 </li>
 <li>
 Growth-oriented, proactive, and aligned with early-stage sales culture&nbsp;
 </li>
 <li>
 Preferred: Background in mortgage, finance, and/or sales&nbsp;
 </li>
 </ul>
 &nbsp;
 
 
 What We Offer:&nbsp;
 
 
 <ul>
 <li>
 Competitive compensation&nbsp;&nbsp;
 </li>
 <li>
 Robust training and ongoing coaching&nbsp;&nbsp;
 </li>
 <li>
 A supportive team culture committed to excellence&nbsp;&nbsp;
 </li>
 </ul>
 &nbsp;
 
 Join a team&nbsp;that&rsquo;s&nbsp;redefining the customer experience in reverse mortgage lending. If&nbsp;you're&nbsp;ready to make an impact,&nbsp;grow&nbsp;your career, and&nbsp;contribute to&nbsp;a high-performing&nbsp;sales&nbsp;&amp; service&nbsp;team,&nbsp;we&rsquo;d&nbsp;love to hear from you.&nbsp;
 
 
 
 
 Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply.&nbsp;We offer an extensive compensation package. Benefits include:&nbsp;
 
 
 <ul>
 <li>
 Vacation &mdash; Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.&nbsp;
 </li>
 <li>
 Paid Sick Time &mdash; 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.&nbsp;
 </li>
 <li>
 9&nbsp;Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)&nbsp;
 </li>
 <li>
 Multiple PPO Medical Plans, as well as HDHP eligible plan.&nbsp;
 </li>
 <li>
 Dental Coverage&nbsp;
 </li>
 <li>
 Vision Coverage&nbsp;
 </li>
 <li>
 Company Paid Life Insurance&nbsp;
 </li>
 <li>
 401K with a generous employer match&nbsp;
 </li>
 <li>
 Additional Benefits including &ndash; Optional Life, FSA, Pet Insurance etc.&nbsp;
 </li>
 <li>
 Free Legal Services&nbsp;
 </li>
 <li>
 Employee Loan Program&nbsp;
 </li>
 </ul>
</div>

Call Center Representative

LPT Realty

Overview HomeValue.com is building a world-class inside sales organization headquartered in Irvine, CA &mdash; a thriving hub at the intersection of mortgage, inside sales, and tech innovation. We are sourcing top-tier sales talent and investing in developing professionals who want to grow fast, earn well, and make a direct impact on LPT Realty's revenue and conversion goals.As an Inside Sales Representative, you will be on the front lines of our growth engine &mdash; working a high volume of inbound leads and making a high volume of outbound calls and emails daily. You are the bridge between prospective clients and our licensed agents, and your ability to build trust quickly, gather key information, and transfer qualified buyers at exactly the right moment is what makes the machine run.*Completive base plus bonus opportunities. Ability for hybrid based on proven performance*Duties<ul><li>Work a high volume of inbound leads while executing a consistent outbound calling and email strategy every day.</li><li>Build rapport and deliver value quickly, gathering the key information needed to prepare a quality lead transfer.</li><li>Identify qualified, engaged customers and transfer them to a licensed agent at the right moment in the conversation.</li><li>Log all activity, call outcomes, and lead statuses in the CRM accurately and in real time.</li><li>Follow established scripts and cadences while bringing your own energy and personality to every interaction.</li><li>Meet and exceed daily, weekly, and monthly KPIs including call volume, contact rate, and conversion benchmarks.</li><li>Collaborate with team leads and agents to continuously refine lead handling strategies and improve transfer quality.</li></ul>Qualifications<ul><li>1-2+ years of experience in inside sales, call center, mortgage, or real estate &mdash; high-volume environments preferred.</li><li>▸ High outbound dial motor &mdash; comfort and confidence making a large number of calls daily without losing energy or focus.</li><li>Strong phone presence, interpersonal skills, and a natural ability to build rapport quickly over the phone.</li><li>Resilient, objection-handling mindset &mdash; ability to stay motivated, positive, and persistent through rejection.</li><li>Basic CRM knowledge on any platform; willingness to learn and log activity with discipline and accuracy.</li><li>Genuine ambition to grow in sales and real estate &mdash; you see this as a career, not just a job.</li><li>Coachable and growth-oriented &mdash; you actively seek feedback, apply it fast, and continuously raise your own bar.</li></ul>Preferred<ul><li>Prior experience in outbound phone sales or customer service.</li><li>Familiarity with real estate, mortgage, or proptech industries.</li><li>Experience working in a high-volume, fast-paced sales environment.</li></ul>Why HomeValue.com ▸ Work in a high-energy, performance-driven team in the heart of Irvine's innovation corridor.▸ Competitive base salary + performance bonuses tied directly to your output.▸ Ongoing coaching, training, and development &mdash; we invest in people who invest in themselves.▸ Modern tools, CRM infrastructure, and lead flow to set you up for success from day one.Performance ExpectationsThis is a high-activity, metrics-driven role. You will be expected to maintain consistent daily call and email volume, achieve target contact and conversion rates, and keep CRM data clean and current. Success in this role is measurable, and your growth here will reflect your results.Pay: $45,000.00 - $74,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Inside Sales Representative

Vets Move Junk

Are you ready to jump into the junk removal game? Vets Move Junk is one of California&rsquo;s fastest-growing residential and commercial junk removal companies. We&rsquo;re looking for a team of customer service-focused individuals ready to dive in and help us refine excellence in the junk removal industry. We don&rsquo;t just take away the junk; we also provide an exceptional experience that keeps our customers coming back again and again.We&rsquo;re looking for performance-driven candidates who can communicate clearly, have a ready-to &ldquo;roll up your sleeves and dive in&rdquo; mentality, and the ability to lead your team efficiently while hitting your metric goals. Each team member plays an important role in our day-to-day operation, especially our drivers.This is a leadership role in the field. You oversee team members, keeping them accountable, ensuring the fulfillment of all jobs on the schedule, and accommodating same-day bookings when needed. You are an ambassador of Vets Move Junk and the face of our business the moment you arrive at a job site. Creating a positive customer experience is the most important part of your day. We are hardworking, punctual, and efficient. We get the job done.Earn up to $18-$24+/hour (rate inclusive of tips as well as performance-based bonuses)Immediate Start Dates + Paid TrainingPart Time &amp; Full Time ShiftsCompany Uniform ProvidedEssential Duties:<ul><li>Driving: Safely complete In-house training on our Isuzu NPR/NQR/NRR trucks</li><li>Customer Service: Provide top tier customer service while educating our customers on our product &amp; services to gain business wherever possible</li><li>Safety: Commit to safe and professional navigation, driving, and efficient loading &amp; unloading</li><li>Sales: Conduct in-depth assessments and clearly communicate service benefits</li></ul>A Day in the Life:<ul><li>We start the day with a vehicle inspection and a morning meeting</li><li>Our teams of two field techs (Driver + Navigator) will depart in our trucks to our customers' homes, businesses, and various properties, to remove unwanted items.</li><li>When our truck is full, we will dispose of the items at a waste management or recycling facility</li><li>You will maintain clear and constant communication throughout the day with our dispatch and operations team</li><li>Come back ready to do it again the next day!</li></ul>Job Requirements:<ul><li>21+ years of age (required for insurance purposes)</li><li>Valid driver's license &amp; CLEAN driving record (No points, suspensions, or violations) This is non-negotiable.</li><li>Working knowledge of truck operation, care, and general maintenance</li><li>Physically capable of lifting and loading 50+ lbs repeatedly.</li><li>Comfortable meeting &amp; communicating with customers (bilingual is a plus!)</li><li>Load and unload items with and without dollies</li><li>Positive attitude, professional appearance, strong work ethic</li><li>Ability to pass a background check + maintain a drug-free workplace</li><li>Ability to work at least one weekend day</li><li>Have a working smartphone and be comfortable with technology (tablets, apps, GPS, etc.)</li><li>Must have reliable transportation to and from the truck yard</li></ul>Apply today to be part of our great team! Successful applicants will hear from us within 2-3 business days. We look forward to working with you at Vets Move Junk.Vets Move Junk is an At-Will employer.Job Types: Full-time, Part-timePay: $18.00 - $23.00 per hourWork Location: On the road

Driver - Junk Removal

Prime Communications

<div>With almost 2,000 AT&amp;T stores coast-to coast, Prime Communications is AT&amp;T's largest authorized wireless retailer in the United States, and we want you to join us as a Retail Sales Consultant!

A Retail Sales Consultant (RSC) is a brand ambassador to our extraordinarily large base of customers nationwide. Our RSC associates serve the customer by demonstrating AT&amp;T's vast array of products, services and entertainment options, by offering them personalized and valuable wireless, entertainment, and connectivity solutions to fit their ever-evolving lifestyle in a fast-paced retail sales industry.

Because we strive for the best, we offer amongst the best. Our current full-time Retail Sales Consultants earn a minimum base of ($31,200 + commission). Consultants could earn an average of $45,000 or more in total compensation in the first year when successfully meeting or exceeding sales goals. Commission is based on meeting outlined sales goals for a given market.

You'll also be eligible for some or all of our amazing Benefits Packages, such as:
<ul>
<li>We offer New Hire Ramp Up Bonus payments for the first three months</li>
<li>Training and Opportunity to grow</li>
<li>Supportive team environment</li>
<li>Medical/Dental/Vision, Paid Time Off, 401k and more</li>
<li>&quot;Prime Scholars&quot; - Education Benefit (Tuition Discount)</li>
</ul>
Not to mention some pretty cool perks such as:
<ul>
<li>Latest devices and discounts on wireless service plans</li>
<li>Using our technology, gain first-hand expertise to share with our customers</li>
<li>Discounts on accessories and additional AT&amp;T products and services, meaning you will always have access to the latest gadgets around</li>
</ul>
Dedication is always a good predictor of success at Prime Communications. Most Store Managers, were once RSCs, most District Managers were once Store Managers, etc. Join the community and forge your own sales path today!
<ul>
<li>Provide extraordinary customer service by being compassionate towards and understanding their needs</li>
<li>Build value by offering tailored and thoughtful solutions to fit each person, family or business</li>
<li>Represent our Company and the AT&amp;T brand with the utmost professionalism and courtesy</li>
<li>Assist our leaders with store operations and duties</li>
<li>Cooperate with your fellow RSCs to achieve a team approach to sales and customer service</li>
<li>Achieve sales benchmarks and milestones (which can lead to that much needed extra bonus payment)</li>
<li>Excel in selling AT&amp;T's products/services, including entertainment, as we are a full-service lifestyle solution</li>
<li>Work with wireless leaders to stand out, serve and succeed within the local community</li>
</ul>Requirements:
Requirements
<ul>
<li>Clear communication skills</li>
Attitude and technical aptitude <li>- having an entrepreneurial spirit speaks volumes 
Commitment to exemplary customer service, honesty and integrity</li>
<li>Background in retail sales is helpful, but not required</li>
<li>At least 18 years old and legally able to work in the United States without restrictions.</li>
<li>Ability to work a minimum of 32 hours per week including evenings, weekends, and holidays.</li>
<li>Strong Social Media presence preferred</li>
<li>Must have reliable transportation to location, off-site trainings, and meetings.</li>
<li>Must live within 30 minutes of home store location with flexibility to work at multiple locations within a district as needed.</li>
<li>Ability to operate a personal computer, wireless equipment, copier and fax.</li>
<li>Adhere to Team Color policy while maintaining neat and professional appearance.</li>
<li>Must be willing &amp; able to complete the sales flow accurately within AT&amp;T system(s).</li>
<li>Must be able to respnsibly handle cash transactions in accordance with company policies and procedures.</li>
<li>Must successfully complete all assigned AT&amp;T &amp; Prime trainings, in a timely manner.</li>
</ul>
Working Conditions
<ul>
<li>Ability to lift up to 10 pounds.
</li><li>Ability to bend, squat and stretch for purposes of inventory and stocking.</li>
<li>Requirement to stand for long periods of time in order to provide the best customer service (with or without a reasonable accommodation).</li>
<li>Ability to work in fast pace environment.
</li><li>Ability to follow instructions to completion.</li>
<li>Ability to work under pressure, multi-task and handle customer complaints or requests.</li>
<li>Ability to adapt to fluctuating noise levels and varied sounds from multiple media sources/devices.</li>
<li>Problem solves under pressure. 
<ul><li>Job Type: Full-time</li>
<li>Pay: $40,000.00-$50,000.00 per year</li>
<li>Shift: 8 hour shift</li>
<li>Weekly day range: Weekend availability</li></ul></li></ul></div>

Wireless Sales Representative - AT&T Authorized Retailer

Columbia Bank

<div>About the Role:
 
 
Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels; subject matter expert for Deposit and Treasury Management products. Act as liaison with internal departments and vendors in helping Treasury Management customers and provide assistance on products and services. Coach and mentor team members. Provide role of team lead and back up for management.
<ul><li>Responsible for acting as Commercial Banking's primary customer contact for the servicing of all clients.
</li><li>Responsible for responding to a variety of complex banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
</li><li>Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
</li><li>Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller&rsquo;s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
</li><li>Communicate issues directly to vendors for additional support and problem resolution when necessary. Respond to a wide range of deposit and Treasury Management client questions and resolve issues timely and effectively.
</li><li>Coach and train specialists and act as team lead to achieve a high level of customer standards and retention.
</li><li>Effectively handle escalated customer issues to resolution.
</li><li>Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
</li><li>Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
</li><li>Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
</li><li>May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
</li><li>Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
</li><li>Takes personal initiative and is a positive example for others to emulate.
</li><li>Embraces our vision to become &quot;Business Bank of Choice.&quot;
</li>May perform other duties as assigned. 
<li>
</li></ul> 
About You:
<ul><li>H.S. Diploma/GED (preferred)
</li><li>Bachelor's Degree in Business, Finance or related field (preferred)
</li><li>4-7 years &mdash; banking experience, treasury management product experience, new accounts, lending loan processing or documentation and customer service. (Required)
</li><li>Advanced knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
</li><li>Extensive knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
</li><li>Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business.
</li><li>Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
</li><li>Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
</li>Advanced technical skills including Windows Office Suite, spreadsheets and industry specific software. 
<li>
</li></ul> 
Travel Requirements
Occasional 
<ul><li>
</li></ul> 
The pay range for this role is $26.38- $35.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
17901 Von Karman Avenue Suite 1200 Irvine CA 92614
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. 
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div>

Commercial Client Services Representative

Passco Companies LLC

About Passco CompaniesPassco Companies is a real estate investment firm with over $4 billion in assets under management, specializing in the acquisition, development, and management of multifamily and commercial properties throughout the United States. With decades of experience across market cycles and deep industry relationships, Passco has become a leading provider of 1031 exchange real estate investment opportunities. The firm is consistently recognized for its leadership, strong culture, and continued growth.Position OverviewWe are seeking a professional, motivated, and detail-oriented individual to join our Investor Services team. This is an excellent opportunity for someone looking to begin or grow a career in commercial real estate and investor services, gaining exposure to high-net-worth investors and a dynamic, team-oriented environment. In this role, you will support the Investor Services team, assist with administrative processes, and help ensure a high level of service for our investors and their registered representatives. The ideal candidate is organized, eager to learn, and comfortable working in a fast-paced, collaborative setting.Position Details:&middot; Investor Services Assistant&middot; Based in Irvine, CA&middot; Monday to Friday, 8am-5pm&middot; Hybrid Schedule (3 days in-office and 2 days remote)What You Will Need:<ul><li>AA or Bachelor&rsquo;s degree preferred.</li><li>Ability to pass a background check and fingerprinting for FINRA compliance.</li><li>1-2 years of relevant work or customer service experience (internships or related experience considered).</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) and Adobe Acrobat.</li><li>Positive attitude, reliability, and willingness to learn.</li><li>Strong attention to detail and organizational skills.</li><li>Professional communication skills (written and verbal).</li><li>Ability to engage comfortably with investors and their registered representatives via phone and email.</li><li>Ability to manage multiple tasks and prioritize effectively.</li><li>Strong awareness of the importance of confidentiality and compliance.</li><li>Ability to work both independently and as part of a team; self-starter with a proactive and flexible approach.</li><li>Ability to lift and carry 25 pounds.</li><li>Ability to stand for long periods of time.</li></ul>Key Responsibilities:<ul><li>Support the Investor Services team with day-to-day administrative tasks.</li><li>Handle outgoing mail, FedEx, and general office tasks.</li></ul>&middot; Assist investors and registered representatives with general inquiries and the Passco Portal.<ul><li>Provide support for internal team requests, including Marketing and Senior Management as needed.</li><li>Provide occasional switchboard support.</li></ul>What We Offer:<ul><li>Salary Range: $50,000 &ndash; $55,000, depending on experience</li><li>Paid Vacation, Sick Time, and Holidays</li><li>Medical, Dental &amp; Vision</li><li>HSA/FSA/DCFSA available</li><li>Life Insurance</li><li>401(k) plan with matching</li><li>Company events</li><li>A stable, established company with long-tenured employees and opportunities for growth</li></ul>Job Type: Full-timePay: $50,000.00 - $55,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Experience:<ul><li>Customer service: 3 years (Required)</li></ul>Work Location: Hybrid remote in Irvine, CA 92614

Investor Services Assistant

United Way

JOB TITLE: HMIS DATA ANALYSTREPORTING TO: SENIOR MANAGER, HMISDEPARTMENT: 211 OCPOSITION: FULL-TIME / EXEMPTPurpose of PositionOrange County United Way&rsquo;s 2-1-1 Orange County (211OC) serves as the region&rsquo;s comprehensive information and referral system, connecting residents to health and human services 24/7. As the HMIS Lead Agency for Orange County, 211OC manages the Homeless Management Information System (HMIS)&mdash;a web-based platform that collects and analyzes data from service providers supporting individuals and families experiencing homelessness.The HMIS Data Analyst plays a critical role in maintaining data integrity, supporting system users, and producing actionable insights to inform service delivery and policy. This position requires a strong technical aptitude, excellent communication skills, and a passion for using data to drive impact.Technical Support &amp; System Administration<ul><li>Serve as second-tier technical support for HMIS users, resolving system issues and ensuring proper usage.</li><li>Monitor system performance, conduct testing, and troubleshoot technical problems.</li><li>Maintain system documentation and stay current with vendor release notes and HUD updates.</li><li>Complete agency and project setup in HMIS as needed.</li></ul>Training &amp; Capacity Building<ul><li>Develop and maintain HMIS training materials for new and existing users.</li><li>Conduct webinars and virtual trainings to ensure consistent system knowledge across agencies.</li><li>Create user-friendly documentation to explain HMIS functionality and HUD policies to non-technical audiences.</li></ul>Data Analysis &amp; Reporting<ul><li>Compile and analyze monthly performance reports using HMIS data.</li><li>Manage the data quality correction process and produce reports that are accessible to non-technical stakeholders.</li><li>Generate ad hoc reports and dashboards to support program evaluation and decision- making.</li><li>Produce audit and usage reports to monitor system activity and compliance.</li></ul>Federal Reporting &amp; Compliance<ul><li>Support the completion of HUD-mandated reports including:</li><li>Point-in-Time Count (PIT)</li><li>Housing Inventory Count (HIC)</li><li>Longitudinal Systems Analysis (LSA)</li><li>System Performance Measures (SPM)</li><li>Assist with other federal, state, and local reporting requirements as needed.</li></ul>Collaboration &amp; Stakeholder Engagement<ul><li>Provide data and insights to HMIS participants, the CoC Lead, and CoC Board.</li><li>Contribute content to quarterly Data and Performance Management meetings.</li><li>Recommend system improvements and share best practices for data quality monitoring.</li><li>Collaborate with agencies, partners, and community organizations to support data- driven service delivery.</li></ul>General Responsibilities<ul><li>Contribute to website content updates related to HMIS and data reporting.</li><li>Maintain confidentiality of sensitive and proprietary information.</li><li>Demonstrate professionalism, punctuality, and responsiveness in all interactions.</li><li>Perform other duties as assigned to support the success of the HMIS program and 211OC initiative.</li></ul>Job Requirements /Technical Knowledge<ul><li>Associate&rsquo;s or Bachelor&rsquo;s degree preferred; or equivalent experience (minimum 3 years).</li><li>Minimum 3 years working with complex datasets, data standards, and reporting tools.</li><li>Experience supporting database users and interpreting data for non-technical audiences.</li><li>Proficiency in Microsoft Excel, Word, and Outlook.</li><li>Familiarity with web-based data systems and CRM platforms.</li><li>Strong analytical and problem-solving skills.</li><li>Exceptional attention to detail and organizational ability.</li><li>Excellent written and verbal communication skills.</li><li>Ability to manage multiple priorities in a fast-paced environment.</li><li>Commitment to customer service and collaborative teamwork.</li><li>Availability: Monday &ndash; Friday, 8:00 AM &ndash; 5:00 PM</li></ul>Compensation<ul><li>Commensurate with experience, education, and market, $23-$27/hour. Competitive benefits.</li></ul>Core Competencies<ul><li>Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.</li><li>Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.</li><li>Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and obtains clarification; responds well to questions; participates in meetings.</li><li>Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.</li><li>Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.</li><li>Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration, regardless of status or position; accepts responsibility for own actions; follows through on commitments.</li><li>Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of customers or employees of organization.</li></ul>Company StandardsAll employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. Willing to embrace change and new technologies. Commitment to the values and mission of Orange County United Way.Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% of the time. The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks. The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds.Send Cover Letter and Resume To:recruiting@unitedwayoc.orgOrange County United Way18012 Mitchell South, Irvine, CA 92614www.unitedwayoc.orgPay: $23.00 - $27.00 per hourBenefits:<ul><li>403(b)</li><li>403(b) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid holidays</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Irvine, CA 92614

HMIS Data Analyst

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