Housing and Financial Counseling Data… at The Up Center · Norfolk

Summary: The Up Center is seeking a Temporary Data Migration Assistant to provide administrative support to the Housing & Financial Counseling Programs team. This role involves assisting with the migration of client information into the NeighborWorks Compass case management system, ensuring accurate organization and completeness of electronic client records.

Responsibilities:
- Upload client documents into the NeighborWorks Compass case management system
- Transfer historical client case notes from legacy systems into Compass
- Verify that uploaded documents are correctly associated with the appropriate client record
- Review migrated files for completeness and accuracy
- Organize electronic documents using established naming conventions and filing procedures
- Maintain confidentiality of client information in accordance with HUD requirements, agency policies, and privacy regulations
- Track assigned workload and provide periodic progress updates
- Assist with other administrative data cleanup activities related to the Compass implementation, as assigned

Required Qualifications:
- High school diploma or GED required
- Must have and maintain a working cell phone
- Must have a valid driver's license and meet background check requirements
- Experience entering data into databases or case management systems
- Experience working with electronic records or document management systems
- Previous administrative or clerical experience

Preferred Qualifications:
- Associate degree or relevant administrative experience

Required Skills: NeighborWorks Compass case management system, Data migration, Client document management, Electronic records management, Data entry, Document management systems, Confidentiality compliance