Intake Specialist

About the role

The Intake Specialist plays a crucial role in supporting families experiencing or at risk of homelessness. Their primary responsibility is to conduct initial intake interviews, assess family needs, provide information and referrals, and collaborate with the team to ensure efficient service delivery.

Responsibilities

• Welcome families as they arrive at Compass Family Services.
• Conduct initial assessment to understand their needs, provide information about available services, and guide them through their options within Compass Family Services and in the community.
• Screens families for eligibility across various programs, complete Navigation Forms during drop-in intakes, and provide direct referrals to connect families to resources.
• Collaborate with Office Manager/Receptionist to maintain smooth family flow within the building, ensuring they are directed to the appropriate program.
• Train and mentor interns and volunteers on intake and drop-in best practices and protocols for family service delivery.
• Work closely with colleagues to assess emerging family needs, identify trends and maintain updated resources and information.
• Ensure accurate, up-to-date records gathered through Navigation Forms, other documents as applicable in Compass' Salesforce database, adhering to best practices in data management.
• Organize and manage client records/information to support consistency and quality assurance across the team.
• Support Distribution Center operations including inventory management, restocking, volunteer support, and distribution of basic needs items such as food, diapers, baby wipes, and hygiene products.

Qualifications

• Understanding of trauma-informed care and issues facing homeless families.
• Knowledge of San Francisco social service resources.
• Experience working in crisis situations; ability to assess and de-escalate situations quickly.
• Strong computer skills with proficiency in Microsoft programs (Outlook, Word, Excel, etc.).
• Experience with Salesforce is a plus.
• Outstanding work habits: strong communication skills, reliable, team-oriented, organized.
• Demonstrated commitment to diversity, equity, inclusion and belonging work.
• Able to lift at least 25 pounds (essential for working with a team to handle diaper/food/clothing deliveries).

Compensation, Benefits and Location

Compensation: Salary range: $27 - $31 per hour, 7.5 hours per day / 37.5 hours per week. Non-exempt. Pension: After one year of work, Compass contributes an amount equal to 5% of your salary into a retirement account; this vests during years 2-6. Insurance: Health, dental and vision insurance are fully covered by Compass for employees and dependent children. We also provide long term disability and life insurance. Location: 37 Grove St, San Francisco. Fully on site, no remote days. Membership in OPEIU/Local 29 union.