Intake Specialist, Seasonal (September to May)

Description

Position Title Intake Specialist
Reports To Program Manager
Supervises N/A
FLSA Status Non-Exempt
Pay Grade D
Last Revised/Approved November 2024

Essential Duties And Responsibilities

• Obtains relevant household information from customers;
  gathers information and records into software systems,
  assesses and prioritizes customer needs;
  identifies customer resources;
  builds rapport with customers.
• Identifies a network of services and resources tailored to the needs and interests of the customer;
  acts as a liaison between customers and referral program/agency;
  arranges services with other providers;
  assists customer(s) with completing applications for services, provides follow-up to complete application process.
• Performs data entry, maintains current knowledge of software changes and updates.
  Maintains records as required, assists with phone calls and visitors, answers inquiries and directs customers to appropriate personnel, schedules appointments and returns phone messages promptly.
• Provides assistance to team members as needed.

Qualifications Needed For Position

• Experience At least two years of experience working in a social service-based program, preferred
• Skills Excellent verbal communication skills
  Excellent written communication skills
  Excellent listening skills
  Excellent customer service skills
• Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  Calculate rates, ratios, percentages, and proportions with a basic understanding of statistics, algebra, and geometry
• Proficient in using Microsoft Office applications and other computer software as applicable to the position
• Read, analyze, comprehend, and apply written procedures
  Communicate and present information
  Research and disseminate information
  Identify problems and recommend solutions
  Influence the actions of others, where empathy and perceptiveness are required to determine the best course of action
• Promote feelings of trust and security by establishing strong, caring relationships
  Display tact, discretion, and sound judgment
• Work with a diverse population

Education and Knowledge Requirements

• High school diploma or equivalent
  Associate's degree preferred

Other Requirements

• Additional requirements that are considered essential:
• Must pass required background checks
• Must have a valid driver’s license, reliable transportation, and provide proof of insurance

Physical Requirements

• Frequent local and long-distance travel may be required, sometimes in inclement weather
• May encounter risks associated with unsanitary and/or unsafe living conditions, for example, poor indoor air quality or unruly pets

Work Environment

• The work environment characteristics described here are representative of those the incumbent encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Work is performed in an office setting and in residential homes.