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
• Critical Thinking 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
• Technical Proficiency Proficient in using Microsoft Office applications and other computer software as applicable to the position
• Communication Read, analyze, comprehend, and apply written procedures
  Communicate and present information
  Research and disseminate information
  Identify problems and recommend solutions
• Influence The ability to influence the actions of others, where empathy and perceptiveness are required to determine the best course of action
• Relationship Building Promotes feelings of trust and security by establishing strong, caring relationships
• Professionalism Displays tact, discretion, and sound judgment
• Teamwork Exhibits a positive, professional, and collaborative attitude with others inside and outside the Agency
• Confidentiality Maintains confidentiality; protects the Agency by keeping information concerning employees, those we serve, and the Agency itself confidential
• Safety Policies Follows all safety policies and procedures with a "safety first" approach to all job duties
• Time Management Maintains and promotes the highest level of understanding of the Agency's Mission, Vision, and Goals
  Maintains confidentiality; protects the Agency by keeping information concerning employees, those we serve, and the Agency itself confidential
  Follows all safety policies and procedures with a "safety first" approach to all job duties
  Exhibits a positive, professional, and collaborative attitude with others inside and outside the Agency
  Exhibits teamwork through effective internal communication and working relationships
  Is punctual for scheduled work and use time appropriately
  Performs required amount of work in a timely fashion with minimal errors
  Participates in trainings, conferences, and meetings as necessary
  Possesses and exhibits the highest standards of professionalism and personal integrity
  Represents the Agency in the community as appropriate to the role
• Physical Requirements The physical requirements described here are representative of those that must be met by the Incumbent 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 use hands to finger, handle or feel; sit and talk or hear; and occasionally required to stand, walk, reach with hands and arms, climb or balance, and stoop, kneel, crouch or crawl. The employee must occasionally lift and move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. 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. May encounter risks associated with unsanitary and/or unsafe living conditions, for example, poor indoor air quality or unruly pets. Frequent local and long-distance travel may be required, sometimes in inclement weather. There may be limited exposure to blood borne pathogens and other bodily fluids.