Intake Coordinator

Job Description Job Description The Salvation Army Mission Statement:
The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love for God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
BASIC PURPOSE
The purpose of the Intake Coordinator position is to serve as the primary access point for social service programs by coordinating intake, screening, and referral processes; supporting service enrollment and scheduling; and ensuring accurate data collection and documentation to support Case Workers, the Lead Case Worker, and program operations, including Medically Tailored Meals (MTM) and Medically Tailored Groceries (MTG).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Serve as the initial point of contact for individuals seeking social service programs and services
Conduct intake, screening, and eligibility determination for social service programs
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager
Prepare complete and accurate intake packets to support timely case assignment
Maintain, coordinate, and track intake pipelines, interest lists, and program capacity
Conduct intake interviews and collect required participant information and documentation
Provide participants with clear information regarding available services, program expectations, and next steps
Support enrollment and scheduling for nutrition-related support programs, including MTM and MTG
Coordinate distribution schedules, participant notifications, and service logistics for MTM/MTG in collaboration with program staff
Coordinate internal referrals to Case Workers and external referrals to community partners as appropriate
Maintain professional communication with community agencies, partners, and service providers
Participate in case conferences, intake huddles, and team meetings as assigned
Support the Lead Case Worker with intake flow management, data accuracy, and reporting needs
Maintain accurate, timely, and complete participant records in designated information management systems – Sprite Health, Wellsky, and others.
Generate intake, enrollment, and participation reports as requested
Maintain and execute confidential information in compliance with applicable privacy standards
Maintain a highly detailed, accurate, and organized filing system
Ensure intake procedures utilize person-centered, trauma-informed, and harm reduction principles
Check and respond to emails, phone calls, and voicemails in a timely and professional manner
Adhere to confidentiality, ethical, and professional standards at all times
Other duties as assigned
KNOWLEDGE, SKILLS, ABILITIES AND OTHER QUALIFICATIONS REQUIREMENTS
Knowledge of and familiarity with intake processes, registration workflows, office administration, and human services
Ability to speak and write the English language at a high and professional level
High degree of confidentiality and professionalism
Computer literate in Microsoft Office applications including Word, Excel, and Outlook
Excellent written and verbal communication skills
Excellent and professional telephone etiquette and front-desk presence
Strong organizational, data entry, and documentation skills
Ability to manage competing priorities in a fast-paced environment
Strong time management skills and attention to detail
CERTIFICATES, LICENSES, REGISTRATIONS
High school diploma or equivalent
Minimum of two (2) years of experience in intake coordination, office administration, or human services preferred
Must possess a valid California Class C Driver License and ability to drive a Salvation Army vehicle
Must be 21 years or older
Authorize The Salvation Army to add name to the CA DMV Pull Notice Program
Complete The Salvation Army vehicle course training
PHYSICAL REQUIREMENTS:
Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
Ability to grasp, push, and/or pull objects
Ability to reach overhead
Ability to operate telephone
Ability to lift up to 25–40 lbs.
Ability to operate a computer
Ability to process written, visual, and/or verbal information
Ability to operate basic office equipment and tools including PC, fax machine, telephone, calculator, copier, and printer
Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed would not result in undue hardship.