Universal Intake Specialist

Job Description

Job Description

JOB TITLE:  Universal Intake Specialist             DEPT : Operations and Planning

REPORTS TO:  Program Coordinator                 FLSA : Non-Exempt

SALARY RANGE:  Grade 5                               Starting salary: $19.50/hr.

JOB SUMMARY:

Under the general supervision of the Program Coordinator, the Universal Intake Specialist will be responsible for a variety of client services including conducting intake meetings with individuals applying for assistance, collecting client information required for program application, conducting pre-assessments to determine program eligibility, collecting requirement documents and conducting follow-ups with clients.  The Universal Intake Specialist must comply with the Supportive Services’ established policies and procedures. This position is customer service-based and does not involve case management.  This is a full-time, 35-hour per-week position currently funded through renewable grants.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

1. Meet and conduct intake meetings with clients applying for assistance through in-person, phone, or video-conferencing methods
2. Create and maintain client records in the agency’s database system by entering data collected from the intake meetings
3. Conduct pre-assessments to determine initial eligibility to the agency’s programs, properly recording pre-assessment data into the system and making follow-ups for incomplete data, as needed
4. Collect, record, and maintain completeness of required documents, including organizing and scanning documents and conducting follow-ups with clients as needed
5. Utilize the CapSystems (CAPTAIN) software in recording and maintaining client intake data and documents

1. Effectively apply motivational interviewing techniques with clients
2. Work in coordination with other staff, particularly with those responsible for setting up client appointments

1. Perform other duties to promote the success of the department, as assigned

EDUCATION,  EXPERIENCE AND QUALIFICATIONS  

• Associate degree or higher in human services, community development, or related field with 1-2 years of comparable work experience 
• Experience working with people with diverse racial, ethnic, cultural, and socioeconomic backgrounds
• Excellent customer service skills, including being responsive, communicative, and flexible, with the ability to adhere to policy, processes, and procedures while interacting with clients

• Detail-oriented and organized
• Ability to be a "self-starter" and work independently with minimal supervision
• Ability to maintain confidentiality
• Ability to organize time and prioritize workload, including being adaptable and flexible
• Demonstrated proficiency in computer technology including word processing, spreadsheet applications, and data-gathering systems
• Availability to work a flexible schedule including evenings and weekends
• Ability to communicate effectively through oral and written mediums
• Spanish language a plus

ADDITIONAL GENERAL REQUIREMENTS

• Supports an ethical standard, which complies with a code of conduct free of conflicts of interest
• Supports the Mission and Values of Alliance for Community Empowerment, Inc.  
• Interest in expanding and improving professional opportunities in the financial education of clients 
• A track record of taking initiative, going above and beyond, and relentlessly pursuing results 
• The ability to work independently and collaboratively in a fast-paced environment
• Strong problem-solving skills, and the ability to manage projects with minimal direction
• A focus on continuous improvement; open to feedback and guidance

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Performing the duties of this job requires sitting or standing for long periods. Occasional bending, stretching, or lifting. 

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.  Must be cognizant of the reality of communicable diseases in the environment.   As a representative of Optimus Health Care, the incumbent must conduct himself/herself at all times in a professional, positive, respectful, and supportive manner.