Intake Specialist (800144)

Job description

Initiates and maintains customer program file and documents any course of action or service delivery Initiates customer program file and customer records Responsible for meeting with the customer and accurately completing all formal certification of applicants and documentation following appropriate guidelines as required by various government programs or agencies Conduct preliminary meeting with the customer and accurately completes all application/enrollment and verifies eligibility for program and other required forms and documents Schedules appointments and follow-up on no-shows Provides general information regarding program objectives, services and requirements Enters, edits, and retrieves data from database, and performs data reconciliation to ensure accuracy. Assist in program group or individual orientations and informational workshops Familiarity with outside resources for referral as necessary Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities Attend meetings/trainings and community events outside the center and on occasion evenings and weekends as required Advise clients or customers Answer customer or public inquiries Coordinate social service activities with resources Supports all team members with ensure high-level delivery of services across all program components Communicate directly with referral source to share information regarding enrollment status Ensure compliance with government regulations High School Diploma or General Education Diploma. Prior experience in a customer contact job or customer service skills Bi-linugal (Spanish profieciency) required Proficient in computer programs and data entry Solid organizational and time management skills Detail oriented and accurate with deadline sensitive goals and objectives Above average interpersonal and communication skills Ability to deal with difficult customers Ability to establish and maintain effective working relationships Experience conducting Workshops/Orientations Knowledge of community employers and community partners All your information will be kept confidential according to EEO guidelines. Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions. When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others. At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law. We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.