ECI Team Lead, Referral Coordinator

THE WARREN CENTER•Richardson, TX
•Onsite

About The Position

The ECI Team Lead, Referral Coordinator supports The Warren Center’s mission to advocate for, serve, and empower children and families impacted by developmental delays and disabilities. Reporting to the Early Childhood Intervention (ECI) Director, this role oversees and supervises the ECI Referral Coordinators team and referral processes, including accurate collection and maintenance of client information and customer service. The Team Lead supervises and supports team members, helps define and implement team goals and metrics, ensures customer-service practices are followed, and trains new hires on referral and intake processes and systems. The role also assists the ECI Director with developing efficient team procedures, monitors data, and prepares monthly reports and updates for the ECI Program Director. In addition to team leadership duties, the Team Lead performs referral coordinator functions, including entering referral information, communicating with families, completing intakes, maintaining client records, processing transfers, and preparing and distributing referral packets and forms. The work is conducted in a shared office space with moderate noise and limited privacy. The role involves prolonged sitting and frequent use of hands and a keyboard, as well as seeing, talking, and hearing. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

  • High school diploma or General Educational Development (GED).
  • Experience in customer service and reception practices.
  • Experience with computer data systems and computer applications.
  • Advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, OneDrive/SharePoint, and Teams.
  • Clear and concise communication skills.
  • Professional, dependable, and proactive approach.
  • Ability to work in a fast-paced environment.
  • Ability to work independently without close oversight and collaboratively with people at varying levels of seniority, both within and outside The Warren Center.
  • Strong organizational and time-management skills with exceptional attention to detail.
  • High energy and passion for The Warren Center’s mission.
  • Flexible and adaptable style.

Nice To Haves

  • Bilingual in English and Spanish.

Responsibilities

  • Oversee the coordination of Referral Coordinator team members.
  • Supervise Referral Coordinators and provide oversight.
  • Help ensure team goals and metrics are accurately implemented and defined for team members.
  • Ensure customer-service best practices are followed for external and internal customers.
  • Conduct new-hire orientation and training on referral and intake processes, system functions, and required activities.
  • Assist the ECI Director in developing and implementing efficient processes and procedures for the referral coordinator team.
  • Monitor data and provide monthly reports and updates to the ECI Program Director.
  • Perform referral coordinator functions, including entering referral information into databases, calling families and receiving incoming calls, completing intakes, maintaining organized client records, processing transfers, and preparing and distributing referral packets and forms.
  • Perform other referral coordination functions and duties as assigned by the ECI Program Director.
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