Intake and Assessment Coordinator

Exceed•Riverside, CA

About The Position

The Intake and Assessment Coordinator assists the Program Director in maintaining quality services, preparing reports, attending intake and exit meetings, coordinating the intake of Habilitation clients, and supporting employment preparation functions. The role gathers and assesses client information to determine eligibility and make admission recommendations for the Supported Employment Program, prepares client files, tracks referrals, and assists with reports and billing. It also provides clerical and administrative support, maintains client and program records, and supports the orientation and training of the Independent Options Facilitator. The position helps ensure compliance with regulatory, licensing, certifying agency, and agency requirements; implements the EXCEED Injury and Illness Prevention Program; and maintains effective working relationships with clients, EXCEED programs, funding agencies, referral sources, and community partners. Regular driving throughout the workday is an essential function, including travel for intake activities, meetings, and between EXCEED locations and community partners. The role may also assist with special events and represent EXCEED at meetings, trainings, and community events. Reports to the Program Director and may supervise the Independent Options Facilitator as delegated.

Requirements

Knowledge of intake, assessment, documentation, recordkeeping, and applicable regulatory requirements.
Ability to establish and maintain professional relationships with clients, referral sources, funding agencies, and community partners.
Strong organizational, communication, and customer service skills.
Professionalism and ability to maintain confidentiality.
Proficiency with Microsoft Office and other computer-based systems.
Valid California Driver's License.
Acceptable driving record.
Current automobile insurance meeting California minimum requirements.
High school diploma or equivalent.
Ability to safely operate a motor vehicle and travel frequently throughout the service area.
Ability to sit, stand, and walk for extended periods.
Sufficient manual dexterity to operate office equipment and prepare reports.
Ability to lift and carry up to 25 pounds.
Ability to maintain balance and safely navigate office and community environments.
Ability to stoop, kneel, crouch, and bend to retrieve materials or demonstrate tasks.
Sufficient vision, hearing, and communication skills to perform essential job functions, with or without reasonable accommodation.
Ability to interpret and apply instructions, policies, and procedures; communicate effectively; prioritize work and manage multiple tasks; meet deadlines; exercise sound judgment and problem-solving; prepare accurate reports and organized records; handle sensitive information confidentially; and perform basic mathematical calculations.

Nice To Haves

Associate degree (A.A.).
Experience in human services, vocational rehabilitation, case management, intake, or a related field.

Responsibilities

Assist with ensuring compliance with regulatory, licensing, and certifying agency requirements.
Promote high standards of quality and professionalism in program services.
Attend assigned intake and exit meetings.
Assist with scheduling program activities and the Independent Options Facilitator.
Gather and assess required client information to determine eligibility and make recommendations for admission to the Supported Employment Program.
Prepare client files, including referrals, assessment information, and service authorizations.
Track Supported Employment referrals and prepare reports on referral trends and unmet needs.
Assist with employment development reports and other program reports.
Provide clerical and administrative support, including answering phones, filing, data entry, and maintaining program records.
Provide orientation and training for the Independent Options Facilitator.
Maintain client and program files in accordance with agency requirements.
Prepare and submit required reports on time and assist with billing.
Implement the EXCEED Injury and Illness Prevention Program.
Establish and maintain effective working relationships with EXCEED programs, clients, funding agencies, referral sources, and community partners.
Assist with special events and, as needed, represent EXCEED at meetings, trainings, and community events.
Drive regularly for intake activities, meetings, and travel between EXCEED locations, referral sources, and community partners.
Perform other related duties as assigned.