Intake and Assessment Coordinator
About The Position
The Intake and Assessment Coordinator assists the Program Director in maintaining quality services, preparing reports, attending intake and exit meetings, coordinating intake for Habilitation clients, and supporting employment preparation functions. The role helps ensure compliance with regulatory, licensing, and certifying agency requirements and maintains professional, high-quality program services. The position gathers and assesses client information to determine eligibility and recommend admission to the Supported Employment Program; prepares and maintains client files; tracks referrals and reports on referral trends and unmet needs; assists with employment development, program reporting, and billing; and provides clerical and administrative support. It also coordinates program activities, provides orientation and training for the Independent Options Facilitator, supports special events, and may represent EXCEED at meetings, trainings, and community events. Driving regularly throughout the workday is an essential function, including travel for intake activities, meetings, and visits between EXCEED locations, referral sources, and community partners. The position reports to the Program Director and may supervise the Independent Options Facilitator as delegated. It is classified as non-exempt, with a normal Monday–Friday schedule of 8:00 a.m. to 4:30 p.m., or an approved alternate schedule.
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 required.
- Ability to safely operate a motor vehicle and travel frequently throughout the service area.
- Ability to sit, stand, and walk for extended periods.
- Manual dexterity sufficient 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 stored materials or demonstrate tasks.
- Sufficient vision, hearing, and communication skills to perform essential functions, with or without reasonable accommodation.
- Ability to interpret and apply instructions, policies, and procedures; communicate effectively; prioritize work; manage multiple tasks; meet deadlines; exercise sound judgment and problem-solving; prepare accurate reports; maintain organized records and confidentiality; 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 intake and exit meetings as assigned.
- Assist with scheduling program activities and the Independent Options Facilitator.
- Gather and assess client information to determine eligibility and recommend 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 according to 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, when needed, represent EXCEED at meetings, trainings, and community events.
- Drive regularly to conduct intake activities, attend meetings, and travel among EXCEED locations, referral sources, and community partners.
- Perform other related duties as assigned.
- Supervise the Independent Options Facilitator as delegated by the Program Director.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
