CMA Coordinator, Intake (NQ)

THE RESOURCE EXCHANGE•Colorado Springs, CO

123d•Hybrid

About The Position

The Resource Exchange (TRE) is seeking a detail-oriented, compassionate professional to join their team as an Intake Case Manager (CMA Coordinator, Intake). This full-time, non-exempt role is crucial in helping individuals access long-term care supports and services. The position involves completing and documenting in-home functional needs assessments (100.2 assessments) and guiding individuals through Medicaid and waiver-related application processes. The work ensures compliance with state and federal regulations while supporting individuals with professionalism, empathy, and accuracy. TRE is a mission-driven organization supporting over 12,000 individuals across El Paso, Pueblo, Teller, and Park counties, with a focus on dignity, independence, and inclusion. They offer a supportive, flexible environment that encourages professional growth and invests in its people through training and collaboration.

Requirements

Bachelor’s degree OR 5 years of experience working with vulnerable populations, individuals with disabilities, or in a non-profit/human services setting OR A combination of education and relevant experience working with vulnerable populations or individuals with disabilities
Strong computer proficiency (Microsoft 365, Outlook, Adobe Acrobat, iPhone/desktop technology)
Ability to learn multiple state and proprietary databases
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple deadlines
Empathy, cultural awareness, and emotional intelligence
Ability to maintain confidentiality and adhere to HIPAA standards
Valid Colorado driver’s license (unless military family), reliable vehicle, and required insurance coverage

Nice To Haves

1–3 years of case management experience
Knowledge of Medicaid waiver programs and LTC requirements
Experience with family dynamics, community resources, or service coordination

Responsibilities

Complete and document all in-home 100.2 assessments for HCBS, DI, HCA, and LTHH programs
Prepare and submit Medicaid, ARG, and LTC waiver applications
Provide excellent internal and external customer service
Maintain accurate electronic records across multiple systems
Review and analyze case documentation, medical and behavioral reports, financial documents, and guardianship paperwork
Enter case notes and maintain compliance with HIPAA and regulatory standards
Coordinate communication through phone, email, and virtual platforms
Build positive relationships with TRE stakeholders and community partners
Stay current on LTC, IHSS, and Medicaid regulations
Attend required meetings, trainings, and professional development activities
Support departmental coverage and adapt to regulatory changes as needed