Intake Data Associate

The Whole Child Mental Health & Housing Services•Downey, CA
•$0 - $23

About The Position

The Intake Data Associate works in designated programs and maintains the front office, fields incoming calls, and ensures office supplies are available. The role may also help maintain databases containing client-related information for month-end reporting. The associate supports families by providing referrals and resources, collecting client documents, maintaining client records and data systems, and assisting with case-management reports and program-file preparation.

Requirements

  • High school education preferred; education or work-related experience may be supplemented.
  • Experience in a social-service setting.
  • Some knowledge of mental health, nutrition, homeless, and housing-related resources.
  • Proficiency in MS Office.
  • Ability to learn and use client databases for recordkeeping, such as EXYM and the Homeless Management Information System (HMIS).

Nice To Haves

  • Experience or expressed desire to work with underprivileged families.

Responsibilities

  • Field incoming calls and direct them to the appropriate person.
  • Provide referrals and resources to families.
  • Support staff in identifying potential programs.
  • Collect client documents, including leases, rental calculations, rent receipts, and W-9 forms.
  • Maintain client records and accurate documentation of service objectives, outcomes, and other services according to Federal, State, and Family Promise guidelines.
  • Maintain client-related data systems, including case notes and HMIS entries.
  • Assist with preparing case-management reports, including reports on outcomes and successes.
  • Prepare program files for quarterly and annual monitoring.
  • Research and update client resources.
  • Maintain current records of providers and resources.
  • Monitor office-supply inventory and keep the office presentable.
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