Intake Data Associate

The Whole Child Mental Health & Housing Services•Downey, CA

About The Position

The Intake Data Associate works in designated programs within Housing Services. The role maintains the front office, handles incoming calls, keeps office supplies stocked, and may help maintain client-related databases for month-end reporting. The associate also supports families and program staff by providing referrals and resources, collecting client documents, maintaining records and data systems, and assisting with reports and monitoring preparation.

Requirements

High school education preferred; education or work-related experience may be substituted.
Experience in a social service setting.
Some knowledge of mental health, nutrition, homelessness, and housing-related resources.
Proficiency with 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 party.
Provide referrals and resources for families.
Support staff in identifying potential programs.
Collect client documents, including leases, rental calculations, rent receipts, and W-9s.
Maintain client records and accurate documentation of service objectives, outcomes, and other services in accordance with Federal, State, and Family Promise guidelines.
Maintain client-related data systems, including case notes and HMIS entries.
Assist with preparing case-management-related reports, including outcomes and successes.
Prepare program files for quarterly and annual monitoring.
Research and update client resources.
Maintain up-to-date records of providers and resources.
Monitor office supply inventory and ensure the office is presentable.
Maintain the front office area.