Intake & Program Support Specialist - Part-Time

YWCA Metropolitan Chicago•Chicago, IL

3d•Hybrid

About The Position

The Intake & Program Support Specialist educates potential clients about Financial Inclusion programs and available services, and addresses caller concerns about housing and related programs. This role is integral to promoting synergy across all Financial Inclusion programs and services, serving as the first point of contact for potential clients. The specialist assists in managing the office environment, answering the receptionist phone line, logging calls, and providing administrative support. Experience working with communities of color and/or low-income individuals and families is required.

Requirements

At least twelve months of customer service and administrative support experience within a service-oriented environment.
Proactive self-starter with the ability to work independently.
Ability to handle multiple assignments and tasks.
Ability to apply and comply with various policies and procedures.
Good telephone etiquette and ability to communicate in a courteous and professional manner.
Intermediate level of skills with MS Office and Outlook, including the ability to download and upload documents to/from email and to pre-approved databases.
Skills with database management.
Proficiency with spreadsheets and internet search applications.
Experience in the organization and implementation of office projects and filing systems, databases and calendars.
Must be bilingual and fluent in Spanish, reading and writing.
Discretion required for handling of documents and for client/prospect concerns.
Demonstrated respect and appreciation for working in a multi-ethnic and multi-cultural work environment.
Ability to work effectively with members of the community who may show stress and impatience.
Must demonstrate cultural competency with the community and fluency in both English and the community’s language (oral and written) if working with a foreign language speaking community.
A High School diploma, or GED, is required.

Nice To Haves

Knowledge and experience using Google Docs is a plus.
A general knowledge of community resources is desirable.
An Associate’s degree or a progress toward completion of a degree is preferred.

Responsibilities

Educate the public about Financial Inclusion’s available housing and wealth building services.
Assist clients and potential clients with completion of required forms and applications.
Conduct initial client screening to evaluate need for immediate support and to facilitate referral and linkage to appropriate community services.
Enter client data into mPact Pro database.
Use appropriate judgment in upward communication regarding client or prospect concerns.
Perform a variety of office support duties including processing and distribution of mail, copying, faxing and filing.
Provide administrative support for the department.
Assist with managing and updating the lobby and other areas of the office, ensuring areas are cleaned and organized with all materials needed.
Order and track inventory of office supplies and program materials.
Manage client paper files to ensure they are in good order.
Provide technical assistance for workshops, getting intake applications completed, collection of paperwork from program participants, and scheduling the initial one on one coaching session for the participant to meet with a Housing Counselor.
Make sure clients are moving through the process from intake to engagement.
Handle initial entering of client data in company-wide system, mPact Pro.
Collaborate with Housing Program Manager on client data integration into ETO database from mPact Pro database.
Participate in administrative, program meetings and trainings, as appropriate.
Perform other duties outside of the responsibilities of the position as may be assigned.