Intake & Referral Specialist (Bilingual - Spanish)

Hively•Oakland, CA

1d•$26 - $29•Onsite

About The Position

Reporting to the Program Manager, the Intake and Referral Specialist will play a key role at Hively. The Intake and Enrollment Specialist is an organized, detail-oriented, team-oriented, customer-focused individual who will be the front-desk initial point of contact for clients with the Family Support Specialists. As an integral member of the CalWORKs team, the Intake and Enrollment Specialist will be responsible for managing the flow of client requests, parent resources, and child care referrals. They are also responsible for making appropriate referrals to internal and external agencies.

Requirements

Experience in a human services agency or equivalent educational degree
Bilingual in Spanish and English
Ability to define problems, collect data, establish facts, and draw valid conclusions
Experience using Microsoft Office software and Google Suite
Knowledge of all aspects of business office procedures
Ability to communicate effectively both orally and in writing
Ability to develop and maintain good working relationships with diverse groups of people
Basic math skills
Strong organizational skills
Must be authorized to work for any employer in the U.S.

Nice To Haves

BA/BS with major coursework in social services/human development or related field
Completed Community Health Worker (CHW) certificate from an approved training institution, or equivalent alternative work experience (2,000+ hours), to satisfy California Medi-Cal billing requirements prior to hire
Experience in the delivery of services to a diverse population
Previous experience working for a non-profit

Responsibilities

Determine eligibility needs, maintains, collects documentation and distributes from the waitlist for enrollment to Family Support Specialists
Assist with receptionist duties and provides clients with community contact information for other services
Handle simple new family enrollments and cross-train to assist the Family Support Specialists
Input and maintain accurate information in appropriate databases, paper files or electronic files. Create or modify various documents, reports, and schedule appointments using Google. Access and other database microsoft software as requested
Compile, reconcile, validate and produce program data reports for daily, weekly, monthly, quarterly and/or special assignments as needed. Accurately capture service records and financial transactions as assigned
Maintain required confidential participant records and TrustLine applications pursuant to department, agency, local, State and Federal requirements
Maintain relationships with community agencies that refer clients to the program and contribute to the on-going development of new referral sources. Create and maintain resources in google drive
Conduct limited outreach services
Ensure all required documentation is on file to make appropriate referrals to Stage 2 agencies; timely communication with the referring agency
Establish initial electronic and physical files for those enrolled and facilitates a warm-handoff to Stage 2 agencies
Other duties as assigned