Intake Specialist (800144)

Equus • Providence, RI

1h

About The Position

Initiates and maintains customer program file and documents any course of action or service delivery. Responsible for meeting with the customer and accurately completing all formal certification of applicants and documentation following appropriate guidelines as required by various government programs or agencies. Conduct preliminary meeting with the customer and accurately completes all application/enrollment and verifies eligibility for program and other required forms and documents. Provides general information regarding program objectives, services and requirements. Assist in program group or individual orientations and informational workshops. Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities. Supports all team members with ensure high-level delivery of services across all program components. Ensure compliance with government regulations.

Requirements

• High School Diploma or General Education Diploma
• Prior experience in a customer contact job or customer service skills
• Bi-linugal (Spanish profieciency) required
• Proficient in computer programs and data entry
• Solid organizational and time management skills
• Detail oriented and accurate with deadline sensitive goals and objectives
• Above average interpersonal and communication skills
• Ability to deal with difficult customers
• Ability to establish and maintain effective working relationships

Nice To Haves

• Experience conducting Workshops/Orientations
• Knowledge of community employers and community partners

Responsibilities

• Initiates and maintains customer program file and documents any course of action or service delivery
• Initiates customer program file and customer records
• Responsible for meeting with the customer and accurately completing all formal certification of applicants and documentation following appropriate guidelines as required by various government programs or agencies
• Conduct preliminary meeting with the customer and accurately completes all application/enrollment and verifies eligibility for program and other required forms and documents
• Schedules appointments and follow-up on no-shows
• Provides general information regarding program objectives, services and requirements
• Enters, edits, and retrieves data from database, and performs data reconciliation to ensure accuracy
• Assist in program group or individual orientations and informational workshops
• Familiarity with outside resources for referral as necessary
• Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities
• Attend meetings/trainings and community events outside the center and on occasion evenings and weekends as required
• Advise clients or customers
• Answer customer or public inquiries
• Coordinate social service activities with resources
• Supports all team members with ensure high-level delivery of services across all program components
• Communicate directly with referral source to share information regarding enrollment status
• Ensure compliance with government regulations

Benefits

• All your information will be kept confidential according to EEO guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED