Intake Specialist (800144) - Temporary Ends June 30, 2026

Equus • Fontana, CA

2d

About The Position

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 Initiates and maintains customer program file and documents any course of action or service delivery 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 Initiates customer program file and customer records 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 Compare clients' applications with eligibility requirements Compile data related to social service programs Compile information through interviews Compute financial data Coordinate social service activities with resources Determine program eligibility, social service program status Ensure compliance with government regulations

Requirements

• High School Diploma or General Education Diploma
• Prior experience in a customer contact job or customer service skills
• 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
• Experience conducting Workshops/Orientations
• Knowledge of community employers and community partners
• Valid Class C License with acceptable auto insurance

Responsibilities

• Meeting with customers and completing applicant certifications and documentation
• Initiating and maintaining customer program files
• Completing applications/enrollments and verifying program eligibility
• Scheduling appointments and following up on no-shows
• Providing program information
• Entering, editing, and retrieving data from databases
• Assisting with orientations and workshops
• Referring to outside resources
• Performing record keeping for program compliance
• Preparing reports on program activities
• Attending meetings/trainings and community events
• Advising clients or customers
• Answering inquiries
• Comparing applications with eligibility requirements
• Compiling data related to social service programs
• Coordinating social service activities
• Determining program eligibility
• Ensuring compliance with government regulations

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees