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

Equus • Fontana, CA

1d

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.

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 the customer and accurately completing all formal certification of applicants and documentation following appropriate guidelines as required by various government programs or agencies
• Initiating and maintaining customer program file and documenting any course of action or service delivery
• Conducting preliminary meeting with the customer and accurately completing all application/enrollment and verifying eligibility for program and other required forms and documents
• Scheduling appointments and follow-up on no-shows
• Initiating customer program file and customer records
• Providing general information regarding program objectives, services and requirements
• Entering, editing, and retrieving data from database, and performing data reconciliation to ensure accuracy
• Assisting in program group or individual orientations and informational workshops
• Familiarity with outside resources for referral as necessary
• Performing record keeping functions consistent with ensuring program compliance; prepare reports related to program activities
• Attending meetings/trainings and community events outside the center and on occasion evenings and weekends as required
• Advising clients or customers
• Answering customer or public inquiries
• Comparing clients' applications with eligibility requirements
• Compiling data related to social service programs
• Compiling information through interviews
• Computing financial data
• Coordinating social service activities with resources
• Determining program eligibility, social service program status
• Ensuring compliance with government regulations

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED