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

Equus•Fontana, CA

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
Conducting preliminary meetings and verifying program eligibility
Scheduling appointments and following up on no-shows
Providing program information and requirements
Entering, editing, and retrieving data from databases
Assisting in program orientations and workshops
Referring to outside resources
Performing record keeping functions and preparing reports
Attending meetings, trainings, and community events
Advising clients or customers
Answering customer or public inquiries
Comparing client 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