Intake Specialist

EDSI (Educational Data Systems, Inc.)•Erie, PA

66d•$43,000 - $45,000•Hybrid

About The Position

This position provides intake, eligibility determination, orientation, enrollment services to support customer engagement, program participation, and successful workforce and training outcomes. The Intake Specialist serves as an initial point of contact for walk-in, phone, online, and referred participants by providing information on available programs and services. They manage incoming WIOA service calls and referrals, including returning voicemails within required timeframes and scheduling enrollments, orientations, workshops, assessments, and appointments. The role involves conducting online and in-person intake, assessment, orientation, and eligibility determination processes for WIOA programs, verifying financial and eligibility documentation, completing enrollment packets, and ensuring accurate data entry and updates in CWDS and other designated tracking systems. Additionally, the Intake Specialist assesses customer job readiness, training interests, barriers, and service needs using assessment tools, develops customer service plans, and assists customers with accessing workshops, employment opportunities, training resources, and online job search tools. They also provide information regarding program expectations, requirements, and available community resources, coordinate customer services with internal departments and external agencies, and ensure jobseekers understand program parameters. Participation in staff meetings, professional development, and ongoing learning is expected. Support for Career Resource Center operations, including assisting customers with job search activities, resource navigation, and computer usage, is also a key function.

Requirements

High school diploma required
Demonstrated telephone, computer, written, and verbal communication skills
Strong organizational, prioritization, and problem-solving skills
Ability to work effectively in a team environment while maintaining flexibility to meet contract and operational needs
Proficient in Microsoft Office applications
Able to work fully onsite, fully virtual, or in a hybrid environment
Clean driving record, valid Driver’s License, and reliable vehicle required

Nice To Haves

Associate degree or some college preferred

Responsibilities

Serve as an initial point of contact for walk-in, phone, online, and referred participants by providing information on available programs and services
Manage incoming WIOA service calls and referrals, including returning voicemails within required timeframes and scheduling enrollments, orientations, workshops, assessments, and appointments
Conduct online and in-person intake, assessment, orientation, and eligibility determination processes for WIOA programs
Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate data entry and updates in CWDS and other designated tracking systems
Assess customer job readiness, training interests, barriers, and service needs using assessment tools, including CASAS, as appropriate
Develop customer service plans that address identified barriers, establish resolution strategies, and outline targeted outcomes and achievement timelines
Assist customers with accessing workshops, employment opportunities, training resources, and online job search tools
Provide customers with information regarding program expectations, requirements, and available community resources and referrals
Coordinate customer services and referrals with internal departments, partner organizations, and community agencies to support successful outcomes
Ensure jobseekers understand the parameters of the particular programs offered
Participate in staff meetings, professional development training, and ongoing learning opportunities to support continuous improvement and program effectiveness
Support Career Resource Center operations by assisting customers with job search activities, resource navigation, computer usage, and access to workforce and training services