Intake Specialist (PST 9-6/EST 11-8) - Spanish Speaking

Mindset

1d•Remote

About The Position

Job Responsibilities: Conduct initial assessments of clients to determine their needs and eligibility for services. Collect and document client information accurately and confidentially. Communicate effectively with clients to explain services, answer questions, and provide support. Coordinate with other team members to ensure seamless service delivery. Maintain accurate records and documentation of client interactions and services provided. Participate in team meetings and training as required.

Requirements

Fluent in Spanish
Proven experience as an intake specialist or in a similar role.
Understanding of SSI/SSDI and experience assisting with applications
Excellent verbal and written communication skills.
Ability to manage a fast-paced work environment.
Strong interpersonal skills and a friendly, approachable demeanor.
Proficiency in Google Workspace.
Ability to multitask and prioritize tasks effectively.
Reliable internet connection for remote work.
High school diploma or equivalent.

Nice To Haves

Experience working in a remote or virtual office environment.
Knowledge of virtual phone systems and online scheduling software.

Responsibilities

Conduct initial assessments of clients to determine their needs and eligibility for services.
Collect and document client information accurately and confidentially.
Communicate effectively with clients to explain services, answer questions, and provide support.
Coordinate with other team members to ensure seamless service delivery.
Maintain accurate records and documentation of client interactions and services provided.
Participate in team meetings and training as required.