Universal Intake Specialist

Alliance for Community Empowerment Inc • Bridgeport, CT

50d • Hybrid

About The Position

Under the general supervision of the Program Coordinator, the Universal Intake Specialist will be responsible for a variety of client services including conducting intake meetings with individuals applying for assistance, collecting client information required for program application, conducting pre-assessments to determine program eligibility, collecting requirement documents and conducting follow-ups with clients. The Universal Intake Specialist must comply with the Supportive Services’ established policies and procedures. This position is customer service-based and does not involve case management. This is a full-time, 35-hour per-week position currently funded through renewable grants.

Requirements

• Associate degree or higher in human services, community development, or related field with 1-2 years of comparable work experience
• Experience working with people with diverse racial, ethnic, cultural, and socioeconomic backgrounds
• Excellent customer service skills, including being responsive, communicative, and flexible, with the ability to adhere to policy, processes, and procedures while interacting with clients
• Detail-oriented and organized
• Ability to be a "self-starter" and work independently with minimal supervision
• Ability to maintain confidentiality
• Ability to organize time and prioritize workload, including being adaptable and flexible
• Demonstrated proficiency in computer technology including word processing, spreadsheet applications, and data-gathering systems
• Availability to work a flexible schedule including evenings and weekends
• Ability to communicate effectively through oral and written mediums
• Supports an ethical standard, which complies with a code of conduct free of conflicts of interest
• Supports the Mission and Values of Alliance for Community Empowerment, Inc.
• Interest in expanding and improving professional opportunities in the financial education of clients
• A track record of taking initiative, going above and beyond, and relentlessly pursuing results
• The ability to work independently and collaboratively in a fast-paced environment
• Strong problem-solving skills, and the ability to manage projects with minimal direction
• A focus on continuous improvement; open to feedback and guidance

Nice To Haves

• Spanish language a plus

Responsibilities

• Meet and conduct intake meetings with clients applying for assistance through in-person, phone, or video-conferencing methods
• Create and maintain client records in the agency’s database system by entering data collected from the intake meetings
• Conduct pre-assessments to determine initial eligibility to the agency’s programs, properly recording pre-assessment data into the system and making follow-ups for incomplete data, as needed
• Collect, record, and maintain completeness of required documents, including organizing and scanning documents and conducting follow-ups with clients as needed
• Utilize the CapSystems (CAPTAIN) software in recording and maintaining client intake data and documents
• Effectively apply motivational interviewing techniques with clients
• Work in coordination with other staff, particularly with those responsible for setting up client appointments
• Perform other duties to promote the success of the department, as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree