Intake Specialist

Job Description
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 relatedto 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