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Intake Specialist
2025-01-09
2025-02-20
Employment Type:
Contract
Category: Customer Service
Job Number: 18728
Work Model: #LI-Onsite
Internal Reference: #LI-CS1
Job Description
Our client is seeking multiple Intake Specialist for their special project to assist a financial assistance program. The Specialist will maintain client files in accordance with agency policies, inputting client information in a designated database and gathering and reporting metrics. The successful candidate will be a solutions oriented and skilled at consumer responsiveness in a timely manner.
Job Duties:
-Contacts qualifying clients to inform of program enrollment, process to determine eligibility and next steps.
-Verifies that all required documentation is available and correct in accordance with the program guidelines, policies and procedures.
-Prepared relevant paperwork to ensure that qualifying clients receive emergency financial assistance in accordance with Catholic Charities policies and procedures.
-Performs other duties as assigned
MINIMUM EDUCATION REQUIREMENTS
MINIMUM SKILLS AND EXPERIENCE REQUIREMENTS
Job Duties:
-Contacts qualifying clients to inform of program enrollment, process to determine eligibility and next steps.
-Verifies that all required documentation is available and correct in accordance with the program guidelines, policies and procedures.
-Prepared relevant paperwork to ensure that qualifying clients receive emergency financial assistance in accordance with Catholic Charities policies and procedures.
-Performs other duties as assigned
MINIMUM EDUCATION REQUIREMENTS
- HS Diploma 2-4 years experience or administrative customer service.
- Associates degree with 1-2 experience in a similar role or administrative customer service role.
MINIMUM SKILLS AND EXPERIENCE REQUIREMENTS
- Bilingual in Spanish/English, written/verbal (preferred)
- Nonprofit experience (preferred)
- Flexible and effective team player, able to adapt to changes and a busy workplace environment.
- Ability to work with diverse communities.
- Excellent organizational skills and an ability to self-motivate.
- Excellent written/verbal communication and people skills.
- Intermediate Knowledge of MS Office, Excel, and navigating of the internet.
- Ability to work under pressure, address multiple priorities and meet deadlines.
- Ability to identify key issues in problem solving and implement effective and creative solutions.
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