Intake Specialist

Job Summary:

• Work Hours: Monday, Tuesday, Wednesday, and Friday: 8:30 a.m.–4:30 p.m.; Thursday: 10:00 a.m.–6:00 p.m.; Saturdays as needed.

The Intake Specialist is a customer service specialist that will assist GLCAC and the Receptionist at the CSC in the routine business of the Community Service Center and offering excellent customer service to constituents. The Intake Specialist is responsible for maintaining all records of clients served while assuring that the reception area is maintained for use by staff and clients.

Essential Functions & Key Responsibilities:

• Develop knowledge and become fully versed with all GLCAC, Inc. program and the resources available in the broader community to support clients.
• Enter accurate client information in Engage and is the point person for referral to all GLCAC Services.
• Maintain up-to-date resource and referral information in the databases and other reference sources, as necessary.
• Responsible for answering telephone, screening calls, and sending messages.
• Be the first point of contact for clients, monitors overall client reception from arrival to service.
• Provide preliminary information and referral services for potential clients and returning clients.
• Assist clients with preliminary pre-intake procedures, income guidelines, required documentation, and applications.
• Assists with services for clients who need translation, document copies, Notarization of official forms, medical/utilities calls, notarizations, and other CSC services.
• Continuously looking for ways to improve customer service.
• Participates in problem solving program related issues.
• Ensure relevant information is current in the reception area.
• Perform other duties as assigned.

Skills & Qualifications:

• A minimum of a high school diploma or GED with one year of experience in a professional office setting.
• Must be bilingual (English/Spanish).
• Must have proficient writing, phone, and computer skills in Microsoft Office and familiar with maintaining a database.
• Must acquire Notary Public certification within 90 days of employment.
• Must be committed to providing excellent customer/client service and demonstrate self-initiative.
• Must be able to work independently as well as part of a team.
• Must be able to interact with and serve a highly diversified clientele and be able to work in a high-volume office environment.
• Must have a suitable CORI & SORI completed within the first thirty (30) days of employment.

Supervisory Responsibility: None

Travel: May be required

Physical Demands: This job regularly requires the employee to sit, walk and stand as well as use hands repetitively to handle or operate standard office equipment. The employee is occasionally required to kneel, crouch, or crawl. The employee must frequently lift and/or move up to ten pounds and occasionally lift and/or move up to twenty-five pounds.