Intake Specialist

• Ensure accurate completion of required documentation for orientation attendance
• Work with Program Manager and Team Lead as a collective team to ensure program success
• Maintain organized database of in-process clients and keep detailed documentation of where they are in the intake process
• Follow up with customers to ensure progress toward enrollment
• Document all participant contact efforts and activities via case notes
• Share information with appropriate staff and/or funding agencies
• Build a professional one-on-one working relationship with participants to aid in eliminating challenges that are hindrances to obtaining and providing required documentation
• Help ensure that positive outcomes and goals are met
• Assist in completing enrollments, follow-ups, obtaining MSG’s, Credentials, extending projected end dates and completion of exits
• All other duties as needed to support success of the WIOA program

• Provide information to customers requesting information about the WIOA program
• Assist in obtaining required documents, calculating income, and completing other required steps before enrollment
• Review documentation collected and complete eligibility determination for program applicants
• Ensure 100% eligibility verification of all program applicants prior to orientation/enrollment
• Be backup for orientation of customers entering into the WIOA program
• Communicate program eligibility criteria
• Demonstrate and maintain programmatic knowledge and competency in the program by utilizing internal and external policy
• When needed, provide computer assistance to customers
• Work well under pressure, meet multiple and conflicting deadlines
• Demonstrate cooperative behavior with colleagues, supervisors and customers at all times
• Make follow-up contact quarterly with customers that have exited from the program
• Greet potential WIOA customers coming into the American Job Center

Education and Experience Requirements

• Ability to prioritize tasks and document visits and contacts
• Attention to detail is a must
• Demonstrated telephone, computer and written communication skills
• Ability to maintain flexibility as needs of program or customer require
• College degree or equivalent experience preferred
• Customer service experience required
• A verifiable working knowledge of MS Office
• Valid driver’s license, clean driving record and reliable transportation required