Description & Requirements
Essential Duties and Responsibilities:
- Coordinate and process intake referrals received via incoming calls, voicemail, email, or other designated channels.
- Respond to inquiries, provide general program information, and refer clients or providers to appropriate agencies or resources in accordance with established guidelines.
- Perform initial eligibility screening for services using defined criteria and procedures.
- Review and screen applications and supporting documentation for completeness and accuracy.
- Enter, update, and maintain application, intake, and case information in applicable databases and systems.
- Research, verify, and document information by accessing approved internal or external systems, including government agency systems as applicable.
- Contact customers or providers to obtain missing or incomplete information related to applications or documentation.
- Coordinate with internal staff or field resources, including site visit personnel, to collect and verify required information or results.
- Assist customers in accessing services aligning with specific program objectives including educational and vocational training, medical support, childcare, transportation, mental health services, legal aid and related needs
- Determine urgency and sensitivity of incoming matters and route or escalate appropriately.
- Support outreach and engagement activities by assisting customers through defined phases of the application, enrollment, or service process.
- High school diploma or GED required and 0-6 months of relevant professional experience required, or equivalent combination of education and experience.