Intake Specialist, Level Up!

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Under the general supervision of the Director of Economic Empowerment Programs, the Intake Specialist is the first point of contact for Level Up!, RiseBoro’s Economic Empowerment Program. The client-centered program prioritizes increasing the financial security and economic mobility of the communities they serve, to unleash their potential to thrive, no matter the odds. This position requires a high level of professionalism in demeanor, appearance, and in interacting with prospective clients, service providers, funding agencies, and community stakeholders. Job responsibilities and duties are the following:

• Coordinate the intake process, review eligibility documentation, schedule and confirm appointments, make referrals, and provide all individuals with information on community resources
• Screen and assess individuals for program eligibility, including financial coaching, career coaching, or career pathway trainings, and determine the appropriate next steps for all individuals seeking Level Up! assistance
• Work directly with financial and career coaches to troubleshoot any issues with client appointments, intake, documentation collection and/or screening
• Create client profiles in Change Machine to prepare coaches for first appointment; track data on clients as needed
• Ensure that all client resources and program flyers are up-to-date and available in reception area of program sites
• Perform periodic outreach activities to publicize the availability of services
• Perform data entry, filing, scanning, copying, and faxing of documents if needed
• Maintain attendance/client participation data for trainings, workshops and job fairs
• Participate in annual tax preparation extended hours by assisting financial coaches and tax preparers
• Participate in and assist with the coordination of job fairs and general workshops
• Other duties as assigned by the supervisor

COMPETENCIES

• Excellent customer service and communication skills
• Knowledge of community-based education and workforce programs, or other social services/resources preferred
• Proficient in scheduling software, such as Microsoft Bookings
• Proficient in Client Relationship Management Software, preferably Salesforce
• Able to multi-task and manage several tasks at once
• Experience working in non-profit organizations and commitment to social justice
• Ability to work independently and collaborate with a team
• Spanish proficiency required
• Flexibility to work evening hours or occasional weekends, if needed
• Commitment to RiseBoro’s mission, vision, and values
• Ability to understand the concepts of institutional and structural racism and bias and their impact on underserved and underrepresented communities
• Commitment to supporting communities that have experienced systemic oppression and bias (i.e. people of color, LGBTQ people, immigrants, justice-involved persons, etc.)

EDUCATION EXPERIENCE

High School Diploma or High School Equivalent (HSE/GED)

Qualifications

It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.

Salary : $42,000 - $49,000