Intake Specialist, Level Up!

ESSENTIAL DUTIES AND RESPONSIBILITIESUnder 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 resourcesScreen 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! assistanceWork directly with financial and career coaches to troubleshoot any issues with client appointments, intake, documentation collection and / or screeningCreate client profiles in Change Machine to prepare coaches for first appointment; track data on clients as neededEnsure that all client resources and program flyers are up-to-date and available in reception area of program sitesPerform periodic outreach activities to publicize the availability of servicesPerform data entry, filing, scanning, copying, and faxing of documents if neededMaintain attendance / client participation data for trainings, workshops and job fairsParticipate in annual tax preparation extended hours by assisting financial coaches and tax preparersParticipate in and assist with the coordination of job fairs and general workshopsOther duties as assigned by the supervisorCOMPETENCIESExcellent customer service and communication skillsKnowledge of community-based education and workforce programs, or other social services / resources preferredProficient in scheduling software, such as Microsoft BookingsProficient in Client Relationship Management Software, preferably SalesforceAble to multi-task and manage several tasks at onceExperience working in non-profit organizations and commitment to social justiceAbility to work independently and collaborate with a teamSpanish proficiency requiredFlexibility to work evening hours or occasional weekends, if neededCommitment to RiseBoro’s mission, vision, and valuesAbility to understand the concepts of institutional and structural racism and bias and their impact on underserved and underrepresented communitiesCommitment to supporting communities that have experienced systemic oppression and bias (i.e. people of color, LGBTQ people, immigrants, justice-involved persons, etc.)EDUCATION EXPERIENCEHigh School Diploma or High School Equivalent (HSE / GED)QualificationsIt 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.