Intake Specialist

Purpose or General Objective:
The Intake Specialist serves as the first point of contact for individuals seeking services through the organization's Mission Services department. This position is responsible for welcoming participants, gathering and documenting intake information, assessing immediate service needs, and connecting individuals with appropriate programs, resources, and staff. The Intake Specialist supports walk-in visitors, phone inquiries, and online referrals while ensuring a positive, professional, and customer-focused experience.

This position also serves as a backup Receptionist, providing front desk coverage and administrative support as needed.

• Serve as the primary intake contact for individuals seeking services through walk-in visits, phone calls, email inquiries, and online submissions.
• Conduct initial screenings and needs assessments to identify participant goals, barriers, and service needs.
• Explain available programs and services to participants in a clear and welcoming manner.
• Determine appropriate program placement and refer individuals to the correct Program Specialist or other service provider.
• Schedule appointments and coordinate referrals with Mission Services staff.
• Maintain accurate participant records and documentation within designated databases and case management systems.
• Follow established intake procedures and eligibility guidelines for all programs.
• Track referrals and ensure timely follow-up when necessary.

• Greet visitors and create a positive first impression of the organization.
• Answer incoming calls, respond to inquiries, and direct calls to appropriate departments.
• Assist participants in completing intake forms and required documentation.
• Maintain confidentiality while handling sensitive participant information.
• Provide general information regarding community resources and available services.
• Support a welcoming and inclusive environment for all participants.

• Enter participant information accurately into databases and tracking systems.
• Prepare intake packets and maintain participant files.
• Generate reports and maintain intake statistics as requested.
• Assist with data collection required for grant reporting and program outcomes.
• Monitor and replenish office forms and informational materials.

• Provide backup coverage for the receptionist during absences, breaks, meetings, or high-volume periods.
• Receive visitors, answer multi-line phone systems, and manage general office inquiries.
• Assist with mail distribution and other front desk administrative functions.

• Maintain compliance with organizational policies, program requirements, and confidentiality standards.
• Protect participant information in accordance with applicable privacy regulations and organizational policies.
• Participate in training and professional development activities as assigned.