Intake Specialist

Job Title:

Intake Specialist  Department: CSBG FSLA Status:
Non-Exempt  Supervisor:
Peter Mudge Position Status:
Part Time

Position Summary:

(Primary Function)  Recruitment, intake, income verification, data entry, reports, and referrals both within Mountain Projects, Inc.  and outside to other human service providers. Will perform outreach intake as needed.

Essential Functions:

(Critical features of this job are described under the headings below. They may be  subject to change at any time due to reasonable accommodation or other reasons.)  
• Take applications and verify income.  
• Complete a needs assessment on each family and make appropriate referrals.  
• Maintain a central filing system for all applicants.  
• Work with other agencies when referring clients for services.  
• Complies with quarterly report information for CSBG and does follow-up.  
• Attend regular staff meetings.  
• Completion of Monthly Budget Reports  
• Timely responses to phone messages and e-mails per agency policies  1.

Minimum Qualifications:

• High School Diploma or GED– Some college preferred.  
• Ability to operate a personal computer.  
• Working knowledge of Microsoft Word and Excel.  
• Knowledge of community resources.  
• Knowledge of office operation and filing.  
2. Knowledge, Skills, and Abilities:  
• Must be very detail-oriented with the ability to prioritize tasks, organize daily activities, and be able to  multitask projects/tasks.  
• Must be flexible and able to adapt to changing needs, multiple task demands, and work structures.  
• Ability to read and comprehend instructions, short correspondence, emails, and memos.  

JOB DESCRIPTION Effective Date: __________ Revision Date: ___________  Name: _________________________________________Mountain Projects, Inc.

Job Description Page 2  154B Medical Park Loop  Sylva, NC  2177 Asheville Rd.  Waynesville, NC  3. Performance/Success Factors:  
• Be punctual to work and other related functions.  
• Perform well in a team environment.  
• Complete work in a timely, accurate, and thorough manner.  
• Ability to prioritize daily tasks and events.  
• Perform routine duties with minimal supervision.  
• Strive for excellence in all tasks and duties and foster an attitude of “exceeding guest expectations.”  
• Able to work independently but operate within company policy guidelines using independent judgment.  
• Local and out-of-town travel may be required.  4.

Working Conditions:

• Light to moderate physical activity performing non-strenuous administrative work.  
• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation with quiet to  moderate noise.  
• Physical demands: able to lift up to 25 pounds, manual dexterity sufficient to reach/handle items.  
• Works with fingers and perceives attributes of objects and materials.  
• Climb, balance, stoop, kneel; frequently move about, able to stand, walk, and sit for extended periods.  
• At times, be outdoors in all weather conditions.  
• Vision: must be able to see close, have good vision to perform daily duties.  Equal Opportunity Employer  Mountain Projects, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for  employment without regard to race; color; religion; sex; sexual orientation; gender identity or expression;  national origin; age; disability; genetic information; political affiliations;
National Guard or veteran status,  consistent with applicable federal, state, and local laws, and regulations.  Direct Supervisor: ______________________________________________________________________  ____________________________________________________________________________________  Employee Signature Date
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