Intake Specialist

Summary

An Intake Specialist is primarily responsible for receiving incoming calls, screening for client eligibility, and scheduling appointments for the team. The Intake Specialist responds to calls from clients and completes pre-assessment eligibility.

• Manage all incoming telephone calls for the Housing team.
• Assess calls for client eligibility and make appropriate referrals.
• Respond to program related calls within 24 hours.
• Schedule appointments for team members.
• Assist in the preparation of orientation and one-on-one counseling to eligible clients in the programs.
• Prepare client files (copy required documentation).
• Track program related calls on a log.
• Provide current information to program clients.
• Prepare mailings for programs in the department.
• Assist in the development of client files.
• Assist in the monthly report preparation and submission.
• Meet all performance standards and requirements for program contracts/grants or Urban League of Broward County.
• Inform clients and families of support and referral services internal or external.
• Advise immediate supervisor of needs, trends and issues within area of responsibility and recommends activities to address them.
• Actively participates in Urban League of Broward County’s special event committees and projects.
• Serve as a liaison and contact person with other agencies to ensure coordinated and comprehensive delivery of services to clients.
• Perform other duties as assigned.

• Associate’s Degree required;
  Bachelor’s Degree preferred in the field of business, customer service, social work, education or related human service field or a combination of college education and four years of job related experience.
• Experience in housing, financial literacy, and/or asset building required.
• Bilingual required in English and Creole.
• Must have excellent presentation skills.
• Experience in the area of recruitment preferred.
• Experience working with disadvantaged populations.

• Must have customer service and telephone experience.
• Excellent oral communication and written skills.
• Positive and team-oriented attitude.
• Ability to work effectively with persons of all ages and diverse backgrounds, skills and abilities.
• Must be able to operate a personal computer using Microsoft Office or similar applications.
• Ability to carry out responsibilities with flexibility to adapt to changing needs and goals.
• Ability to balance the needs and expectations of multiple constituents.

• Must have a valid Florida Driver’s License and a reliable vehicle.
• Must pass a Level 2 background fingerprinting and drug screening.

hiring

THE URBAN LEAGUE OF BROWARD COUNTY IS AN EQUAL OPPORTUNITY EMPLOYER

Note:

This description contains the core responsibilities and qualifications for the role of Intake Specialist for the Urban League of Broward County. It is not a comprehensive listing of all duties and requirements associated with the job.