WIOA Intake Specialist

Department: American Indian Workforce Development

Reports to (title): Workplace Development Program Director

Hours/week: 40

Job Location: Lumbee Tribe of North Carolina

Type of Position: Full-Time

Classification: Non-Exempt

Effective Date: 11/3/27

In performance of their respective tasks and duties all employees of Lumbee Tribe of North Carolina are expected to conform to the following:

• Uphold all principles of confidentiality to the fullest extent.
• Adhere to all professional and ethical behavior standards of the tribal government.
• Interact in an honest, trustworthy, and respectful manner with employees, Tribal members, visitors, and vendors.
• Participate in departmental staff meetings, quality management activities and educational programs.
• Comply with Lumbee Tribe’s policies and procedures.
• Maintain a current insurable driver’s license.

The WIOA Intake Specialist is the first point of contact for individuals seeking services through the Lumbee Tribe of North Carolina’s WIOA Section 166 Program. The position conducts intake interviews, helps applicants complete applications, collects and verifies supporting documentation, and matches applicant information to established program eligibility criteria. The Intake Specialist maintains accurate intake and eligibility records, follows up on missing information, and prepares complete application files for review and enrollment in accordance with program procedures.

The position identifies initial employment, education, training, and supportive service needs and coordinates timely referrals and handoffs to workforce staff. Through courteous, culturally responsive service and careful documentation, the Intake Specialist supports an efficient and accessible enrollment process while protecting applicant confidentiality.

WIOA services.

• Explain the application process, required documentation, available services, and next steps using clear, courteous communication.
• Schedule intake appointments, maintain applicant contact lists, and coordinate orientations and appointment reminders.
• Conduct intake interviews and assist applicants with completing applications, consent forms, and required program documents.
• Collect and review documentation supporting applicable eligibility criteria, including identity, tribal affiliation, age, residency, employment status, income, and education, as required by program procedures.
• Match applicant information and supporting documentation to established eligibility criteria for the appropriate WIOA program and service pathway
• Match applicant information and supporting documentation to established eligibility criteria for the appropriate WIOA program and service pathway.
• Check applications for completeness, accuracy, required signatures, and consistency; identify discrepancies and request missing information.
• Document eligibility screening results and prepare complete files for review and enrollment approval in accordance with established program procedures.
• Refer unclear eligibility questions, conflicting documentation, and exceptions to the designated supervisor for resolution.
• Obtain initial information about education, employment history, career interests, training goals, supportive service needs, and barriers to participation.
• Coordinate timely handoffs to workforce staff for assessment, individualized service planning, case management, and authorized services. Provide information and referrals to Tribal programs, NC Works Career Centers, educational institutions, and community resources based on identified needs.
• Enter and update applicant information in approved databases and electronic record systems accurately and promptly.
• Establish, organize, and…