Intake Coordinator

Job Description

Position summary :

The Financial & Housing Counseling Intake Coordinator is responsible for intake interviews of potential counseling clients, explaining the numerous program offerings and fees to potential clients, initial scheduling with appropriate financial counselor, entering data, explaining payment options to client and maintaining client records in client management system as well as various spreadsheets. Also responsible for various tasks relative to the program operations including compiling reports for the program, state and federal regulators and grant funders. This position will also open and close physical and electronic client files.

Part time - 25 hours / week (flexible hours)

Eligible for benefits

Can be hybrid!

Minimum requirements :

Education : Two (2) years post-secondary education degree in a human service or legal field.

Job Related Experience : Two (2) years experience in a customer service, health care, financial, or legal fields working with individuals in stressful situations. Social Service experience preferred.

Key Responsibilities :

A. Intake & Scheduling :

Explains services to potential clients, fees, and client responsibilities.

Interviews clients to obtain information and complete Intake Form.

Obtains financial and demographic information for a complete file.

Sends information letter and packet to client.

Determines appropriate counselor based on scheduling protocol and availability; cancels appointments; reschedules appointments.

Enters client data in computer database, clients management systems

B. File Maintenance / Data Reporting / Client Surveys

Opens and closes client files.

Records impacts and outcomes documented by the counselors in client management systems and spreadsheets.

Pulls data for reporting; creates and sends out client satisfaction and outcome surveys.

C. Outreach & Marketing Activities

Attends outreach & marketing events lead by FHC as directed by supervisor.

Develops and gathers marketing materials for distribution at events.

What can we offer :

We offer a comprehensive benefit package that includes :

• 17 days of PTO during your first year
• 5 days of Extended Paid Leave
• 8 paid holidays
• Health insurance options to allow you the opportunity to elect a plan to meet your medical needs
• Preventative Dental
• Life Insurance
• Short Term & Long Term Disability
• Waive off Credit for employees who already have a group health insurance plan
• Wellness Benefits including Health Club Reimbursement
• 401k Plan with a match
• the Federal Public Service Student Loan Forgiveness Program

Apply to : HR@ccstcloud.org or complete an online application at www.ccstcloud.org

Req #755149699