Intake Specialist

6 days ago

Milwaukee, United States Equus Full time
Job DescriptionJob DescriptionCompany Description

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.

Job Description

  • Responsible for meeting with the customer and accurately completing all formal certification of applicants and documentation following appropriate guidelines as required by various government programs or agencies
  • Initiates and maintains customer program file and documents any course of action or service delivery
  • Conduct preliminary meeting with the customer and accurately completes all application/enrollment and verifies eligibility for program and other required forms and documents
  • Schedules appointments and follow-up on no-shows
  • Initiates customer program file and customer records
  • Provides general information regarding program objectives, services and requirements
  • Enters, edits, and retrieves data from database, and performs data reconciliation to ensure accuracy. Assist in program group or individual orientations and informational workshops
  • Familiarity with outside resources for referral as necessary
  • Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities
  • Attend meetings/trainings and community events outside the center and on occasion evenings and weekends as required
  • Advise clients or customers
  • Answer customer or public inquiries
  • Compare clients' applications with eligibility requirements
  • Compile data related to social service programs
  • Compile information through interviews
  • Compute financial data
  • Coordinate social service activities with resources
  • Determine program eligibility, social service program status
  • Ensure compliance with government regulations
Qualifications

  • High School Diploma or General Education Diploma. Prior experience in a customer contact job or customer service skills
  • Proficient in computer programs and data entry
  • Solid organizational and time management skills
  • Detail oriented and accurate with deadline sensitive goals and objectives
  • Above average interpersonal and communication skills
  • Ability to deal with difficult customers
  • Ability to establish and maintain effective working relationships
  • Experience conducting Workshops/Orientations
  • Knowledge of community employers and community partners
  • Valid Class C License with acceptable auto insurance


Additional Information

**This position is currently considered temporary, as the possible continuation of it will be confirmed by October 2024, which will depend on future needs. We encourage applicants who are open to both temporary and potential permanent employment opportunities to apply.

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.

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