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Financial Well-Being Intake Specialist
4 months ago
Financial Well-Being Intake Specialist - $1,000 TRAINING INCENTIVE
Are you motivated by the opportunity to help individuals in our community reach their financial goals?
Community Action is looking for an Intake Specialist to join our Financial Well Being team to make initial and ongoing client contact and also sharing information internally and externally. The role will support general operations of the Financial Well-Being programs throughout the participant recruitment and application process and data tracking process.
Starting Pay: $17.81/hour
The Role:
- Conduct the participant application and intake process; distribute applications as requested, review applications, calculate eligibility and priority, and send acceptance/denial correspondence.
- Communicate with participants about program expectations, concerns, and complaints
- Ensure entry of participant demographic and attendance data into agency data tracking system.
- Initiate creation of participant file per each program’s specifications.
- Facilitate participant scheduling and event reminders for coaching sessions and educational classes.
- Coordinate the distribution of Financial Well-Being program and specific classes or opportunities to identified community partners. Share program information with Community Action’s Communication Specialist for distribution via social media and print media sources.
Qualifications:
- Minimum of high school diploma or GED required.
- Must enter position proficient in Microsoft Office.
- Must be able to read, write, and communicate English effectively.
- Must be able work independently to achieve multiple set objectives concurrently and work effectively under pressure
- Must be able to work with employees across the agency to promote services, and to ensure consistency of service practices.
- Must be able to protect the confidentiality of agency client data.
- Must be able to approach and communicate with a wide range of personalities in a professional and courteous manner.
Benefits & Perks:
- Medical, dental, and vision insurance plans.
- Employer-paid life insurance, short term disability, and long term disability coverage.
- Paid Time Off plan and 13+ paid holidays.
- 401K with employer match.
- Education Assistance Program for continuing education.
- Qualifying employer for the Public Service Loan Forgiveness program for federal student loans.
- Extensive opportunities for personal and professional development.
- Engaging work environment with friendly and supportive team members.
- Meaningful work that positively impacts our community.
About Community Action:
Community Action Partnership of Lancaster and Saunders Counties is a private, not-for-profit organization with the belief that extraordinary employees have the power to positively transform lives and communities. We value people who are passionate, ethical, and dedicated to empowering those living in poverty to reach economic stability.
Community Action Partnership of Lancaster and Saunders Counties is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, gender identity or expression), national origin, disability, age, protected veteran status, marital status, genetics, or any other status protected under federal and state law.
COVID-19 Vaccination Policy:
Effective January 1, 2022, all employees are required to be fully vaccinated against COVID-19, in compliance with any federal, state, and local regulations; and contract/funding requirements related to COVID-19 vaccination.
New or prospective employees hired after January 1, 2022, will need to have completed their first dose prior to their start date, and provide documentation of their current vaccination status. Full vaccination status, defined as vaccinated two weeks after receiving the requisite number of doses of a COVID-19 vaccine approved or authorized for emergency use by the FDA, must be completed no later than 6 weeks after their start date.
Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation please email hr@communityactionatwork.org and we will be happy to assist. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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