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Orientation Intake Specialist
5 months ago
Goodwill Industries of Greater New York and Northern New Jersey, Inc.
Job Description Form
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Position Title: _**Orientation Intake Specialist_ _**_Location: _**Back To Work
**_
Reports To: _**Case Management Coordinator_ _**_Cost Center:_**
**General Purpose**:
Responsible for explaining the Back to Work program requirements and services to participants to encourage their involvement in the program, and conducts client intake, including initiating new case files for completion by participants. Need to ensure that program documents are signed by clients and filed. Duties include entering clients’ personal and educational information in GW Tracking system and completion of EP. Must possess customer service and telephone interaction skills.
**Essential Functions**:
- Conduct initial intake.
- Review and annotate daily referral data from NYCWAY to verify clients were referred and process photo IDs and directs clients to orientation area.
- Make copies of clients’ documents and ensure that clients completes and sign required forms.
- Enters clients’ demographic information in GW Tracking and generates initial calendars with testing, intake, orientation and initial case management appointments.
- Completes Employability Plans.
- Distributes signed Employability Plans to Billing Unit.
- Posts FTC infractions and FTR infractions for direct referrals.
- Responsible for submitting/reporting accurate participant attendance information
- Responsible for participant data integrity
- Other related duties as needed.
**Qualifications/Basic Job Requirements**:
- HS Diploma/ GED minimum education required.
- Two years experience in human service programs and demonstrated experience in working with a diverse client population.
- Excellent oral and written communication skills and an ability to motivate and engage clients. Must be detail-minded, thorough and well organized.
- Current computer office program knowledge is essential and experience in database use necessary.
- Proficiency in MS Word, Excel, Power Point, and Outlook.
- Bi-lingual a plus.
**Scope of Responsibility & Positions Supervised**:
- Maintain confidentiality and security of customer records and documents.
**Special Working Conditions**:
- Must be flexible and able to travel between service sites using public transportation.
- May be required to work overtime and work flexible hours.
**Approvals**:
- Direct Supervisor/Manager: _____________ Date: _______
- VP: ______________________ Date: _______
