VITA Intake Specialist
3 weeks ago
Job Type TemporaryDescription Workday: Monday - Friday, occasional evenings/weekends Work hours: 8:30 a.m. - 5:00 p.m. Location: Various Sites Position Type: Full Time/Temporary Position, January - April Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love. Summary:The VITA Intake Specialist is responsible for assuring every client is aware of all services available to them and are seen in a timely manner. The Clerical Intake Specialist also oversees client sign-in and assists clients in the completion of the client intake sheet at their assigned site.Position Responsibilities:*Must pass the Standards of Conduct and Intake & Quality Review test per IRS standards*Greets clients in a courteous manner upon arrival and departure*Respond to clients' general inquiries*Connects client to a certified tax expert for any tax inquiries*Enter clients' information onto the Charity Tracker Account daily*Maintains and keeps the assigned area in an orderly manner*Light lifting and record keeping*Provide clients with an Intake FormPrepares client file for tax preparationEnsures the site has adequate materials to operate properly and/or restock as necessaryOther duties as assigned by the Program Director/supervisor.Competencies:Customer ServiceCommunicationIntegrity / HonestyInterpersonal AwarenessFocusRequirementsMinimum Qualifications:Education High School diploma or GED Experience At least 1 year of customer service experience License and Credentials Reliable transportation Valid driver's license or Valid Identification Card Valid vehicle insurance Bilingual in English and Spanish preferred Minimum Knowledge and Skills:Minimum of 1-year experience in:o Computer skillso Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)Must be detail-oriented, organized, self-motivated, and work well independently and on a teamMust maintain professionalism in the workplaceMust have good verbal skillsMust have a clean driving recordTravel Requirements:Travel requirements for the position include 0 % local and 0 % overnightDisclaimer: This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position .**Catholic Charities is an Equal Opportunity Employer. To view this and other employment opportunities please visit our website at www.ccaosa.org . You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted. Salary Description $14.00
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VITA Intake Specialist
2 months ago
San Antonio, United States Archdiocese of San Antonio Full timeJob Type TemporaryDescription Workday: Monday - Saturday Work hours: Vary Location: Guadalupe Community Center, 1801 W. Cesar Chavez Blvd, San Antonio, TX. 78207 Position Type: Full Time/Temporary Position, January - April Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love....
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VITA Intake Specialist
3 weeks ago
San Antonio, United States Archdiocese of San Antonio Full timeJob Type TemporaryDescription Workday: Monday - Saturday Work hours: Vary Location: Guadalupe Community Center, 1801 W. Cesar Chavez Blvd, San Antonio, TX. 78207 Position Type: Full Time/Temporary Position, January - April Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love....
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VITA Intake Specialist
1 month ago
San Antonio, United States Archdiocese of San Antonio Full timeJob Type Temporary Description Workday: Monday - Saturday Work hours: Vary Location: Guadalupe Community Center, 1801 W. Cesar Chavez Blvd, San Antonio, TX. 78207 Position Type: Full Time/Temporary Position, January - April Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of...
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Legal Intake Specialist
3 weeks ago
San Antonio, United States L.K. Jordan & Associates Full timeLK Jordan & Associates is seeking a Legal Intake Specialist to support an administrative team and works independently to ensure smooth operations. This position will be responsible for both general office and intake-specific tasks with minimal superv Intake, Legal, Specialist, Operations, Healthcare, Staffing
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Legal Intake Specialist
4 months ago
San Antonio, United States B. Pleasant Law, PLLC Full timeDescription Our rapidly growing law practice is seeking 2 full-time Legal Intake Specialists to join our team! You'll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you...
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Temporary Intake Specialist
4 months ago
San Francisco, United States Laaconline Full timeSummary Legal Aid at Work (LAAW) enforces and expands the employment and civil rights of low-wage workers, their families, and communities by engaging in outreach and education, providing clients with legal advice and representation, and advocating for policy reforms. LAAW has seven core program areas: Community Legal Services Disability Rights Gender Equity...
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Intake Specialist
2 months ago
San Antonio, United States Archdiocese of San Antonio Full timeJob Type Full-timeDescription Work Hours: 8:30 a.m. - 5:00 p.m. Workdays: Monday - Friday Location: 202 W. French Place, San Antonio, TX, 78212 Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love. Summary:Under the supervision of the RSS Employment Program Director and or RSS...
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Home Health Intake Specialist
4 weeks ago
San Antonio, United States UnitedHealth Group Full timeCollects and records initial client information to include type of referral, type of insurance, and patient demographics Requests the referral source fax orders on all patients. Verifies client benefits Notifies pharmacy, nursing, RT, and HME when ve Health, Intake, Specialist, Pharmacy Technician, Authorization, Healthcare, Insurance
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Conflicts & Intake Specialist
3 months ago
San Francisco, United States Liberty Personnel Services, Inc. Full timeThis dynamic role combines the crucial tasks of managing client intake and ensuring conflict-free representation within the law firm. You will be the first point of contact for potential clients, acting as a gatekeeper for both the firm's caseload and ethical obligations. Responsibilities: Intake: Conduct initial interviews with potential clients via...
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Bilingual Nonprofit Intake Specialist
3 weeks ago
San Antonio, United States AppleOne Full timeJob DescriptionJob DescriptionAppleOne is seeking Intake Specialist for an opportunity for a non-profit, Haven For Hope, located downtown San Antonio. This is an Onsite opportunity. Location: Downtown San Antonio Pay: $17/hr Schedule: 3pm-11pm & 11pm-7am (weekends are included) Havenforhope.org SUMMARY The Intake Navigator will assist the Intake Department...
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Client Intake Sales Specialist
3 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescriptionAre you passionate about helping people?We are looking for a highly organized Intake Sales Specialist for our growing law firm.When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Sales Specialist provides our potential clients with the ultimate telephone experience. It requires the...
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Intake Specialist
3 weeks ago
San Francisco, United States Family Connection Centers Full timeIntake Specialist (English/Cantonese) (San Francisco, CA) Job Title: Intake Specialist (English/Cantonese) Reports To: Family Support Manager (or designee) Location: San Francisco Compensation: $27-$29 hourly, depending on experience, plus an excellent benefits package Classification: Non-Exempt, full-time position, 40 hrs/week Schedule: Monday-Friday, with...
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Client Intake Sales Specialist
4 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescription Are you passionate about helping people? We are looking for a highly organized Intake Sales Specialist for our growing law firm. When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Sales Specialist provides our potential clients with the ultimate telephone experience. It requires...
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Healthcare Intake Specialist
6 days ago
San Antonio, United States TEKsystems Full timeJob DescriptionJob DescriptionDescriptionThe Healthcare Intake Specialist position qualifies orders for placement based on payer’s requirements. Acts as the liaison between customer, and third-party payer to ensure the order meets regulatory and payer requirements. Obtain and analyze required documentation for shipping of product and billing of claims.•...
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Intake & Assessment Specialist
4 months ago
San Jose, United States Salvation Army Full timeOVERVIEW: The Intake and Assessment Specialist will screen at-risk individuals and families. The screening tool used will be the HPAT. This position will be familiar with community referral resources. This position will work closely with the Housing Coordinator to process rental applications and the Case Managers to ensure clients are connected to needed...
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Intake & Sales Specialist
1 month ago
San Diego, United States So Cal Realty Law Full timeDescriptionOur Real Estate Law Firm is looking for a savvy, polished, and productive Intake and Sales Specialist who will focus on connecting us with our potential clients and providing people who contact us with the ultimate customer service experience. This position will handle critical tasks to ensure people who contact the Firm feel welcomed and that we...
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Youth Data Entry/Intake Specialist
1 month ago
San Diego, United States RemoteOnline Full timeAbout the job Youth Data Entry/Intake Specialist POSITION SUMMARY:The Youth Intake Specialist/Case Manager certifies the eligibility and enters data in the CalJOBS or other funding sources reporting systems for enrollment of young adults between the ages of 17-24 in our Youth Programs.QUALIFICATIONS REQUIREMENTS: To be successful in this job, an individual...
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Intake & Sales Specialist
1 month ago
San Diego, United States So Cal Realty Law Full timeDescription Our Real Estate Law Firm is looking for a savvy, polished, and productive Intake and Sales Specialist who will focus on connecting us with our potential clients and providing people who contact us with the ultimate customer service experience. This position will handle critical tasks to ensure people who contact the Firm feel welcomed and that we...
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Medical Assistant
4 weeks ago
San Antonio, United States Gonzaba Medical Group Full timeGeneral Summary: The Intake team is designed to smoothly introduce newly enrolled Managed Care patients to Gonzaba Medical Group by collecting a thorough history, performing baseline testing, and communicating GMG services to our patients. Maintains and upholds established patient care, operational expectations, and employee policies in alignment with the...
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Intake & Assessment Specialist
4 months ago
San Jose, United States Salvation Army Full timeOVERVIEW: The Intake and Assessment Specialist will screen at-risk individuals and families. The screening tool used will be the HPAT. This position will be familiar with community referral resources. This position will work closely with the Housing Coordinator to process rental applications and the Case Managers to ensure clients are connected to needed...