Intake and Referral Coordinator
4 weeks ago
We are seeking a highly organized and detail-oriented Intake and Referral Specialist to join our team at Hively. As a key member of our CalWORKs team, you will be responsible for managing the flow of client requests, parent resources, and child care referrals.
Key Responsibilities- Determine eligibility needs, maintain, collect documentation, and distribute from the waitlist for enrollment to Family Support Specialists
- Assist with receptionist duties and provide clients with community contact information for other services
- Handle simple new family enrollments and cross-train to assist the Family Support Specialists
- Input and maintain accurate information in appropriate databases, paper files, or electronic files. Create or modify various documents, reports, and schedule appointments using Google and other database software
- Compile, reconcile, validate, and produce program data reports for daily, weekly, monthly, quarterly, and/or special assignments as needed. Accurately capture service records and financial transactions as assigned
- Maintain required confidential participant records and TrustLine applications pursuant to department, agency, local, State, and Federal requirements
- Maintain relationships with community agencies that refer clients to the program and contribute to the on-going development of new referral sources. Create and maintain resources in Google Drive
- Conduct limited outreach services
- Ensure all required documentation is on file to make appropriate referrals to Stage 2 agencies; timely communication with the referring agency
- Establish initial electronic and physical files for those enrolled and facilitate a warm-handoff to Stage 2 agencies
- Other duties as assigned
- Experience in a human services agency or equivalent educational degree
- Bilingual in Spanish and English
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Experience using Microsoft Office software and Google Suite
- Knowledge of all aspects of business office procedures
- Ability to communicate effectively both orally and in writing
- Ability to develop and maintain good working relationships with diverse groups of people
- Basic math skills
- Strong organizational skills
- BA/BS with major coursework in social services/human development or related field
- Experience in the delivery of services to a diverse population
- Previous experience working for a non-profit
We offer a competitive salary range of $24-$26 per hour, as well as a comprehensive benefits package, including medical, dental, and vision plans, health and dependent care FSA and HSA, 15 paid holidays, flexible holidays, generous paid time off policy, tuition reimbursement, employee appreciation program, life and long-term disability insurance, 403(b) plan, SEP-IRA plan, learning and development opportunities, financial wellness program, and industry-competitive salary ranges.
We welcome applicants from all backgrounds and are an equal opportunity employer. Note that benefits described apply for full-time, permanent positions only.
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Intake and Referral Coordinator
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