Intake Specialist

1 month ago

Milwaukee, Wisconsin, United States UMOS Full time
Job Title: Intake Specialist

UMOS is seeking a highly motivated and organized Intake Specialist to join our team. As an Intake Specialist, you will be responsible for providing efficient and interactive intake services for the WHEAP program, ensuring timely and accurate entry of program applications into the electronic data system.

Key Responsibilities:
  • Provide intake services for the WHEAP program, including phone, face-to-face, and mail interactions.
  • Enter program applications into the electronic data system in a timely and accurate manner.
  • Answer phones, schedule appointments, and provide program information to applicants.
  • Respond to client requests for assistance in a timely and professional manner.
  • Coordinate and perform administrative activities, including storing, retrieving, and integrating information for dissemination to staff and clients.
  • Communicate with vendors regarding repair and emergency fuel fills.
  • Verify earned and unearned income, including wages, child support, TANF, Social Security, and Unemployment Insurance.
  • Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, and other locations.
  • Maintain and secure client information, ensuring confidentiality.
  • Conduct home visits as necessary for the elderly, handicapped, and disabled.
  • Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.
  • Make referrals to the Weatherization program for WHEAP participants.
  • Work as part of a team to ensure the energy assistance program runs efficiently.
  • Participate in program awareness events held throughout the community.
  • Attend trainings, meetings, and perform other duties as assigned.
Requirements:
  • Associate degree or at least two years of experience with the WHEAP or LHEAP programs.
  • Two years' experience in case management or any equivalent combination of training and experience in the social services field.
  • Ability to work independently within established policies, procedures, and guidelines.
  • Strong interpersonal and communication skills.
  • Able to work flexible and irregular hours, including on-call evening hours.
  • Proficient in Microsoft Office Suite.
  • Bilingual in English and Spanish (Hmong, Rohingya, Burmese, or Arabic) in verbal and written form preferred.
  • Must have reliable transportation, a valid Wisconsin Driver License, and adequate vehicle insurance, and be able to travel within the state of Wisconsin.
Work Environment, Physical, and Sensory Demands:

The demands described here are representative of those that must be met by an employee to successfully perform the job functions. Reasonable accommodations will be considered to enable individuals with disabilities to perform the essential job functions.

  • Employee is frequently required to stand, walk, sit, bend.
  • Occasionally required to lift and/or move up to 30 lbs.
  • Occasionally required to drive.
  • Frequently exposed to moderate temperature generally encountered in a controlled and uncontrolled temperature environment.
  • Noise level in this work is usually quiet to moderate.

Tools and equipment used include phones, computer systems, web-based software, fax machines, scanners, copy machines, first aid equipment, and fire extinguishers. Usage varies by position.

Additional Eligibility Requirements:

Employment with UMOS is contingent upon successful completion of a criminal background check prior to commencing. UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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