Intake and Referral Coordinator

4 weeks ago


Oakland, California, United States Hively Full time
About the Role

The Intake and Referral Specialist will play a key role at Hively, a family-centered social impact organization dedicated to multi-generational well-being. This position is responsible for managing the flow of client requests, parent resources, and child care referrals. The ideal candidate will be an organized, detailed, team-oriented, customer-focused individual who can effectively communicate with diverse groups of people.

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 as requested
- 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 facilitates a warm-hand-off to Stage 2 agencies
- Other duties as assigned

Requirements

- 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

Preferred Qualifications

- 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

Benefits

- Medical, dental, and vision plans covered at 100% for the employee
- Health & Dependent Care FSA & HSA
- 15 Paid Holidays + flex holidays
- Generous paid time off policy
- Tuition Reimbursement ($1,000/year)
- Employee Appreciation Program
- Life & Long Term Disability Insurance covered 100% by Hively
- 403(b) plan
- SEP-IRA plan with an employer contribution of 5% of annual salary
- Learning & Development Opportunities
- Financial wellness program and advisors
- Industry competitive salary ranges

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