Intake Specialist

4 weeks ago


Fresno California, United States Equus Full time
Job Description

Responsible for meeting with the customer and accurately completing all formal certification of applicants and documentation following appropriate guidelines as required by various government programs or agencies

Initiates and maintains customer program file and documents any course of action or service delivery

Conduct preliminary meeting with the customer and accurately completes all application/enrollment and verifies eligibility for program and other required forms and documents

Schedules appointments and follow-up on no-shows

Initiates customer program file and customer records

Provides general information regarding program objectives, services and requirements

Enters, edits, and retrieves data from database, and performs data reconciliation to ensure accuracy. Assist in program group or individual orientations and informational workshops

Familiarity with outside resources for referral as necessary

Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities

Attend meetings/trainings and community events outside the center and on occasion evenings and weekends as required

Advise clients or customers

Answer customer or public inquiries

Compare clients' applications with eligibility requirements

Compile data related to social service programs

Compile information through interviews

Compute financial data

Coordinate social service activities with resources

Determine program eligibility, social service program status

Ensure compliance with government regulations



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