Intake Coordinator

The Salvation Army Mission Statement:

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church.  Its message is based on the Bible. Its ministry is motivated by the love for God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

 BASIC PURPOSE

The purpose of the Intake Coordinator position is to serve as the primary access point for social service programs by coordinating intake, screening, and referral processes; supporting service enrollment and scheduling; and ensuring accurate data collection and documentation to support Case Workers, the Lead Case Worker, and program operations, including Medically Tailored Meals (MTM) and Medically Tailored Groceries (MTG).

 ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Serve as the initial point of contact for individuals seeking social service programs and services


2. Conduct intake, screening, and eligibility determination for social service programs


3. Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager


4. Prepare complete and accurate intake packets to support timely case assignment


5. Maintain, coordinate, and track intake pipelines, interest lists, and program capacity


6. Conduct intake interviews and collect required participant information and documentation


7. Provide participants with clear information regarding available services, program expectations, and next steps


8. Support enrollment and scheduling for nutrition-related support programs, including MTM and MTG


9. Coordinate distribution schedules, participant notifications, and service logistics for MTM/MTG in collaboration with program staff


10. Coordinate internal referrals to Case Workers and external referrals to community partners as appropriate


11. Maintain professional communication with community agencies, partners, and service providers


12. Participate in case conferences, intake huddles, and team meetings as assigned


13. Support the Lead Case Worker with intake flow management, data accuracy, and reporting needs


14. Maintain accurate, timely, and complete participant records in designated information management systems – Sprite Health, Wellsky, and others.


15. Generate intake, enrollment, and participation reports as requested


16. Maintain and execute confidential information in compliance with applicable privacy standards


17. Maintain a highly detailed, accurate, and organized filing system


18. Ensure intake procedures utilize person-centered, trauma-informed, and harm reduction principles


19. Check and respond to emails, phone calls, and voicemails in a timely and professional manner


20. Adhere to confidentiality, ethical, and professional standards at all times


21. Other duties as assigned

 KNOWLEDGE, SKILLS, ABILITIES AND OTHER QUALIFICATIONS REQUIREMENTS

1. Knowledge of and familiarity with intake processes, registration workflows, office administration, and human services


2. Ability to speak and write the English language at a high and professional level


3. High degree of confidentiality and professionalism


4. Computer literate in Microsoft Office applications including Word, Excel, and Outlook


5. Excellent written and verbal communication skills


6. Excellent and professional telephone etiquette and front-desk presence


7. Strong organizational, data entry, and documentation skills


8. Ability to manage competing priorities in a fast-paced environment


9. Strong time management skills and attention to detail

 CERTIFICATES, LICENSES, REGISTRATIONS

1. High school diploma or equivalent


2. Minimum of two (2) years of experience in intake coordination, office administration, or human services preferred


3. Must possess a valid California Class C Driver License and ability to drive a Salvation Army vehicle


4. Must be 21 years or older


5. Authorize The Salvation Army to add name to the CA DMV Pull Notice Program


6. Complete The Salvation Army vehicle course training

 PHYSICAL REQUIREMENTS:

1. Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis


2. Ability to grasp, push, and/or pull objects


3. Ability to reach overhead


4. Ability to operate telephone


5. Ability to lift up to 25–40 lbs.


6. Ability to operate a computer


7. Ability to process written, visual, and/or verbal information


8. Ability to operate basic office equipment and tools including PC, fax machine, telephone, calculator, copier, and printer

Qualified individuals must be able to perform the essential duties of the position with or without accommodation.  A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed would not result in undue hardship.