Intake Specialist

Job Description:

Intake Specialist

Non-Exempt

Salary: $43,000 - 45,000

Scope of Position: This position provides intake, eligibility determination, orientation, enrollment services to support customer engagement, program participation, and successful workforce and training outcomes.

Salary: $43,000-45,000/year

Essential Functions

• Serve as an initial point of contact for walk-in, phone, online, and referred participants by providing information on available programs and services
• Manage incoming WIOA service calls and referrals, including returning voicemails within required timeframes and scheduling enrollments, orientations, workshops, assessments, and appointments
• Conduct online and in-person intake, assessment, orientation, and eligibility determination processes for WIOA programs
• Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate data entry and updates in CWDS and other designated tracking systems
• Assess customer job readiness, training interests, barriers, and service needs using assessment tools, including CASAS, as appropriate
• Develop customer service plans that address identified barriers, establish resolution strategies, and outline targeted outcomes and achievement timelines
• Assist customers with accessing workshops, employment opportunities, training resources, and online job search tools
• Provide customers with information regarding program expectations, requirements, and available community resources and referrals
• Coordinate customer services and referrals with internal departments, partner organizations, and community agencies to support successful outcomes
• Ensure jobseekers understand the parameters of the particular programs offered 
• Participate in staff meetings, professional development training, and ongoing learning opportunities to support continuous improvement and program effectiveness
• Support Career Resource Center operations by assisting customers with job search activities, resource navigation, computer usage, and access to workforce and training services
• Other opportunities as available

Education and Experience Requirements

• High school diploma required; associate degree or some college preferred
• Demonstrated telephone, computer, written, and verbal communication skills
• Strong organizational, prioritization, and problem-solving skills
• Ability to work effectively in a team environment while maintaining flexibility to meet contract and operational needs
• Proficient in Microsoft Office applications
• Able to work fully onsite, fully virtual, or in a hybrid environment
• Clean driving record, valid Driver’s License, and reliable vehicle required

Job Ad

Intake Specialist

Do you have a passion for making a difference in someone’s life? Are you looking for an opportunity to use your skills, experience, and empathetic nature to work for a progressive, forward-thinking, and family-owned company where creativity is encouraged? Are you goal-driven? Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented individual to join our spirited team.

As an Intake Specialist, you will be responsible for providing intake, eligibility determination, orientation, and enrollment services to support customer engagement, program participation, and successful workforce and training outcomes.

Successful Elements

• Serve as an initial point of contact for walk-in, phone, online, and referred participants by providing information on available programs and services
• Conduct online and in-person intake, assessment, orientation, and eligibility determination processes for WIOA programs
• Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate data entry and updates in CWDS and other designated tracking systems
• Assess customer job readiness, training interests, barriers, and service needs using assessment tools, including CASAS, as appropriate
• Develop customer service plans that address identified barriers, establish resolution strategies, and outline targeted outcomes and achievement timelines
• Support Career Resource Center operations by assisting customers with job search activities, resource navigation, computer usage, and access to workforce and training services

Education and Experience Requirements

• High school diploma required; associate degree or some college preferred
• Demonstrated telephone, computer, written, and verbal communication skills
• Strong organizational, prioritization, and problem-solving skills
• Ability to work effectively in a team environment while maintaining flexibility to meet contract and operational needs
• Proficient in Microsoft Office applications
• Able to work fully onsite, fully virtual, or in a hybrid environment
• Clean driving record, valid Driver’s License, and reliable vehicle required

Bring your expertise to EDSI where you will be able to live our values every day: Show Up, Smile and Support!

EDSI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.