Intake Data Associate

The-Whole-Child-Mental-Health-; Downey (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

The Whole Child in Downey, CA is seeking an Intake Data Associate to manage front office duties, answer incoming calls, and support program records. The role focuses on maintaining client files, assisting with data entry, and facilitating referrals for families.

As part of Housing Services, you will help collect documents, maintain HMIS entries, and support month-end reporting while ensuring records comply with federal, state, and organization guidelines.

Qualifications

• High School education (or related) preferred.
• Experience in social service setting is advantageous.
• Proficiency with MS Office and client databases (EXYM/HMIS) required.

Responsibilities

• Field incoming calls to appropriate party; provide referrals/resources for families.
• Collect documents from clients (leases, rental calculations, rent receipts, W9).
• Maintain client records and HMIS entries.
• Prepare program files for quarterly and annual monitoring.
• Assist with preparation of case management related reports (outcomes, successes).
• Maintain office supplies and keep the office presentable at all times.

Skills

MS Office

Client communication

Data entry

Organizational skills

Education

High School diploma

Tools

EXYM

HMIS

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Intake Data Associate

FULL TIME EMPLOYEE Downey Main, Downey, CA, US

2 days ago Requisition ID: 1270

FLSA: Non-exempt

DEPARTMENT: Housing Services

STATEMENT OF PURPOSE: The Intake Associate working in the designated Programs will maintain the front office area, is responsible for incoming calls and ensuring supplies are maintained. In addition, may assist in keeping track of databases with client related information for month end reporting.

ESSENTIAL DUTIES:

• Field incoming calls to appropriate partyProvide referrals/resources for families.
• Support staff with identifying potential programs,Collect documents from clients, including leases, rental calculations, rent receipts and W9
• Maintain Client Records
• Maintain accurate documentation of service objectives and outcomes as well as other services in accordance with Federal, State, and Family Promise guidelines.
• Maintain client related data systems, including case notes and HMIS entries.
• Assist with preparation of case management related reports including but not limited to: outcomes, successes, etc.
• Prepare program files for quarterly and annual monitoring.
• Research and update client resources
• Maintain up-to-date records of providers and resources.
• Monitor office supply inventory and make certain office is presentable at all times.

QUALIFICATIONS:

• High School education preferred; education/work related experience may be supplemented.
• Experience in social service setting
• Some knowledge of mental health, nutrition, homeless and housing related resources.
• Experience or expressed desire working with underprivileged families preferred.
• Must be proficient in the following computer applications—MS Office; must be able to learn and use client database for recordkeeping i.e. EXYM, Homeless Management Information System (HMIS)

The Whole Child is an equal employment opportunity employer and no candidate for employment will be rejected on account of race, color, religion, national origin, age, marital status, or sex. Candidates with physical impairments will be considered so long as it can be reasonably demonstrated that the duties and responsibilities can be effectively performed without hazard to the individual, fellow employees, or clientele.