Intake Specialist

Educational Data Systems, Inc.; Pennsylvania; On-site; USD 43,000 - 45,000; Full time

Job summary

Educational Data Systems, Inc. is looking for an Intake Specialist in Pennsylvania who is passionate about making a difference. You will be responsible for providing intake, eligibility determination, and enrollment services to support customer engagement and program participation.

The ideal candidate will have a high school diploma and strong communication and organizational skills. The position requires the ability to work fully onsite, virtually, or in a hybrid environment, and a valid driver's license is necessary.

Qualifications

• 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.

Responsibilities

• Serve as an initial point of contact for walk-in, phone, online, and referred participants.
• Conduct online and in-person intake, assessment, orientation, and eligibility determination.
• Verify financial and eligibility documentation.
• Assess customer job readiness and training interests.

Skills

Telephone communication skills

Organizational skills

Problem-solving skills

Computer skills

Teamwork

Education

High school diploma

Associate degree or some college

Tools

Microsoft Office

Job description

Salary: $43,000 - $45,000

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.

Responsibilities

• 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.

Qualifications

• 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!

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