Intake Specialist (800144)

Equus Workforce Solutions; Providence (RI); On-site; USD 35,000 - 50,000; Full time

Job summary

Equus Workforce Solutions in Providence, RI seeks a customer-focused specialist to manage program files, verify eligibility, and coordinate services across workforce programs.

The role involves data entry, meeting with clients, scheduling, and guiding applicants through certifications, while coordinating referrals and workshops.

Qualifications

• High School Diploma or GED and prior customer service experience.
• Bi-lingual Spanish required.
• Proficient in computer programs and data entry.
• Solid organizational and time management skills.
• Detail oriented with deadlines in mind.
• Strong interpersonal and communication abilities.
• Ability to handle challenging customers and establish relationships.
• Experience conducting workshops/orientations.
• Knowledge of community employers and partners.

Responsibilities

• Initiates and maintains customer program files and documents actions taken.
• Initiates customer files and records for programs.
• Meet with customers and complete all certifications and documentation per guidelines.
• Conduct preliminary meetings and verify eligibility for programs.
• Schedule appointments and follow up on no-shows.
• Provide information on program objectives, services, and requirements.
• Enter, edit, and reconcile data; assist orientations and workshops.
• Refer to outside resources as needed and maintain compliance.
• Prepare reports and attend meetings/ trainings and events as required.
• Advise clients, answer inquiries, and coordinate social services with resources.
• Support team to ensure high-level service delivery across all components.

Skills

Bilingual Spanish

Customer service

Data entry

Organizational skills

Time management

Interpersonal skills

Communication

Workshop facilitation

Community partnerships

Education

High School Diploma

Job description

Company Description

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.

Job Description

• Initiates and maintains customer program file and documents any course of action or service delivery
• Initiates customer program file and customer records
• 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
• 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
• 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
• Coordinate social service activities with resources
• Supports all team members with ensure high-level delivery of services across all program components
• Communicate directly with referral source to share information regarding enrollment status
• Ensure compliance with government regulations

Qualifications

• High School Diploma or General Education Diploma. Prior experience in a customer contact job or customer service skills
• Bi-linugal (Spanish profieciency) required
• Proficient in computer programs and data entry
• Solid organizational and time management skills
• Detail oriented and accurate with deadline sensitive goals and objectives
• Above average interpersonal and communication skills
• Ability to deal with difficult customers
• Ability to establish and maintain effective working relationships
• Experience conducting Workshops/Orientations
• Knowledge of community employers and community partners

Additional Information

All your information will be kept confidential according to EEO guidelines.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect.

Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.