Intake Specialist – HSG

CAPECO Community Action Program of East Central Oregon; Pendleton (OR); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health

Dental

Rx

Vision

FSA

Life Insurance

401K Plan

Vacation

Sick and Holidays

Job summary

CAPECO Community Action Program of East Central Oregon is seeking an Intake Specialist to process client applications, determine eligibility for housing programs, and maintain accurate client records. The role involves entering data into our database, preparing utilization reports, and ensuring compliance with program requirements.

The position requires strong communication and attention to detail, with ability to handle multiple applications efficiently.

Qualifications

• A two year college degree or 3 years of relevant work experience in lieu of degree.
• Excellent communication, interpersonal and customer service skills.
• Must be detail oriented and able to work independently with speed and accuracy.
• Must be able to transition between applications based on demand for services.
• Previous experience interviewing or determining client eligibility or working in customer service preferred.
• Computer experience with Word and Excel.

Responsibilities

• Process client applications and determine eligibility for housing programs.
• Maintain accurate client files with retained supporting documentation.
• Enter client information into database and prepare reports identifying numbers served and funding used.
• Work with clients to gather information and documents necessary to complete files.

Skills

Communication

Interpersonal skills

Customer service

Attention to detail

Independent work

Education

Two-year college degree

Tools

Word

Excel

Job description

CAPECO is a diverse group of people who are committed creating a thriving community by providing education resources and services dedicated to eliminating poverty and contributing to the success of our community members We hire people from all walks of life not because we must but because we know it makes us stronger If you share our passion for community then we would love to meet you

POSITION INTAKE SPECIALIST

Limited Duration Supervised by Program Manager and Director of Programs Department Housing Classification Full Time Limited Duration Dependent on Funding Position Status Non Exempt Location Pendleton Main Office Wage 4006Month

Benefits

• Health
• Dental
• RX
• Vision
• FSA
• Life Insurance
• 401K Plan
• Vacation
• Sick and Holidays

POSITION OVERVIEW

Processes client applications and determines eligibility for housing programs Maintains accurate client files that require retention of supporting documentation Enter client information into database Prepare reports identifying numbers served and funding utilized based on assistance provided

ESSENTIAL JOB FUNCTIONS

An employee in this position may be called upon to do any or all the following essential functions These examples do not include all the duties which the employee may be expected to perform Other duties responsibilities and activities may change or be assigned at any time with or without notice To perform this job successfully an individual must be able to perform each essential function satisfactorily with or without reasonable accommodation

• Works directly with clients to gather their information and documents necessary to complete the file
• Conducts detailed eligibility assessments for rental assistance
• Determines level of need and assistance amounts
• Maintain accurate client records both physical and digital
• Ensure timely and accurate completion of reports
• Performs other duties as assigned

REQUIRED KNOWLEDGE SKILLS ABILITIES & MINIMUM QUALIFICATIONS

The requirements listed below are representative of the knowledge skills abilities and minimum qualifications necessary to perform the essential functions of the position Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• A two year college degree which can be substituted for three years of relevant work experience
• Excellent communication interpersonal and customer service skills and legible handwriting
• Must be detail oriented and able to work independently with speed and accuracy
• Must be able to transition from one application to another based on demand for services
• Previous experience interviewing and/or determining client eligibility or customer service environment will be considered
• Computer experience and have a working knowledge of Word and Excel

WORK ENVIRONMENT AND PHYSICAL DEMANDS

The physical demand and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job While performing the duties of this job the employee is frequently required to stand; walk; sit; use hands to finger handle or feel; reach with hands and arms; and talk or hear The employee is occasionally required to bend kneel and crouch Specific vision abilities required by this job include close vision and distance vision The noise level in the work environment is usually moderate The employee must occasionally lift and or carry move objects up to 50 pounds This job operates in a professional office environment This role routinely uses standard office equipment such as computers smart phones photocopiers scanners shredders and filing cabinets

SPECIAL REQUIREMENTS

Must pass a criminal history background investigation however a conviction of a crime may not necessarily disqualify an individual from this position CAPECO is a drug free workplace and pre employment drug screening will be required Due to federal funding our drug screening includes the use of marijuana

EQUAL OPPORTUNITY EMPLOYER

CAPECO does not discriminate in employment opportunities or practices based on race color national origin religion sex sexual orientation gender identitytransgender status age disability veteran or marital status genetic information or any other characteristic protected by applicable law