Intake Specialist

Salary $52,000 year

Scope of Position: The Intake Specialist plays a critical role in workforce development programming by welcoming individuals and assessing their eligibility for program participation. Intake Specialist greets clients, gathers necessary information, and reviews documentation to ensure compliance with program requirements. Intake Specialists may conduct initial interviews to understand clients' needs and goals, providing guidance on available services and resources. The Intake Specialist streamlines the intake process and connects individuals with appropriate workforce development opportunities.

Essential Functions

• Assist customers in the creation of CTHires accounts.
• Ensure that CSIS is completed
• Document completion of CSIS in CTHires.
• Review eligibility documents and ensure that all documents are properly uploaded in CTHires.
  • When a customer uses the self-attestation, the Intake Specialist will ensure that the customer submits the proper documents within the required 30-day period. If the customer does not meet the deadline, Intake Specialist will notify the Manager – Case Manager for follow-up with CWP.
• Determine eligibility for WIOA Adult, DW
  • if not eligible, make referrals to appropriate alternative internal/external programs.
• Complete certification for customers enrolling as DW
• Create the WIOA Intake Application in CTHires.
• Submit the file to the Manager – Case Management for certification.
• Continued Professional Development
• Core Outcomes (Monthly)
  • Number of new customers who are deemed eligible for WIOA
  • Number of ineligible customers referred to internal and external programs
  • Intakes are submitted within 24-hours of application creation (need a %)
  • Customers who have become non-communicative in the process have been provided with three contacts, two different ways before ending intake.

Education and Experience Requirements:

• Bachelor’s Degree preferred
• Previous experience in customer service or client-facing roles is required.
• Understanding of the eligibility criteria, regulations, and guidelines governing workforce development programs
• Strong verbal and written communication skills
• Ability to effectively interact with clients from diverse backgrounds
• The ability to build rapport, demonstrate empathy, and maintain professionalism when engaging with program customers, staff and partners
• High attention to detail in reviewing paper and electronic forms
• Strong organizational skills and the ability to prioritize tasks effectively in a fast-paced environment.
• High Proficiency in using computer software and database systems for data entry, record-keeping, and generating reports