Full-Time Intake and Follow Up Specialist

• Ensures that highest quality and individualized services are delivered to customers
• Ensures protection and confidentiality of participants’ rights
• Successfully documents customer success stories internally and externally
• Oversees the intake process, identifies potential risks to customer flow, and provides solutions to mitigate risks
• Conducts prescreens with customers and accurately verifies eligibility for programs
• Schedules appointments and follow-up on no-shows
• Maintains internal and external resources for referrals as necessary
• Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities
• Compiles data and report to QA and Operations Management as needed
• Responsible for performance calculations and reporting requirements, which include participants employment status during second and fourth quarter after exit and median earnings in the second quarter after exit
• Maintain participant follow-up records (paper and electronic), including file preparation, organization of file, and verification that all information has been received and properly filed
• Conduct Follow-Up Interviews with participants and identify the appropriate information to collect (i.e. new address, phone numbers, additional contact information, and supplemental wage information) and provide job leads/employment referrals if unemployed and seeking employment
• Prepare and maintain records and case files, proper documentation of services provided, narratives of client contacts, or relevant correspondence. Monitor and record clients' progress to ensure that goals and objectives are met
• Compose correspondence (introductory letter, monthly contact letter, year-end follow-up letter) using proper grammar, punctuation, and spelling
• Other duties as assigned

• High School diploma or equivalent, with a minimum of four years clerical experience, of which two must include a responsible level of organizational responsibilities
• Requires excellent communication skills (written, verbal, and phone). Fluency in English and Spanish is required
• Technology - Demonstrate proficiency in software including but not limited to Microsoft Windows, Microsoft Office, Microsoft Excel, and Microsoft Access (Database)
• Demonstrate proficiency in Internet usage
• Responsible for providing follow-up services. In addition, provides Labor Market Information, job leads, and employment referrals to ensure job retention and skill enhancement opportunities

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