Client Intake Specialist – Level 1 Battle Creek, MI

• Performs intake procedures to determine client eligibility for agency programs including but not limited to rent assistance, fuel assistance, weatherization, and make recommendations regarding clients’ program eligibility.*
• Refers clients to appropriate Community Action programs and Community Resources.
• Disseminates standards for documentation required to establish eligibility for programs.*
• Maintains accurate, updated records and files.*
• Performs intake file input into the DBA software system.
• Performs intake for various grants. Must have extensive knowledge of various grants and be able to understand and follow grant guidelines.
• Performs clerical duties including processing information by computer, filing, answering Agency telephone, utilizing agency software, scheduling appointments.*
• Provides Energy Education information to clients.
• Responsible for processing MICROIX for emergency services files in all four counties.
• May work in multiple locations and various office settings
• Reviews daily and weekly the intake schedule to determine if there is proper coverage or anything needs to be adjusted.
• Responsible for the Walk for Warmth event in cooperation with the Marketing Communication Specialist.
• Complies with agency’s values, mission and culture statements.
• Performs other responsibilities and duties as assigned.

Regularly required to sit, to use hands to finger, handle, or feel, and talk or hear. Frequently required to reach with hands and arms. Occasionally required to stand, bend, and walk. Must be able to occasionally lift and/or a move up to 35 pounds. Specific vision abilities required by this job include close, distance, and peripheral vision, depth perception and ability to adjust focus.

Education: This position requires a High School Diploma or G.E.D. In addition, this position requires knowledge such as that acquired in the first one or two years of college, technical, vocational, or business school.

Experience: Between one and three years of progressively more responsible or expansive experience is required.

SPECIAL CONSIDERATION CERTIFICATION AND LICENSURE